Standish Management, LLC
Client Onboarding Senior Associate
Standish Management, LLC, Dallas, Texas, United States, 75215
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Client Onboarding Senior Associate
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Standish Management, LLC 6 days ago Be among the first 25 applicants Join to apply for the
Client Onboarding Senior Associate
role at
Standish Management, LLC Get AI-powered advice on this job and more exclusive features. 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.
Position Overview
Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution Team.
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
Qualifications And Experience
Bachelor's Degree required (Finance/Accounting/Economics concentration preferred) 1+ year of work experience required Proficiency in Microsoft Office applications, particularly Excel, Word & 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 Able to multi- task Ability to work in a team and individually Strong organizational skills and work ethic Adept using web-based data entry databases
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Standish Management, LLC by 2x Sign in to set job alerts for “Senior Client Associate” roles.
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Client Onboarding Senior Associate
role at
Standish Management, LLC 6 days ago Be among the first 25 applicants Join to apply for the
Client Onboarding Senior Associate
role at
Standish Management, LLC Get AI-powered advice on this job and more exclusive features. 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.
Position Overview
Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Senior Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Senior Associate will be responsible for reviewing or compiling investor CRM information and preparing capital calls for new clients. This role will report directly to the Fund Controllers and Managers in the group. High performers will have the opportunity to progress within the Client Onboarding and System Solution Team.
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
Qualifications And Experience
Bachelor's Degree required (Finance/Accounting/Economics concentration preferred) 1+ year of work experience required Proficiency in Microsoft Office applications, particularly Excel, Word & 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 Able to multi- task Ability to work in a team and individually Strong organizational skills and work ethic Adept using web-based data entry databases
Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Finance and Sales Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at Standish Management, LLC by 2x Sign in to set job alerts for “Senior Client Associate” roles.
Dallas, TX $90,000.00-$100,000.00 4 days ago Senior Client Solutions Architect Associate - Payments
Richardson, TX $55,000.00-$70,000.00 4 days ago Dallas, TX $90,000.00-$100,000.00 2 weeks ago HedgeServ - Client Regulatory Sr. Associate, application via RippleMatch
Dallas-Fort Worth Metroplex $45.00-$47.00 6 days ago Audit (Business and Finance) | Analyst | Dallas
Dallas-Fort Worth Metroplex $60,000.00-$70,000.00 16 hours ago Dallas, TX $110,000.00-$125,000.00 1 month ago Business Analyst, eCommerce - Remote (Texas/North Carolina)
Dallas, TX $60,000.00-$110,000.00 1 month ago Dallas, TX $140,000.00-$200,000.00 2 weeks ago Irving, TX $105,000.00-$110,000.00 1 week ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr