iCapital
Overview
iCapital is looking to hire an Analyst/Associate to join the International Investor Relations team with a focus on Latin America (LATAM). This role will work closely with the Client Solutions department to maintain and expand relationships across the region, supporting banks, independent brokers, dealers, family offices and small institutions in LATAM with investments on iCapital’s technology platform. The team’s goal is to optimize the user experience and ensure 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 fundraising by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. Collaborate with internal cross-functional teams and the regional partner Unicorn Strategic Partners to ensure new and existing clients and advisors are properly trained to use the platform and provided with hands-on support during their first trades. Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform. Qualifications
Bachelor’s degree with 2-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments Fluent Spanish is required Fluency in Portuguese is a plus 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) Salary and Benefits
The base salary range for this role is $75,000 to $105,000. iCapital offers a compensation package including 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, healthcare benefits (100% employer-paid dental, vision, telemedicine, and virtual mental health counseling), parental leave, and unlimited paid time off (PTO). Work Environment
iCapital operates an office-first culture. Employees are expected to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description to identify the specified location for the role. Equal Employment Opportunity
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on 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 legally protected characteristics.
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iCapital is looking to hire an Analyst/Associate to join the International Investor Relations team with a focus on Latin America (LATAM). This role will work closely with the Client Solutions department to maintain and expand relationships across the region, supporting banks, independent brokers, dealers, family offices and small institutions in LATAM with investments on iCapital’s technology platform. The team’s goal is to optimize the user experience and ensure 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 fundraising by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. Collaborate with internal cross-functional teams and the regional partner Unicorn Strategic Partners to ensure new and existing clients and advisors are properly trained to use the platform and provided with hands-on support during their first trades. Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform. Qualifications
Bachelor’s degree with 2-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments Fluent Spanish is required Fluency in Portuguese is a plus 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) Salary and Benefits
The base salary range for this role is $75,000 to $105,000. iCapital offers a compensation package including 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, healthcare benefits (100% employer-paid dental, vision, telemedicine, and virtual mental health counseling), parental leave, and unlimited paid time off (PTO). Work Environment
iCapital operates an office-first culture. Employees are expected to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description to identify the specified location for the role. Equal Employment Opportunity
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on 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 legally protected characteristics.
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