About the Role
iCapital is looking to hire an Investor and Onboarding Services Associate to join the Investor Relations team. This individual will focus primarily on subscription support, close management, document remediation, and account maintenance. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor and Onboarding Services team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties throughout onboarding, subsequent transactions and maintenance for iCapital’s growing investor base.
Responsibilities
- Provide dedicated support throughout initial onboarding and subsequent transactional processing, working closely with fund administrators to ensure a seamless client experience.
- Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed.
- Support high-profile fund managers and distributors 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 is required
- 2-5 years of experience in financial services, preferably in a fund administrator or client service role within the alternative investments industry
- Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
- Knowledge of industry standard AML, tax, and CRS documentation and requirements
- 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
Benefits
The base salary range for this role is $85,000 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.
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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.
