Investor Services Specialist
Standish Management, LLC is a provider of specialized fund administration services for private equity funds. The Investor Services Specialist is responsible for client engagement, building relationships, and ensuring an excellent experience for clients and their investors.
Responsibilities
- Respond to client and investor requests including but not limited to: Granting access to the investor portal
- Updating investor information
- Assisting with new investor onboarding
- Financial information questions
- Assist with completing audit documents
- Assist with ad-hoc projects such as: Financial and Tax reporting
- Capital call and distribution tracking
- Wire preparation
- Compile and organize investor CRM information with updated and accurate client information
- Communicate and provide information to the technology team to set up client portals
- Run Anti-Money Laundering (AML) reports and update AML database as needed
- Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
- Assist in financial reporting, tax preparation, audit preparations and other fund administration activities
- Engage in project management of team deadlines, client requests and other ongoing projects and tasks
- Responsibly secure and handle sensitive financial and personal data
- Maintain dialogue and build relationships with client personnel and investors (LPs)
Skills
- Bachelor's Degree required
- Experience in a client-oriented office environment, preferably in a related industry
- Proficiency in Microsoft Office applications, particularly Excel and Outlook
- Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
- Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
- Proven ability to manage competing priorities and deadlines
- Ability to effectively communicate to team members
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
Company Overview
Company H1B Sponsorship