Private Investment Operations Associate - Madison, United States - CliftonLarsonAllen

CliftonLarsonAllen

Verified Company

Madison, United States

3 weeks ago

Posted by:

Mark Lane

beBee recruiter

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.

About the role:
CLA is looking to hire a Private Investment Operations Associate in Madison, WI.

Summary

This role is responsible for the coordination of activity with fund companies, fund administrators and internal stakeholders ensuring the day-to-day operation of private investments goes smoothly.

They are also responsible for supporting operating needs of licensed brokers and advisors (Principals, Senior Wealth Advisors & Wealth Advisors), including providing quality services for prospective and existing clients with respect to a wide variety of questions related to private investment funds.

Essential Job Functions

Operations: Work with the Director of Operations to support all operational needs of wealth advisors with respect to the private investment platform.
Coordinate private investment account activity between vendors and clients.
Identify and resolve any issues or errors that arise during automated processes.
Examine documents to ensure completeness and identify critical information and issues.
Client Support: Provide high quality service to prospective/existing clients and coworkers through timely, courteous, respectful, and helpful communication.
Work with Director of Operations on special brokerage and investment advisory projects. Act as liaison between CLA and custodians, investment management firms, and other issuers and vendors.

Requirements:

Experience

Related experience is preferred.

Education

Bachelor's degree is required. Combination of experience, education, and training may be accepted in lieu of degree.
Degree in Accounting, Finance, or related field preferred.

Technical Competencies

Proficient with Microsoft (MS) Office products.
Portfolio management and CRM software experience preferred.
Coding / programming experience to automate processes preferred.

Travel Requirements

This position requires <10% travel.

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

LI-MU1

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

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