RiseMe
Standish Management logo
Standish Management Verified
Financial Services

Investor Services Specialist

Portland, OROnsiteFull Time$65,000–$70,000 /yrPosted 22 days agoVisa sponsorship available

Is this role right for you?

Upload your resume and get a skill-by-skill breakdown — see exactly where you match, where you're close, and what to highlight. Not a mystery percentage.

Get a tailored resume highlighting what this role needs.

Required skills

  • client engagement
  • investor portal
  • investor onboarding
  • financial information
  • audit documents
  • capital call
  • distribution tracking
  • wire preparation
  • investor CRM
  • financial reporting

Nice to have

  • related industry

Role summary

A growing fund accounting firm seeks an Investor Services Specialist to manage client engagement and provide excellent client and investor experiences. Responsibilities include responding to client/investor requests, managing onboarding, assisting with financial reporting, audit preparations, and tracking capital calls/distributions. The role also involves maintaining investor CRM, running AML reports, and providing administrative support. Project management of deadlines and client requests is key. Requires a Bachelor's Degree, proficiency in Microsoft Office (Excel, Outlook), strong interpersonal skills, attention to detail, and the ability to manage priorities in a team environment.

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

    • Benefits:

  • Comprehensive medical, dental, vision coverage, along with life insurance, Health Savings Account and Flexible Spending Account options
  • Comprehensive disability/maternity and paternity plans
  • 401K
  • Flexible Vacation Plan
  • Sick Time Accrual Plan
  • Standard holidays along with year-end office closure
  • A flexible work environment for all employees

    • Compensation Ranges Annually (varies by city):

  • Bay Area: $65,000 - $70,000
  • Portland: $52,000-62,000
  • Seattle: $52,000-62,000

    • *Actual compensation within that range will be dependent upon the individual's skills, experience and qualifications.

    California Privacy Rights Act (CPRA)

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

    Similar roles

    See how RiseMe works

    Match, tailor, and prep so you send fewer applications and land more interviews.