Client Onboarding Internship

Standish Management, LLC; Raleigh (NC); On-site; USD 28,000 - 36,000; Part time

Job summary

Standish Management, LLC in Raleigh, NC, offers an internship focused on private equity and venture capital fund administration and systems solutions. Interns help onboard new clients, organize investor and engagement data, and support ongoing data entry and systems conversion projects for clients.

You will analyze reports and client documents to identify discrepancies and coordinate with the technology team to enable client portals, gaining exposure to reporting tools and overall fund

Qualifications

• Knowledge of basic Accounting and Finance principles.
• Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook.

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 theClient Onboarding and System Solutions Team

Skills

Attention to detail

Strong written and verbal communicatie

Multi-tasking

Team and independent work

Strong organizational skills

Tools

Excel

Word

Outlook

Job description

Job Overview

This position is ideal for someone looking to gain exposure to private equity and venture capital industries through fund administration and systems solutions. Standish interns provide a key role in helping to onboard new clients to Standish's fund accounting group. The job responsibilities include assistance with compiling and maintaining investor and engagement team information, file organization, and special projects as needed. This position also includes exposure to the systems technology that our clients utilize for reporting purposes by assisting with ongoing data entry & systems conversion projects for new and existing clients as well as analyzing reports and client documents (financial & otherwise) to determine and address discrepancies.

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

Minimum Requirements

• Knowledge of basic Accounting and Finance principles
• Proficiency in Microsoft Office applications, particularly Excel, Word & Outlook

Skills/Abilities

• 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

Compensation

$23.00/hour