We are a majority employeeowned provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buyout, Venture Capital, Real Estate and Fundof 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.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 amp; 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 or equivalent relevant experience required
- 1+ years of experience in a client-oriented office environment, preferably in a related industry