Client Onboarding Senior Associate

Standish Management is a provider of specialized fund administration services for Managers and General Partners of private equity funds. The Client Onboarding Senior Associate role is crucial for onboarding new clients to the fund accounting group, involving tasks such as compiling investor information and preparing capital calls. Responsibilities 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 the Client Onboarding and System Solutions Team Collaborate with the Client Onboarding Fund Controllers to develop and implement best practices Skills Bachelor's Degree required (Finance/Accounting/Economics concentration preferred) 1+ year of work experience required Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook Knowledge of various investment accounting concepts (knowledge of alternative investments is a plus) Attention to detail Strong written and verbal communication Able to multi-task Ability to work in a team and individually Strong organizational skills and work ethic Adept using web-based data entry databases Familiarity with QuickBooks or other accounting reporting systems preferred 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 eligibility after 3 months Flexible Vacation Plan Sick Time Accrual Plan 8-10 standard holidays along with year-end office closure We provide a flexible work environment for all employees. Employees can choose to be classified as “flex remote” or “flex office” Company Overview Standish provides fund administration services for general partners and managers of private equity funds, specializing in buyout, VC, real estate & fund of funds. It was founded in 2006, and is headquartered in San Francisco, California, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship Standish Management, LLC has a track record of offering H1B sponsorships, with 48 in 2025, 25 in 2024, 13 in 2023, 18 in 2022, 7 in 2021, 5 in 2020. Please note that this does not guarantee sponsorship for this specific role.