Client Onboarding Internship

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Standish Management, LLC

1,001-5,000 employeesFounded 2007Boston, MAVenture Capital and Private Equity Principals
Actively hiringPaidVenture Capital and Private Equity Principals
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Best applied by Jan 6

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About the role#

This internship provides exposure to the private equity and venture capital industries through fund administration and systems solutions. You will support the Client Onboarding and System Solutions Team as they bring new clients into the fund accounting group. This role involves a mix of administrative support, data management, and project-based work.

What you'll do#

  • Assist internal teams with onboarding tasks like setting up folder access and group mailboxes.
  • Compile and organize investor information in the CRM.
  • Help with data validations, loads, and reconciliations for new client implementations.
  • Coordinate with the technology team to set up client portals.
  • Set up client workspaces within project management software.
  • Perform ongoing data entry and support systems conversion projects.
  • Analyze reports and documents to find and fix discrepancies.
  • Maintain investor and engagement team records and assist with file organization.

What you'll need#

  • Knowledge of basic accounting and finance principles.
  • Proficiency in Microsoft Excel, Word, and Outlook.
  • Strong organizational skills and a high level of attention to detail.
  • Ability to communicate clearly in writing and verbally.
  • Capability to work both independently and as part of a team.
  • Ability to manage multiple tasks and meet strict deadlines.

Location & details#

  • Location: Raleigh, North Carolina.
  • Work modality: On-site.
  • Compensation: $23.00 per hour.
  • Term: Rolling.
  • Employment type: Full-time.
Relevant fieldsAccountingFinance

About Standish Management, LLC

Standish Management provides fund administration services for private equity and venture capital firms. The company supports general partners with administrative and technological solutions for their fund operations. It also offers consulting services for new funds seeking to launch quickly. Founded in 2007, the firm now operates 19 offices globally and manages over $700 billion in assets.

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