JOB REQUIREMENTS: 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. 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... For full info follow application link. CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law. EOE/AA Employer/Vets/Disability ***** APPLICATION INSTRUCTIONS: Apply Online: ipc.us/t/41FDE90C086F4FF7