Financial Services

Client Onboarding Internship

Raleigh, NCOnsiteInternshipJunior / Entry-levelPosted 1 month agoVisa sponsorship available

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Required skills

Accounting
Finance
Microsoft Office
Excel
Word
Outlook
Data Entry
Data Validation
Systems Conversion
Client Onboarding

Nice to have

private equity
venture capital
fund accounting

Role summary

Standish is seeking interns to support their fund accounting group by assisting with client onboarding. Responsibilities include compiling and organizing investor information, file management, data entry, systems conversion projects, and analyzing reports to identify discrepancies. Interns will also assist engagement teams with onboarding activities and client portal setup. This role offers exposure to private equity and venture capital industries, fund administration, and systems technology.

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

Ready to apply?

You'll be redirected to Standish Management's application page.