Client Onboarding Internship
Standish Management
$23 / hour
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Description
Essential Functions:
- Assist internal engagement teams with onboarding activities, such as providing access to folders, group mailboxes, and other engagement activities
- Compile and organize investor CRM information
- Assist with data validations, loads, and reconciliations for client implementations
- Communicate and provide information to the technology team to set up client portals
- Assist with client workspace setup within Standish’s project management software
- Provide general administrative support to theClient Onboarding and System Solutions Team
- Knowledge of basic Accounting and Finance principles
- Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook
- Attention to detail
- Strong written and verbal communication
- Ability to multi- task and adhere to strict deadlines
- Ability to work in a team and individually
- Strong organizational skills and work ethic
Benefits
- stock options
About this role
Standish Management's Client Onboarding Internship offers direct exposure to private equity and venture capital fund administration. You'll work in-office in Raleigh supporting the fund accounting group as it brings new clients into the firm's systems and processes. The role centers on practical tasks: organizing investor information in the CRM, setting up client workspaces and portal access, validating data during system implementations, and flagging discrepancies in financial documents. You'll also assist with ongoing data entry and conversions for existing clients.
This internship suits someone with foundational accounting and finance knowledge who is comfortable in Excel, Word, and Outlook. The work demands strong attention to detail, clear communication, and the ability to juggle multiple priorities under deadline pressure while collaborating with both internal teams and external clients. If you're looking to understand how fund administration actually operates—from the systems side and the client relationship side—this position provides that hands-on learning while contributing meaningfully to the onboarding process.
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
$23 per hour
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