About the Role
iCapital is looking to hire an Analyst or an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This individual will have 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 platform for distribution. The team’s goal is to optimize the user experience and ensure the clients’ overall success.
Responsibilities
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
- Provide ongoing 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.
- Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Qualifications
- Bachelor’s degree in a related field
- 1-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Experience with high-net-worth clients, financial advisors, and fund managers
- Excellent organizational skills and attention to detail
- Strong interpersonal, written, and verbal communication skills
- Able to meet 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
The base salary range for this role is $70,000 to $105,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Top Skills
What We Do
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Why Work With Us
iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.
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