Client Onboarding Fund Controller
Posted on 3/22/2024
Standish Management

501-1,000 employees

Specialized private equity fund administration and consulting services
Company Overview
Standish Management, LLC, a specialized fund administration service provider, has demonstrated industry leadership by growing steadily since 2007 to administer over 1,000 funds with clients who have more than $100 billion in committed capital under administration. The company's competitive advantage lies in its ability to manage complex fund structures and administration requirements, allowing clients to focus on their core business of investing, thereby facilitating their growth while reducing expenses. With 13 offices across three countries, Standish's diverse staff and global footprint underscore its commitment to technical innovation and a culture that fosters scalability and efficiency.

Company Stage

N/A

Total Funding

N/A

Founded

2007

Headquarters

Boston, Massachusetts

Growth & Insights
Headcount

6 month growth

3%

1 year growth

22%

2 year growth

41%
Locations
Chicago, IL, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
Quickbooks
CategoriesNew
Asset Management
Financial Planning and Analysis (FP&A)
Private Equity
Finance & Banking
Requirements
  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • Previous Private Equity/VC experience and knowledge of Partnership Accounting
  • Minimum 2-3 years of public accounting experience or equivalent
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Familiarity with QuickBooks or other accounting reporting systems (Allvue, eFront, etc.)
  • Attention to detail
  • Strong written and verbal communication
  • Able to multi- task
  • Ability to work in a team and individually
  • Strong organizational skills and work ethic
  • Adept using web-based data entry databases
Responsibilities
  • Develop a thorough understanding of the client’s Fund structure and reporting (ie. blockers, splitters, AIVs)
  • Supervision of gathering and organizing client onboarding
  • Preparation and/or review of capital calls, LP communication documents, and other client deliverables
  • Assist with onboarding client investor information in software systems
  • Assist with historical data implementation and review
  • Maintain status of projects in Standish’s project management system
  • Collaborate with the Manager to develop and implement best practices
  • Manage ongoing systems support for the firm