Investor Services Senior; Fund Administration

Investor Services Senior (Fund Administration)

Join to apply for the Investor Services Senior (Fund Administration) role at CLA (Clifton Larson Allen ).

CLA is a top 10 national professional services firm where our purpose is to create opportunities everyday for our clients, our people, and our communities through industry‑focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so that we can truly know and help our clients, communities, and each other.

We are looking for an Investor Services Senior to join our Fund Administration group in one of our West, Sunbelt, Midwest, or Northeast offices.

• 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

• Main point of contact for investor services aspect of client relationships and service delivery
• Perform review of investor subscription documents for completeness and follow up as necessary
• Process and disseminate investor capital activity documents
• 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 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
• Train and develop other team members

• 3 years’ experience in Investor Services or related field
• Experience with a fund administrator preferred
• Bachelor’s degree is required. (Combination of experience, education, and training may be accepted in lieu of degree.)
• Degree in accounting, finance, business administration or related field preferred.

Mid‑Senior level

Full‑time

General Business, Management, and Business Development

Accounting

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