Investor Services Manager (Fund Administration)

CLA (CliftonLarsonAllen)•Minneapolis, MN

2d•Hybrid

About The Position

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. CLA is currently seeking an Investor Services Manager to join our Fund Administration group in our West, Midwest, Northeast, or Sunbelt office.

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.)

Nice To Haves

CAMS Certification preferred.

Responsibilities

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