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.   

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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
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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.