Investor Relations - Associate

iCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This role will 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 the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our 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

Requirements

Bachelor’s degree with 2-6+ years of experience in financial services; Ability to manage phone queue during operating hours 8:30am-6 PM EST; Experience with high-net-worth clients, financial advisors, and fund managers; Excellent organizational skills and attention to detail; Strong interpersonal, written, and verbal communication skill; 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 like Word, PowerPoint, and Excel

Nice to have

Client service or investor relations experience in alternative investments

Benefits

Equity for all full-time employees; Annual performance bonus; Employer matched retirement plan; Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; Parental leave; Unlimited paid time off (PTO)