Investor Services Manager Fund Administration Flexible PTO
CLA (CliftonLarsonAllen)
CLA (CliftonLarsonAllen) is seeking an experienced Investor Services Manager to join our Fund Administration group. This role will involve managing the investor services aspect of client relationships and service delivery, developing best practices for onboarding, and overseeing a team. Ideal candidates will have 8 years of experience in Investor Services, preferably with fund administration. The position offers comprehensive benefits including flexible PTO and mental health coverage. #J-18808-Ljbffr CLA (CliftonLarsonAllen)
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investor Services Manager Fund Administration Flexible PTO in Dallas, TX vacancy
$116.2k - $207k
...10 national professional services firm where our purpose is... ...and each other. Perks Flexible PTO (designed to offer flexible... ...list of benefits here Investor Services Manager CLA is currently seeking... ...Services Manager to join our Fund Administration group in our West,...Flexible hoursWork at office- CliftonLarsonAllen is seeking an Investor Services Manager to join its Fund Administration group in Dallas, Texas. The role emphasizes managing client relationships and delivering high-quality investor services. Candidates should have at least 8 years of relevant experience...Suggested
- ...HedgeServ Investor Services Administrator At HedgeServ, we're redefining what's possible in fund administration. With more than $700 billion... ...forward-thinking investment managers across private equity, private... ...candidate should be flexible and willing to adapt. The...Flexible hoursFull timeContract workInternshipWork at officeRemote work
HedgeServ
Dallas, TX14 hours ago - TEEMA Solutions Group is seeking experienced Investors in Residence to coach angel investors and fund managers in Dallas, Texas. This remote, non-exclusive role emphasizes... ...and guiding new investors. The role offers flexible engagement, access to curated deal flow, and...Flexible hoursRemote work
- Standish Management UK is seeking an Associate to join their fund administration team in Dallas, Texas. This position involves overseeing administrative support and investor relations related to client funds. Responsibilities include data entry, maintaining filing systems...Suggested
- Standish Management, LLC in Dallas, Texas, seeks associates for its fund administration team. The role involves overseeing administrative tasks and investor relations, including data entry, compiling reports, and managing accounts payables and receivables. The ideal candidate...
- An Investor Services Administrator will be required to execute the following tasks in... ...guidance of a supervisor and manager. Every Investor Services... ...successful candidate should be flexible and willing to adapt. The... ...person. Distribution of Fund Performance in line with client...Flexible hoursContract workInternship
$146.4k
...At Regions, the RAH Investor Services Capital Officer is responsible... ...activities include managing investor... ...proprietary and multi‑investor fund environment and... ...Master’s of Business Administration. Chartered Financial... ...Health Savings Account Flexible Spending Account Life...Flexible hoursFull timeWork at office- ...redefining what's possible in fund administration. With more than $700... ...-thinking investment managers - across private... ...offer award-winning service through our team-... ...compliance, tax, and investor services. We're a... ...Supervisor should be flexible and willing to adapt....Flexible hoursWork at officeRemote work
HedgeServ
Dallas, TX3 days ago - HedgeServ in Dallas, Texas is seeking an Investor Services Administrator to review transaction instructions, liaise with investors, and ensure compliance with AML/KYC documentation. The ideal candidate should possess a degree in Accounting, Finance, Legal, or Business,...Internship
- Sixth Street in Dallas, Texas is looking for a Fund Accounting Manager to oversee accounting responsibilities for investment funds. The role requires 7-10 years of accounting experience, preferably in public accounting or investment management, with a strong understanding...
$88k - $105k
...Description As a manager on our fund administration team, you’ll work directly... ...reporting, and investor communications under... ...20 days of PTO and 7 sick days annually... ...You excel in client service and thrive in collaborative... ...members and are flexible to work overtime when...Flexible hoursLocal areaIQ-EQ
Dallas, TX4 days ago$88k - $120k
Job Description As a manager on our fund administration team, you’ll work... ...financial reporting, and investor communications under... ...off: 20 days of PTO and 7 sick days annually... ...Excellent client service skills and thrive in... ...junior team members and flexible to work overtime...Flexible hours- ...Integrity, and Selfless Service. Who we are A... ...organizational skills while being flexible in their daily routine... ...healthcare management experience to include... ...degree in Healthcare Administration, Business, Finance, or... ...educational, and research funds). Master’s degree...Flexible hoursContract workWork at officeMonday to Friday
Texas A&M
Dallas, TX2 days ago - Job Description We are looking for a Manager, Investor Services to join our team. In conjunction... ...shareholder and limited partnership administration, including dividend distributions, tax... ...collaboration but understand the value of some flexibility. Public Storage teammates are...Flexible hoursWork at officeRemote work
- ...Capital Remote · Independent Contractor · Flexible Engagement About the Role Initio Raise is building a network of Investors in Residence (IIRs) —experienced angels, VCs... ...directly with angel investors and emerging fund managers , helping them evaluate deals, refine their...Flexible hoursFull timeFor contractorsRemote work
$155k - $170k
A leading financial services firm in Dallas is seeking a Fund Accounting Manager to oversee fund operations, including financial reporting and investor communications. The ideal candidate has 5-7+ years of experience in public accounting or fund accounting, possesses deep...- ...Investor Services Specialist Dallas, Texas, United States We are a provider of specialized fund administration services for Managers and General Partners of private equity funds, specifically: Buy‐out, Venture Capital, Real Estate and Fund‐of Funds. For new General...Work at office
Standish Management
Dallas, TX2 days ago $122k - $183k
About Us Petra Funds Group is a single-source... ...for fund administration and infrastructure... ..., we enable fund managers to focus on the tasks... ...processes, and investor reporting. This position... ...right away. Flexible paid time off to... ...Best Financial Services & Insurance Workplaces...Flexible hoursInterim roleWork at officeImmediate start$70k - $100k
...We're a leading Investor Services group offering end... ...-end services in administration, accounting, reporting... ...equity and hedge fund firms in the... ...collaborate with your manager, team, and... ...including 4 weeks of PTO that increases... ...detail. You are flexible to work overtime...Flexible hoursLocal areaWorldwideIQ-EQ
Dallas, TX1 day ago$31.83 - $38.65 per hour
...Investor Reporting Analyst Fay Servicing is a nationally recognized mortgage servicer known... ...Servicing specializes in managing re-performing and non-performing... ...detail and consistency Flexible, open to change, ability... ...3 Weeks Paid Time Off (PTO) Paid Holidays Wellness...Flexible hoursHourly payInterim roleWork at officeRemote workShift workFay Servicing
Farmers Branch, TX3 days ago- ...direct impact on the customer and investor experience. What you’ll do:... ...and scalable processes. Manage & build exceptional customer,... ...A passion for customers and service delivery. A hands-on approach... ...dental/disability/life insurance Flexible PTO Hybrid environment; 3x weekly...Flexible hours
- ...Financial Analyst I – Investor Reporting Why... ...to assist management in making long-term... ...compliance with funding agreements Developing... ...quality service to internal and external... ...Degree Business Administration, Accounting or... ...Work Life Balance: Flexible hybrid work...Flexible hoursTemporary workWork experience placementWork at officeVisa sponsorship2 days per week
GMAC Financial Services
Irving, TX3 days ago - ...Site Manager Job Title: Site Manager Summary: As a Site Manager, you are the guiding... ...your expertise in Ricoh products and services to streamline operations, ensuring... ...01K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments. Augment...Flexible hoursWork experience placementWork at officeWorldwide
Ricoh Americas Corporation
Dallas, TX14 hours ago $15.5 - $29.2 per hour
...means improving how people eat, funding grants for school gardens,... ...courteous, friendly, and efficient service to customers and Team Members... ...organizational and time management skills. Excellent... ...conditions. Ability to work a flexible schedule including nights, weekends...Flexible hoursHourly payFull timePart timeWork experience placementSeasonal workWork at officeNight shiftWhole Foods Market
Irving, TX20 days ago- Standish Management UK seeks an Investor Services Specialist in Dallas, Texas. This role entails engaging with... ...managing requests, and providing administrative support. The ideal candidate holds... ...project management within a growing fund accounting firm. #J-18808-Ljbffr...Work at office
- Job Description Site Manager Job Title: Site Manager Summary As a Site Manager, you are... ...Harness expertise in Ricoh products and services to streamline operations, ensuring quality... ...01K), Health Savings Account (HSA), and Flexible Spending Account (FSA) investments....Flexible hoursWork experience placementWork at office
$18 - $21 per hour
...Assistant Department Manager This position is located at 8687 North... ...Department Manager supports service, selling, and business operations... ...player ~ Ability to work flexible hours to meet the needs of the... ...include medical, dental, vision, PTO, generous employee discounts,...Flexible hoursLocal areaNight shiftUrban Outfitters
Dallas, TX3 days ago- ...fastest-growing, full-service commercial real estate... ...OVERVIEW The Office Administrator serves as the central... ...office environment by managing the front desk and related... ...savings account, flexible spending accounts, 401... ...with company matching, PTO, and holiday pay. Individual...Flexible hoursWork at officeImmediate start
- ...About this role The Virtual Account Manager implements the client's marketing plan... ...according to a plan of action. Administration of territory information and compliance... ...Dental and Vision, Company match 401k, flexible paid time off (PTO) and sick time. Because certain...Flexible hoursWork at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investor Services Manager Fund Administration Flexible PTO. Be the first to apply!
Related searches
- emergency services manager Dallas, TX
- information technology services manager Dallas, TX
- data services manager Dallas, TX
- director of career services Dallas, TX
- regional service manager Dallas, TX
- culinary services director Dallas, TX
- director of ancillary services Dallas, TX
- director marketing services Dallas, TX
- heavy equipment service manager Dallas, TX
- human services supervisor Dallas, TX