iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $184 billion in global client assets invested in 1,471 funds, as of March 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
Position Overview
We seek diligent, detail-oriented professionals to join the team in this entry level part-time role. You must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.
Responsibilities
Working within our alternative investments database
- Downloading, organizing, and renaming files
- Document management
- Creating, circulating, and tracking LOAs (Letter of Authorization)
- Creating and reconciling transaction level data in Excel
- Escalate system and data issues to client facing team and/or team lead
Required Qualifications & Skills
- 0-2 years Data Entry experience
- Familiarity with technology, software tools, and applications, including Excel
- Well-organized and self-motivated
- Highly attentive to detail and accuracy
- Familiarity with handling confidential data
Preferred Qualifications
Familiarity with financial services helpful
An associate or bachelor’s degree in a related field or relevant job experience
Schedule
Part-time position
29 hours/week.
Onsite: Morning Shift 8:30am to 2:30pm or Afternoon Shift 11:30am to 5:30pm
$20/Hour
Top Skills
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.
