Posted last month
Investor Services Specialist
@ Standish Management
Halifax, Nova Scotia
Overview
Standish Management is hiring an Investor Services Specialist for a fast-growing fund accounting firm. The role handles client and investor requests, portal access, investor onboarding, AML reporting and audit and tax support.
Responsibilities:
- Respond to client and investor requests
- Assist with onboarding, audit and tax reporting
- Run AML reports and update the AML database
- Compile and maintain investor CRM information
- Manage team deadlines and ongoing projects
Requirements summary:
- Bachelor's degree required
- Experience in a client-oriented office environment
- Proficiency in Microsoft Excel and Outlook
- Detail-oriented with ability to manage competing priorities
- Strong interpersonal and communication skills
Tools & skills
Benefits mentioned
Source and dates
Employer career site / ATS feed · greenhouse
- Employer posting date
- 2026-10-05
- First seen by our source
- 2026-10-23
- Source record updated
- 2026-11-06
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Finance & accounting |
| Work setting | Office |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | Bachelor’s degree (required) |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Standish Management
Saved company profile
Historical company information from a saved The Jobs API profile (LinkedIn/Crunchbase fields). It is not live-verified; figures may have changed. Missing values remain unknown.
Built for CFOs by CFOs
Full company description
Standish is the leading independent provider of fund administration and related services to the private capital industry. With more than 1,200 professionals across 19 offices in North America, Europe, Africa, and Asia, Standish provides comprehensive solutions for Fund Sponsors, including: fund administration, management company, tax, compliance, as well as corporate and depositary services for its clients in Europe. The firm supports more than 500 clients with over $850 billion in assets under administration and serves all major alternative asset classes.
- LinkedIn followers
- 13,140
- People associated on LinkedIn
- 959
- Reported office locations
- Standish, San Francisco, CA 94111, US
- Standish Management, LLC, Boston, MA 02116, US
- Standish, Dallas, TX 75201, US
- Standish, New York, NY 10022, US
- Standish, Seattle, WA 98104, US
- Standish, Chicago, IL 60606, US
- Standish, Denver, CO 80202, US
- Standish, Los Angeles, CA 91367, US
- Standish, Walnut Creek, CA 94596, US
- Standish, Portland, OR 97210, US
- Standish, Miami, Florida 33131, US
- Standish, Raleigh, North Carolina 27601, US
- Standish, Salt Lake City, UT 84043, US
- Standish, Luxembourg, LU
- Standish, Cayman Islands, Grand Cayman KY1-1206, KY
- Standish, Cape Town, South Africa 8005, ZA
- Standish, Bangalore, India 560067, IN
- 1701 Hollis St, Halifax, Nova Scotia B3J 3M8, CA
- Standish, London, United Kingdom EC3M 7DQ, GB, GB
- Other recorded names
- Standish Management
- Standish Management, LLC
- Profile identifies a recruitment agency
- No
- Reported total investment
- 0
Currency and observation date were not supplied; this is not a current valuation or a funding round.
Standish is the leading independent provider of fund administration and related services to the private capital industry. With more than 1,200 professionals across 19 offices in North America, Europe, Africa, and Asia, Standish provides comprehensive solutions for Fund Sponsors, including: fund administration, management company, tax, compliance, as well as corporate and depositary services for its clients in…
| Field | Value |
|---|---|
| Industry | Venture Capital and Private Equity Principals |
| Company size | 1,001-5,000 employees |
| Headquarters | San Francisco, CA |
| Organization type | Privately Held |
| Year founded | 2007 |
| Open jobs on Jobsy | 5 |
| View page |
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
Journal
Only you can see this. Kept on this device, and in your account when you sign in.