Investor Services Manager (Fund Administration)

Investor Services Manager (Fund Administration) CliftonLarsonAllen - 3.1 Milwaukee, WI Job Details Full-time $116,200 - $207,000 a year 19 hours ago Benefits Paid parental leave Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance Volunteer time off Qualifications KYC Document review (document control) Customer relationship building Client onboarding Risk mitigation strategy implementation Improving operational efficiency Fund operation 8 years Team development Bachelor's degree Team management Anti-Money Laundering (AML) compliance (compliance procedures implemented) Private equity Senior level Certified Anti-Money Laundering Specialist Full Job Description 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 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.

Our Perks:

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. Job Functions 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 Job Requirements 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. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The wage range for this position in Illinois is: $116,200 - 207,000. The wage range for this position in Minnesota is: $116,200 - 199,000. #LI-NM1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Wellness at CLA 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 click here.