Publié le mois dernier
Investor Services Specialist
@ Standish Management
Halifax, Nouvelle-Écosse
En bref
Standish Management is hiring an Investor Services Specialist for a fast-growing fund accounting firm. The role handles client and investor requests, portal access, investor onboarding, AML reporting and audit and tax support.
Responsabilités :
- Respond to client and investor requests
- Assist with onboarding, audit and tax reporting
- Run AML reports and update the AML database
- Compile and maintain investor CRM information
- Manage team deadlines and ongoing projects
Résumé des exigences :
- Bachelor's degree required
- Experience in a client-oriented office environment
- Proficiency in Microsoft Excel and Outlook
- Detail-oriented with ability to manage competing priorities
- Strong interpersonal and communication skills
Outils et compétences
Avantages mentionnés
Source et dates
Site carrière / système de candidatures · greenhouse
- Date publiée par l’employeur
- 2026-10-05
- Première détection par notre source
- 2026-10-23
- Mise à jour du dossier source
- 2026-11-06
Ces dates décrivent le dossier source, pas une vérification en direct du recrutement. Consultez l’offre originale.
Détails du poste
| Niveau | Débutant |
| Domaine | Finance et comptabilité |
| Milieu de travail | Bureau |
| Position | Surtout assis |
| Exigences physiques | physique faible · ordinateur élevé |
| Langues | English |
| Formation | Baccalauréat (exigé) |
Résumé et détails rédigés par l’IA à partir de l’offre; l’offre de l’employeur fait foi.
Standish Management
Profil d’entreprise sauvegardé
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Description complète de l’entreprise
Standish is the leading independent provider of fund administration and related services to the private capital industry. With more than 1,200 professionals across 19 offices in North America, Europe, Africa, and Asia, Standish provides comprehensive solutions for Fund Sponsors, including: fund administration, management company, tax, compliance, as well as corporate and depositary services for its clients in Europe. The firm supports more than 500 clients with over $850 billion in assets under administration and serves all major alternative asset classes.
- Abonnés LinkedIn
- 13 140
- Personnes associées sur LinkedIn
- 959
- Bureaux déclarés
- Standish, San Francisco, CA 94111, US
- Standish Management, LLC, Boston, MA 02116, US
- Standish, Dallas, TX 75201, US
- Standish, New York, NY 10022, US
- Standish, Seattle, WA 98104, US
- Standish, Chicago, IL 60606, US
- Standish, Denver, CO 80202, US
- Standish, Los Angeles, CA 91367, US
- Standish, Walnut Creek, CA 94596, US
- Standish, Portland, OR 97210, US
- Standish, Miami, Florida 33131, US
- Standish, Raleigh, North Carolina 27601, US
- Standish, Salt Lake City, UT 84043, US
- Standish, Luxembourg, LU
- Standish, Cayman Islands, Grand Cayman KY1-1206, KY
- Standish, Cape Town, South Africa 8005, ZA
- Standish, Bangalore, India 560067, IN
- 1701 Hollis St, Halifax, Nova Scotia B3J 3M8, CA
- Standish, London, United Kingdom EC3M 7DQ, GB, GB
- Autres noms enregistrés
- Standish Management
- Standish Management, LLC
- Le profil indique une agence de recrutement
- Non
- Investissement total déclaré
- 0
La devise et la date d’observation ne sont pas fournies; ce n’est ni une valorisation actuelle ni une ronde de financement.
Standish is the leading independent provider of fund administration and related services to the private capital industry. With more than 1,200 professionals across 19 offices in North America, Europe, Africa, and Asia, Standish provides comprehensive solutions for Fund Sponsors, including: fund administration, management company, tax, compliance, as well as corporate and depositary services for its clients in…
| Champ | Valeur |
|---|---|
| Secteur | Venture Capital and Private Equity Principals |
| Taille | 1,001-5,000 employees |
| Siège social | San Francisco, CA |
| Type d’organisation | Privately Held |
| Fondée en | 2007 |
| Offres sur Jobsy | 6 |
| Voir la page |
Exciting opportunity for a client services professional to join a rapidly growing fund accounting firm. The Investor Services Specialist plays a key role in client engagement, building client relationships and working with engagement teams to provide an excellent experience for our clients and their investors.
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 datea
- Maintain dialogue and build relationships with client personnel and investors (LPs)
Qualifications and Experience:
- 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
- Ability to effectively communicate to team members
- Excellent interpersonal communication skills and ability to interact with senior personnel across the firm
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