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Full-Time

Client Onboarding Manager

Posted on 9/6/2024

Standish Management

Standish Management

501-1,000 employees

Fund administration solutions for private equity

Mid, Senior

Chicago, IL, USA

Category
Financial Consulting
Consulting
Required Skills
Communications
Requirements
  • Bachelor's Degree required (Finance/Accounting/Economics concentration preferred)
  • Previous Private Equity/VC experience and knowledge of Partnership Accounting
  • Minimum 3-5 years of public accounting experience or equivalent
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
  • Proficiency in Fund Admin Accounting Software (Allvue, Investran, eFront, Dynamo, 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 database
Responsibilities
  • Manage staff productivity and provide constructive feedback and coaching
  • Manage client and internal stakeholder relationships
  • Strong proficiency in various accounting systems and experience with client onboarding and implementations
  • Maintain strong relationships with third‐party software and service vendors and their representatives
  • Review financial data manipulation, data migration, data reconciliation, and testing related to ongoing operations and onboarding new clients into various software platforms
  • Oversight and project management of the entire client onboarding process

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

$972.7K

Headquarters

San Francisco, California

Founded

2007

Simplify Jobs

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.