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Financial Analyst Corporate Finance

Senior Investor Services Lead, Fund Administration

Job in Milwaukee, Milwaukee County, Wisconsin, 53244, USA
Listing for: CliftonLarsonAllen
Full Time position
Listed on 2026-01-27
Job specializations:
  • Finance & Banking
    Financial Analyst, Corporate Finance
  • Business
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
A leading professional services firm is seeking an Investor Services Senior to join the Fund Administration group. This role entails acting as the primary contact for investor service delivery, requiring at least 3 years of experience in Investor Services. The ideal candidate will possess a Bachelor's degree and demonstrate a strong understanding of KYC/AML processes and operational efficiencies. Join a vibrant culture and enjoy comprehensive benefits including flexible PTO and paid parental leave.
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Position Requirements
10+ Years work experience
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