Private Investment Operations Associate - Wealth Advisory - Madison, WI

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 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 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

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

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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.