About the Role
iCapital’s Investor Relations team within the Client Success department is seeking an Analyst / Associate to service the company’s rapidly growing client base. The focus will be on supporting the client base in EMEA. This is a great opportunity for someone with the desire to work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using iCapital’s platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.
Responsibilities
- Review subscription agreements and other investor documents for completeness and accuracy, as well as compliance with regulatory requirements
- Explain necessary remediations to bring investor documents into compliance
- Assist financial advisors and high net worth investors with the onboarding process, and the submission of investor subscription and AML documents.
- Provide on-going client support, answering a wide variety of questions, timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Liaise with internal teams and third-party vendors to ensure all messaging to clients is accurate and delivered in a timely fashion.
Qualifications
- Strong Bachelor’s Degree with more than 2 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Fluency in English is required, written and verbal. Other languages are a plus.
- Excellent organizational skills and strong attention to detail
- Interpersonal communication skills, written and verbal
- Able to meet hard deadlines and work effectively under pressure
- Proven ability to multi-task and work both independently and as a team player
- Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
- Comfort with or interest in technology
- Self-motivated, strong work ethic needed
- Possess desire and ability to learn quickly
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days.
For additional information on iCapital, please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
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What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
