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Investor Services Specialist - Boston

  • Job
    Full-time
    Mid Level
  • Customer Relations
  • Boston

AI generated summary

  • You need a bachelor's degree and experience in a client-oriented office environment. Proficiency in Microsoft Office, attention to detail, creative thinking, teamwork skills, and ability to manage priorities and deadlines are essential. Good communication skills, including with senior personnel, are a must.
  • You will handle client and investor requests, update information, assist with audit documents, complete financial and tax reporting, manage capital call and distribution tracking, and provide general administrative support for fund administration activities.

Requirements

  • 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

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)

FAQs

What are the main responsibilities of an Investor Services Specialist?

The main responsibilities of an Investor Services Specialist include client engagement, building client relationships, and working with engagement teams to provide an excellent experience for our clients and their investors.

What skills are necessary to succeed as an Investor Services Specialist?

To succeed as an Investor Services Specialist, strong client services skills, excellent communication skills, attention to detail, and the ability to work well in a team are crucial.

What opportunities for growth and advancement are available for an Investor Services Specialist at the firm?

At our rapidly growing fund accounting firm, there are opportunities for advancement and growth for Investor Services Specialists who demonstrate excellence in client services and show a dedication to building strong client relationships.

Can you provide more information about the client engagement aspect of the role of an Investor Services Specialist?

Client engagement is a key aspect of the role of an Investor Services Specialist, involving building relationships with clients, understanding their needs, and working with engagement teams to ensure a positive experience for both our clients and their investors.

Standish is a provider of specialized fund administration services for Private Equity Funds

Venture Capital & Private Equity
Industry
501-1000
Employees
2007
Founded Year

Mission & Purpose

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. From our start in 2007, we have grown steadily and currently administer more than 1,000 funds with clients who have in excess of $100 billion in committed capital under administration.