Hiring: Investor Services Specialist Company: Standish Management, LLC Location: San Francisco, CA Job Posted Time: 2026-09-10 14:25:07 Target Skills & Keywords : Microsoft Excel, Microsoft Office, Project Management About the job Experience: •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 •Demonstrated capacity to effectively communicate to team members Required Skills: •Granting access to the investor portal •Assisting with new investor onboarding •Assist with completing audit documents •Capital call and distribution tracking •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 Qualifications: •Bachelor’s Degree required Compensation: •$65,000 - $70,000 / year Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!