Investor Services Specialist
Standish Management
$55,000 - $65,000 / year
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Description
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
Benefits:
- Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
- Comprehensive disability/maternity and paternity plans
- 401K
- Flexible Vacation Plan
- Sick Time Accrual Plan
- Standard holidays along with year-end office closure
- A flexible work environment for all employees
Compensation Range: $55,000 - $65,000 annually
*Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.
California Privacy Rights Act (CPRA)
Benefits
- health insurance
- vision insurance
- 401(k)
- parental leave
- life insurance
About this role
Standish Management is seeking a client services professional to support its fund administration operations for private equity, venture capital, real estate, and other alternative investment funds. In this role, you would be the primary point of contact for investor and client requests—managing portal access, onboarding new investors, fielding financial questions, and handling sensitive data with care. You'd also coordinate with internal teams on audit preparation, tax reporting, capital calls, and AML compliance, while maintaining organized records in the client CRM system.
The position suits someone with a bachelor's degree and prior experience in a client-facing office environment, ideally in finance or fund administration. You should be proficient in Excel and Outlook, comfortable juggling multiple priorities, and able to communicate clearly with both junior staff and senior personnel. The role emphasizes being detail-oriented, proactive, and willing to pitch in on whatever the engagement or onboarding teams need—from generating reports to ad-hoc projects that support fund operations.
Standish offers standard benefits including medical, dental, vision, life insurance, disability and parental leave, a 401k, flexible vacation, and sick time accrual. The position is full-time and based in Los Angeles, with a salary range of $55,000 to $65,000 depending on your background.
How this employer is doing
solid
- Expanding
In the news
Standish Management Expands Technology Ecosystem with DataSnipper's Agentic Platform, PR Newswire
This role's local market on JobMinglr
Pay for this role
$55,000 to $65,000 per year
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