Investor Services Specialist

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm! The Client Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group.

This role will be on-site at the client 3 days per week for 6-9 months, with potential to come on full-time.

Position Overview

• Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
• Compile and organize investor CRM information
• Communicate and provide information to the technology team to set up client portals
• Assist with preparing LP communications & assist with client workspace set up within Standish’s project management software
• Run Anti-Money Laundering (AML) reports and update AML database as needed
• Provide general administrative support to the Onboarding Team Required Qualifications
  
  
  

Requirements

• Bachelor’s Degree required
• 1 years of experience in a client-oriented office environment, preferably in a related industry