Investor Services Internship (Summer 2018)

Stone Coast Fund Services | Portland, ME

Posted Date 12/07/2017

Based in beautiful Portland, Maine, Stone Coast Fund Services has an opportunity in our Fund Accounting department for a Hedge Fund Accounting Intern. This position will be available for the Summer of 2018 and students who are college juniors are encouraged to apply. Students must be able to get to and from our Portland, ME office on a daily basis.

Investor Services interns will assist the Investor Services team with fund specific and department projects emanating from new regulations, technology enhancements, workflow and process changes, and evolving best practice requirements. The interns will assist in obtaining and recording certain investor information in support of compliance with enactment of recent tax legislation affecting the funds for which Stone Coast acts as administrator.

Job Responsibilities

An Investor Services intern may perform some or all of these tasks:

  • Review investor subscription documents and supporting documents (such as entity formation documents, identity documents, and tax forms) for completeness and accuracy and recording the results of these reviews
  • Review investor subscription documents and supporting documents for specific data elements and presence/absence of specific provisions and recording the results of these reviews
  • Work with the investor services representatives to solve problems encountered throughout the document review process
  • Organize, name, and file investor subscription documents, supporting documents, and department materials
  • Other tasks as assigned

Qualifications and Experience

The ideal intern candidates will have the following skills and attributes:

  • Proficiency reading and understanding financial and legal documents, including tax documents
  • High interest in and enthusiasm for our business
  • Dedicated to the highest level of client service
  • Friendly, approachable, and unfailingly reliable
  • Intellectual curious and inclined to ask questions
  • Proficiency with Microsoft Office (including Word and Excel) and Adobe 9 Pro or Adobe 10 Pro, including proficiency with combining, extracting and deleting files.
  • Highly organized and exceptionally detailed
  • Highly professional and proficient in written and verbal communication

As important, candidates must have experience developing and maintaining positive relationships with coworkers, clients, and business partners.

Education Requirements

Enrolled in a four-year degree program at an accredited college, preferably pursuing a degree in Economics, Business Administration, Marketing, Finance or Communications. Completion of at least one year and cumulative GPA of 3.4 or higher.

Application Requirements

The following information must be submitted in order to apply for these internships.

  • Cover letter describing why you want to work at Stone Coast and how this internship may relate to your course of study and/or career goals
  • College transcript
  • Resume


Job Type
Internship (Summer)
Geographic Region
Greater Portland/Casco Bay
Finance | Financial Services
Town (optional)

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Address2 Portland Square
6th Floor
Portland, ME 04101