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 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 we can truly know and help our clients, communities, and each other.

• 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
• Complete list of benefits here

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.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits .