Investor Services Director (Fund Administration - The Spoke)
Apply NowCompany: CliftonLarsonAllen
Location: Atlanta, GA 30349
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 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:
CLA is currently seeking an Investor Services Directorwith experience, to join our Fund Administration group in our Midwest, Northeast, 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.
The wage range for this position is: $132,000 - 198,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
#LI-NM1
Equal Opportunity Employer/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.
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 Directorwith experience, to join our Fund Administration group in our Midwest, Northeast, 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.
The wage range for this position is: $132,000 - 198,000.
Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.
#LI-NM1
Equal Opportunity Employer/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.