Client Onboarding Internship

Location: Raleigh, North Carolina, United States Department: Client Onboarding

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