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Investor Services Specialist - Raleigh

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

AI generated summary

  • You need a Bachelor's Degree and client-oriented office experience. Proficient in Microsoft Office, detail-oriented, energetic, and able to work in a team. Manage priorities well and communicate effectively with senior personnel.
  • You will handle client and investor requests, assist with onboarding, prepare audit documents, track financial information, update CRM data, run AML reports, provide administrative support, engage in project management, build client relationships, and maintain security of sensitive data.

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 key responsibilities of an Investor Services Specialist in this role?

The key responsibilities include client engagement, building client relationships, working with engagement teams, and providing an excellent experience for clients and their investors.

What qualities are essential for a successful Investor Services Specialist in this position?

Essential qualities include strong client services skills, excellent communication and interpersonal skills, attention to detail, ability to multi-task, and a strong understanding of fund accounting.

Is this role suitable for entry-level candidates or requires prior experience in financial services?

This role is suitable for both entry-level candidates and those with prior experience in financial services. Training will be provided to ensure successful onboarding into the position.

Can you provide more information about the growth opportunities available for an Investor Services Specialist in this firm?

As a rapidly growing fund accounting firm, there are excellent growth opportunities for Investor Services Specialists to develop their skills, take on more responsibilities, and advance their careers within the company.

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.