iCapital
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).
Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and Affidative 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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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).
Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and Affidative 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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