Client Onboarding Senior Associate

Position Overview

We are a provider of specialized fund administration services for Managers and General Partners of private equity funds – including 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 while offering full fund administration services. For established General Partners, we provide administration services and technology to help scale fund operations rapidly and efficiently.

Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Senior Associate role plays a key role in onboarding new clients to Standish's fund accounting group. The role involves reviewing and compiling investor CRM information and preparing capital calls for new clients. The position reports directly to the Fund Controllers and Managers, with high performers having the opportunity to progress within the Client Onboarding and System Solution Team.

Key Responsibilities

• Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities.
• Compile and organize investor CRM information.
• Assist with data validations, loads, and reconciliations for client implementations.
• Communicate and provide information to the technology team to set up client portals.
• Assist with client workspace setup within Standish's project management software.
• Provide general administrative support to the Client Onboarding and System Solutions Team.
• Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices.

Required Qualifications

• Bachelor's Degree required (Finance/Accounting/Economics concentration preferred).
• 1+ year of work experience required.
• Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook.
• Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus).
• Familiarity with QuickBooks or other accounting reporting systems preferred.
• Attention to detail.
• Strong written and verbal communication skills.
• Ability to multi-task effectively.
• Ability to work both collaboratively in a team and independently.
• Strong organizational skills and work ethic.
• Adept at using web-based data entry databases.
• Compensation: range starting at $70,000 annually. Actual compensation will be dependent upon the individual's skills, experience, and qualifications.