Investor Services Senior (Fund Administration) jobs in United States
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CLA (CliftonLarsonAllen) · 3 days ago

Investor Services Senior (Fund Administration)

positionOrlando, FL
timeFull-time
remoteOnsite
seniorityMid, Senior Level
date3+ years exp

CLA (CliftonLarsonAllen) is a top 10 national professional services firm dedicated to creating opportunities for clients and communities. They are currently seeking an Investor Services Senior to be the main point of contact for client relationships and service delivery within their Fund Administration group.

AccountingConsultingOutsourcing
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Growth Opportunities
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H1B Sponsor Likelynote

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

Qualification

Investor ServicesFund AdministrationKYC/AML reviewOffering documents reviewSoftware platforms managementAccountingFinanceBusiness administration

Required

3 years' experience in Investor Services or related field
Bachelor's degree is required. (Combination of experience, education, and training may be accepted in lieu of degree.)
Ability to review and understand offering documents, such as LPA and PPM, of private equity funds

Preferred

Experience with a fund administrator preferred
Degree in accounting, finance, business administration or related field preferred

Benefits

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
Health, dental, vision, 401k and much more

Company

CLA (CliftonLarsonAllen)

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CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
dateFounded in 1960
location
Minneapolis, Minnesota, USA
people-size5001-10000 employees
web-link
http://www.claconnect.com

H1B Sponsorship

CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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T
Todd A. Steiner
Outsourcing CFO
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