Full-Time
Client Onboarding Senior Associate
Confirmed live in the last 24 hours
Provides fund administration solutions for private equity
Mid
San Francisco, CA, USA
- Bachelor's Degree in Finance, Accounting, or Economics
- 1+ year of work experience
- Proficiency in Microsoft Office applications, especially Excel, Word & Outlook
- Knowledge of investment accounting concepts
- Familiarity with QuickBooks or other accounting reporting systems
- Attention to detail
- Strong written and verbal communication skills
- Ability to multitask
- Strong organizational skills and work ethic
- Experience with web-based data entry databases
- Assist with onboarding activities for new clients
- Compile and organize investor CRM information
- Assist with data validations, loads, and reconciliations for client implementations
- Communicate with the technology team to set up client portals
- Assist with client workspace setup in project management software
- Run Anti-Money Laundering (AML) reports
- Provide administrative support to the Client Onboarding and System Solutions Team
- Collaborate with Client Onboarding Coordinators to implement best practices
Standish Management provides comprehensive fund administration solutions for private equity funds, leveraging technology-enabled services to efficiently manage all aspects of fund administration, including consulting for new general partners and administration for established general partners, with a focus on rapidly scaling fund operations. They have steadily grown since 2007 and currently administer more than 1,000 funds with clients having in excess of $100 billion in committed capital under administration.
Company Stage
N/A
Total Funding
N/A
Headquarters
Boston, Massachusetts
Founded
2007