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Investor Services Specialist - San Francisco

  • Job
    Mid Level
  • Customer Relations
  • San Francisco

AI generated summary

  • You need a bachelor's degree, client-oriented experience, proficiency in Excel and Outlook, detail-oriented and energetic, able to work in a team, manage priorities, and have excellent communication skills.
  • You will handle investor requests, update information, assist with audits, prepare financial reports, maintain AML compliance, provide administrative support, and build client relationships in San Francisco.


  • 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


  • 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)


What are the key responsibilities of an Investor Services Specialist in this role?

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

What skills are necessary for success in this role?

Strong communication skills, attention to detail, client service experience, and the ability to work well within a team are crucial for success in this role.

Is there room for growth and advancement within the company for an Investor Services Specialist?

Yes, there are opportunities for growth and advancement as the company is rapidly growing.

What is the work environment like for an Investor Services Specialist in San Francisco?

The work environment is fast-paced, collaborative, and team-oriented.

What is the company culture like at this fund accounting firm?

The company culture values client service, teamwork, and professional development.

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

Venture Capital & Private Equity
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.