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
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 5 days a week.
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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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