Full-Time

Client Onboarding Senior Associate

Confirmed live in the last 24 hours

Standish Management

Standish Management

501-1,000 employees

Fund administration solutions for private equity


Compensation Overview

$65,000 - $75,000Annually

Mid, Senior

Los Angeles, CA, USA

Required Skills
Quickbooks
Requirements
  • 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
Responsibilities
  • 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

Growth & Insights
Headcount

6 month growth

2%

1 year growth

18%

2 year growth

44%