Investor Services Manager (Fund Administration)Penske Corporation
Job Summary
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 (https://www.claconnect.com/en/who-we-are/dei) 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 (https://www.claconnect.com/-/media/cla-2023-wellness-brochure.pdf?rev=02cf6be96a514a07a6f529c0bb8b51da&hash=C850CA544F1AD82C04A6900952F59DBD)
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.
#LI-NM1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here (https://www.claconnect.com/general/equal-employment-opportunity) 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 (https://www.claconnect.com/-/media/files/careers-supporting/2024-wellness-brochure.pdf?rev=4bcfde10035341fe88a28cbb5a78b3a6&hash=41EE22B2459D64E86FD0967978269399) .
Start your inspired career
When you join CLA, you’ll have the opportunity to design your own inspired career . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
Watch our video (https://www.claconnect.com/resources/videos/2017/you-are-the-future-of-cla-recruiting-video) to see why people join CLA.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Wellness at CLA
Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here (https://www.claconnect.com/careers/career-benefits) to learn more about CLA’s benefit offerings.
CLA is an equal opportunity employer
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here (https://www.claconnect.com/general/equal-employment-opportunity) to learn about your hiring rights.
If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact mypeoplesolutions@claconnect.com
