Investor Services Manager – Fund Administration

CLA (CliftonLarsonAllen)

. Primary responsibility for investor services aspect of client relationships and service delivery .

Posted 5/13/2026full-timeMilwaukee • Arizona, Florida, Texas, Wisconsin • 🇺🇸 United StatesSeniorLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

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.

Benefits

Comp & 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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

KYCAMLinvestor subscription document reviewoffering document reviewoperational efficienciesrisk managementclient onboarding proceduresclient deliverables oversight

Soft Skills

team leadershipclient relationship managementcommunicationproblem-solving

Certifications

CAMS Certification