Standish Management, LLC · 1 day ago
Investor Services Specialist
Dallas, TX
Full-time
Onsite
New Grad, Entry LevelStandish Management, LLC is a provider of specialized fund administration services for private equity funds. The Investor Services Specialist will engage with clients and investors, providing support and ensuring a positive experience while handling various administrative and financial tasks.
Venture Capital & Private Equity
Responsibilities
Respond to client and investor requests including but not limited to:
Granting access to the investor portal
Updating investor information
Assisting with new investor onboarding
Financial information questions
Assist with completing audit documents
Assist with ad-hoc projects such as:
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
Provide general administrative support to the engagement team and Onboarding 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 dialogue and build relationships with client personnel and investors (LPs)
Qualification
Required
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
Demonstrated ability to work as part of a team and a willingness to take on any task, no matter how small
Proven ability to manage competing priorities and deadlines
Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
Company
Standish Management, LLC
Standish provides fund administration services for general partners and managers of private equity funds, specializing in buyout, VC, real estate & fund of funds.
Founded in 2006
1001-5000 employees
H1B Sponsorship
Standish Management, LLC has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (48)
2024 (25)
2023 (13)
2022 (18)
2021 (7)
2020 (5)
Funding
Current Stage
Late StageLeadership Team
Michael Murphy
Chief Financial Officer
Mike Cunningham
Chief Financial Officer
Recent News
2023-07-18
GlobalFinTechSeries
2022-03-30
Company data provided by crunchbase