iCapital
Investor Relations Analyst / Associate
iCapital is looking for an Analyst or Associate to join the Investor Relations team to serve a rapidly growing client base. The role requires the ability to work closely with a broad range of clients in a fast‑paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform and working closely with fund sponsors using iCapital’s platform for distribution. The goal is to optimize the user experience and ensure client success. Responsibilities
Provide dedicated coverage of client accounts, working closely with internal relationship managers to support client 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 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 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. Benefits
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 work in the office Monday‑Thursday, with the flexibility to work remotely on Friday. Equal Employment Opportunity
iCapital is a proud 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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iCapital is looking for an Analyst or Associate to join the Investor Relations team to serve a rapidly growing client base. The role requires the ability to work closely with a broad range of clients in a fast‑paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform and working closely with fund sponsors using iCapital’s platform for distribution. The goal is to optimize the user experience and ensure client success. Responsibilities
Provide dedicated coverage of client accounts, working closely with internal relationship managers to support client 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 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 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. Benefits
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 work in the office Monday‑Thursday, with the flexibility to work remotely on Friday. Equal Employment Opportunity
iCapital is a proud 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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