Investor Services Manager; Fund Administration

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,000 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is currently seeking an Investor Services Manager to join our Fund Administration group in our West, Midwest, Northeast, or Sunbelt office.

• Primary responsibility for investor services aspect of client relationships and service delivery
• Develop best practices and procedures for onboarding of clients and client deliverables
• Provide oversight and development of investor services team members
• Perform review of investor subscription documents for completeness
• Perform KYC/AML review of investor subscription documents
• Ability to review and understand offering documents, such as LPA and PPM, of private equity funds
• Work with various software platforms to lead the setup and management of Investor Portals
• Identify and report risk issues and develop appropriate controls to mitigate risk issues
• Identify areas for creating operational efficiencies and complete special projects as needed
• Liaise with internal fund administration team and lead Investor Services aspect of client meetings

• 8 years’ experience in Investor Services or related field, ideally with a fund administrator
• Bachelor's degree is required. (Combination of experience, education, and training may be accepted in lieu of degree.)
• CAMS Certification preferred.

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities