Investor Services Specialist at Standish Management, LLC in Boston, MA

Summary: Standish Management, LLC is a provider of specialized fund administration services for private equity funds. The Investor Services Specialist plays a key role in client engagement, building relationships, and providing an excellent experience for 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 data - Maintain dialogue and build relationships with client personnel and investors (LPs) Required Qualifications: - 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 Required Skills: Client services, Microsoft Excel, Microsoft Outlook, Investor relations, Financial reporting, Tax reporting, Audit preparation, Anti-Money Laundering (AML) reporting, Customer Relationship Management (CRM)