Investor Services Specialist
Standish Management
$65,000 - $70,000 / 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 Ranges Annually (varies by city):
- Bay Area: $65,000 - $70,000
- Portland: $52,000-62,000
- Seattle: $52,000-62,000
*Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.
Benefits
- health insurance
- vision insurance
- 401(k)
- parental leave
- life insurance
About this role
Standish Management, a growing fund accounting firm in Portland, is seeking an Investor Services Specialist to serve as a bridge between the firm, its clients, and their investors. You'll handle a mix of client-facing and operational work: responding to investor portal requests, managing onboarding, tracking capital calls and distributions, preparing audit documents, and running AML compliance reports. The role also involves administrative support to engagement teams, data management in client CRM systems, and coordination with the technology team on portal setup.
This position suits someone with a bachelor's degree and prior experience in a client-oriented office setting, ideally in finance or a related field. You'll need strong Excel and Outlook skills, attention to detail, and the ability to juggle competing priorities while maintaining clear communication with both internal teams and external clients. The ideal candidate is a self-starter comfortable taking on varied tasks, from financial reporting support to general administrative needs, and can build effective relationships across the organization.
The role is full-time and in-office in Portland. Compensation ranges from $52,000 to $62,000 annually depending on experience and qualifications. Benefits include comprehensive medical, dental, and vision coverage, a 401(k), flexible vacation, disability and parental leave plans, and standard holidays with a year-end office closure.
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
$65,000 to $70,000 per year
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