Standish Management, LLC
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 Client Onboarding Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Onboarding Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role will report directly to the Client Onboarding Coordinators and Managers. High performers will have the opportunity to progress within the Client Onboarding and System Solutions 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 or equivalent relevant experience required
1+ years of experience in a client‑oriented professional office environment, preferably in a related industry
Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
Familiarity with CRM systems a plus (Allvue, eFront, etc.)
Ability to manage high volume workload by multi-tasking and prioritizing
Excellent written and verbal communication skills
Exceptional organizational skills and attention to detail
Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
Ability to work independently and exercise professional judgment
Team player with a strong work ethic
Adept using web-based data entry databases
Seniority Level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Venture Capital and Private Equity Principals
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Position Overview Exciting opportunity for a client services professional to join a rapidly growing fund administration firm! The Client Onboarding Associate role plays a key role in helping to onboard new clients to Standish’s fund accounting group. The Client Onboarding Associate will be responsible for compiling and maintaining investor and engagement team information, file organization, and assisting with other client deliverables. This role will report directly to the Client Onboarding Coordinators and Managers. High performers will have the opportunity to progress within the Client Onboarding and System Solutions 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 or equivalent relevant experience required
1+ years of experience in a client‑oriented professional office environment, preferably in a related industry
Proficiency in Microsoft Office applications, particularly Excel, Word, and Outlook
Familiarity with CRM systems a plus (Allvue, eFront, etc.)
Ability to manage high volume workload by multi-tasking and prioritizing
Excellent written and verbal communication skills
Exceptional organizational skills and attention to detail
Strong interpersonal skills with the ability to interact professionally with all levels of internal and external parties
Ability to work independently and exercise professional judgment
Team player with a strong work ethic
Adept using web-based data entry databases
Seniority Level Entry level
Employment type Full-time
Job function Finance and Sales
Industries Venture Capital and Private Equity Principals
#J-18808-Ljbffr