Full-Time
Investor Services Specialist
Confirmed live in the last 24 hours
Standish Management
501-1,000 employees
Private equity fund administration services
Entry, Junior
Boston, MA, USA
- 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
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
- 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)
Standish Management provides fund administration and corporate services specifically designed for private equity firms. Their services cover all aspects of fund administration, regardless of the fund's size or maturity, ensuring a complete solution for managers around the world. Standish operates with a focus on delivering personalized, high-quality service, integrating closely with clients' finance teams to enhance their back-office operations. Unlike many competitors, Standish is built by CFOs for CFOs, which allows them to understand the unique needs of private equity managers, whether they are established or emerging. Their goal is to support general partners in managing their funds efficiently by offering specialized services such as cash monitoring, asset ownership verification, and meticulous record-keeping.
Company Stage
N/A
Total Funding
$972.7K
Headquarters
San Francisco, California
Founded
2007
Simplify's Take
What believers are saying
- The acquisition by THL could provide Standish Management with additional resources and strategic direction to expand its market presence.
- Employees may benefit from enhanced career development opportunities and financial incentives as part of a larger, well-capitalized entity.
What critics are saying
- Integration challenges post-acquisition could lead to operational disruptions and cultural clashes.
- The high debt involved in the acquisition could impose financial constraints, potentially affecting job security and investment in innovation.
What makes Standish Management unique
- Standish Management's acquisition by THL at a valuation of $1.6bn underscores its significant market position and potential for growth.
- The company's focus on fund administration sets it apart from broader financial service providers, offering specialized expertise.
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