Investor Relations - Associate
Summary
Provides client and advisor support for a fintech platform serving alternative investments, handling inquiries, subscriptions, and fund closings in a collaborative office environment.
About the Role
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.
Qualifications
- Bachelor’s degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments
- Ability to manage phone queue during operating hours 8:30am-6 PM MST
- 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
Benefits
The base salary range for this role is $70,000 to $80,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | 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.
As published by greenhouse · 15 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name
- What is your full legal name?
- Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below.
- What is your desired base salary expectation? Please specify the amount and currency.
- What is your desired total annual compensation when considering an equity award? Please specify the amount and currency.
- If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A".
- What is your LinkedIn profile URL? If applicable, please share the link.
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- What is your desired bonus expectation? Please specify the amount and currency.
Pick from a list (5)
- Are you legally eligible to work in the country where this role is located?
- Do you currently require any type of visa sponsorship for employment?
- Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)?
- iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role.
- How did you hear about this job?
Written answers (1)
- What forms of deferred compensation do you currently have (e.g., unpaid or deferred bonus, equity, or other long‑term incentive plans)? Please provide as much detail as possible. If no form of deferred compensation exists, please input N/A for this question.