Standishmanagement

Investor Services Specialist

Raleigh, North Carolina, United States

Sponsorship not specifiedDetected 111 days ago

Project ManagementCRMFinancial AnalysisAccountingExcelTaxCommunicationFinancial Reporting

About the role

Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm.

Provide general administrative support to the engagement team and Onboarding team by generating reports, gathering, and providing information, updating systems and other administrative needs
Maintain dialogue and build relationships with client personnel and investors (LPs)
Proven ability to manage competing priorities and deadlines

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
Excellent interpersonal communication skills and ability to interact with senior personnel across the firm

Granting access to the investor portal
Updating investor information
Assisting with new investor onboarding
Financial information questions
Assist with completing audit documents
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
Assist in financial reporting, tax preparation, audit preparations and other fund administration activities.

We are a provider of specialized fund administration services for
Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small

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