U.S. Energy Development Corporation

Investor Onboarding Associate

Investor Onboarding Associate
Notice info
LocationBuffalo, NY
Job Typefull time
On-site
Oil and Gas

About This Job


Reports to: Investor Onboarding Manager


FLSA: Exempt


Classification: Fulltime


Location: Buffalo, NY


Remote: Limited


Travel: None


About Us:

At U.S. Energy Development Corporation, our corporate motto "Strive for Excellence" isn't just a phrase – it's ingrained in our ethos. For over four decades, we've been at the forefront of project development in onshore North America, pioneering a distinctive approach. Our corporate culture revolves around six core values that guide every aspect of our operations, ensuring that we're all united in delivering outstanding results for our partners through top-notch performance and communication. If you're interested in joining us, visit our website for more information: U.S. Energy Development Corporation


About the Role:

The Investor Onboarding Associate is a detail-oriented and proactive professional responsible for supporting the end-to-end investor onboarding process. This role ensures all investor documentation is accurate, complete, and compliant with Regulation D (Reg D) requirements. Success in this position requires strong organizational and communication skills, as well as the ability to thrive in a fast-paced, deadline-driven environment.


Responsibilities:

Review subscription documents thoroughly to ensure completeness and compliance with Reg D and internal standards
Identify and flag documentation issues or discrepancies
Coordinate with internal representatives and external investors to collect missing or incomplete information
Track onboarding progress and investor status using the firm's CRM system
Assist in generating internal reports on onboarding metrics and process performance
Provide relief support to the receptionist, including front desk coverage and administrative tasks as needed


Candidate Requirements:

Strong attention to detail and organizational skills
Comfortable working in a deadline-driven and process-oriented environment
Professional demeanor and ability to handle sensitive information confidentially
Strong written communication skills and basic proficiency with Microsoft Office Suite
Ability to collaborate effectively with internal departments and third-party vendors
Familiarity with CRM platforms and document management systems is a plus
Self-starter with the ability to take ownership of assigned tasks and follow through to completion


Education and Experience:

High school diploma or equivalent required; Associate or Bachelor’s degree preferred
3+ years of technical, operational, or customer support experience
Experience in the financial services, energy, or investment industry is a plus

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