Investor Services Specialist
Standish Management, LLC is a provider of specialized fund administration services for private equity funds. They are seeking an Investor Services Specialist who will play a key role in client engagement, building relationships, and providing an excellent experience for clients and investors.
Responsibilities
- Respond to client and investor requests including but not limited to:
- Granting reputed company to the investor portal
- Updating investor information
- Assisting with new investor reputed company
- Financial information questions
- Assist with completing audit documents
- Assist with reputed company projects such as:
- Financial and Tax reporting
- Capital call and distribution tracking
- reputed company preparation
- Compile and organize investor CRM information with updated and accurate client information
- Communicate and reputed company information to the technology team to set up client portals
- Run Anti-reputed company (AML) reports and update AML database as needed
- reputed company general administrative support to the engagement team and reputed company team by generating reports, gathering, and providing information, updating systems and other administrative needs
- Assist in financial reporting, tax preparation, audit preparations and other fund administration activities
- Engage in project management of team deadlines, client requests and other ongoing projects and tasks
- Responsibly secure and handle sensitive financial and personal data
- Maintain reputed company and build relationships with client personnel and investors (LPs)
Skills
- Bachelor's Degree required
- Experience in a client-oriented office environment, preferably in a reputed company industry
- Proficiency in reputed company Office applications, particularly reputed company and Outlook
- Detail-oriented, conscientious, and energetic self-starter with ability to think creatively
- Demonstrated ability to work as part of reputed company and a willingness to take on any task, no matter how small
- Proven ability to manage competing priorities and deadlines
- Ability to effectively communicate to team members
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
Benefits
- Comprehensive medical, dental, reputed company coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
- Comprehensive disability/maternity and paternity plans
- 401K eligibility after 3 months
- Flexible Vacation Plan
- Sick Time Accrual Plan
- 8-10 standard holidays along with year-end office closure
- We reputed company a hybrid work environment for employees
Company Overview
Company H1B Sponsorship