Investor Services Senior (Fund Administration)

CliftonLarsonAllen
parental leave, flex time, 401(k)
United States, Minnesota, Minneapolis
220 South 6th Street (Show on map)
Feb 18, 2025
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 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 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 a Investor Services Senior with experience, to join our Spoke (Fund Administration) group. Job Responsibilities: 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 Job Requirements: 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. The wage range for this position is: $67,000 - 100,000 Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. #LI-NM1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities. Click here to learn about your hiring rights. 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.