Standishmanagement

Standishmanagement

Client Treasury Senior Associate

Raleigh, North Carolina, United States · Senior · Full-time

Sponsorship not specifiedDetected 78 days ago
AccountingExcelQuickBooksProcess ImprovementOrganizational Skills

About the role

  • We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of‐ Funds. For new General Partners, we provide consulting services to help accelerate the launch of their funds in addition to our full fund administration services. For
  • established General Partners, we provide administration services and technology to whole fund families or select funds, to help scale their fund operations rapidly and efficiently.

Responsibilities

  • Maintain facility balance tracking by recording LOC interest payments and related debits.

Requirements

  • Bachelor's Degree in Accounting or Finance related field
  • 1-2 years of experience in a full-time role
  • Proficiency in Microsoft Office applications, particularly Excel
  • Knowledge of various investment accounting concepts
  • Ability to multitask
  • Ability to work in a team and individually
  • Ability to effectively communicate to team members
  • Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook

Nice to have

  • Familiarity with QuickBooks preferred

Skills

  • Manage client's shared Excel cash projections file
  • Monitor email and client messages to identify relevant items including but not limited to:
  • Investment capital activity
  • Internal entity cash transfers
  • Management fee payments
  • Capital activity with the client's investors
  • Line of credit payments, draws, and interest payments

Company info

  • We are a provider of specialized fund administration services for

This listing is sourced directly from Standishmanagement's careers page and normalized into a canonical job model.