Client Associate
Posted on 3/24/2024
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
Dallas, TX, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Communications
CategoriesNew
Sales & Account Management
Customer Success Management
Strategic Account Management
Requirements
  • 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
Responsibilities
  • Respond to client and investor requests including but not limited to:
  • Assist with ad-hoc projects such as:
  • 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)