Investor Relations - Associate

iCapital

4.5

(22)

New York, NY

Why you should apply for a job to iCapital:

  • 4.5/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 95% say women are treated fairly and equally to men
  • 100% would recommend this company to other women
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.

    #7257825002

    Position summary

    e, 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 platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success.

    Responsibilities

    • Assist financial advisors and high net worth investors with the onboarding process, including website registration and the submission of investor subscription and AML documents.

    • Provide on-going 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.

    Qualifications

    • 3-6 years of experience in financial services, preferably in a client service or investor relations role in alternative investments

    • Bachelor's Degree

    • Excellent organizational skills and attention to detail

    • Strong interpersonal and communication skills - both written and verbal

    • 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 $8 5,000 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).

    We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs , and some positions will be designated in-office jobs, based on their function.

    For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

    iCapital is proud to be an 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.

    Why you should apply for a job to iCapital:

  • 4.5/5 in overall job satisfaction
  • 4.8/5 in supportive management
  • 95% say women are treated fairly and equally to men
  • 100% would recommend this company to other women
  • 73% say the CEO supports gender diversity
  • Ratings are based on anonymous reviews by Fairygodboss members.