Private Investment Operations Associate - Wealth Advisory - Madison, WI

CliftonLarsonAllen

  • Madison, WI
  • Permanent
  • Full-time
  • 27 days ago
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 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.SummaryThis 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 co-workers 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 RequirementsThis 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
#LI-MU1Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.Click to learn about your hiring rights.Wellness at CLATo 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 .

CliftonLarsonAllen