Investor Relations - Analyst

About the Role

iCapital is looking to hire an Investor Services Analyst to provide onboarding support and client services to iCapital’s rapidly growing client base. The team is responsible for all aspects of investment and account profile maintenance for iCapital’s investor base and how client data is entered and updated on the iCapital Platform.  

Responsibilities

• Review completed change requests for data quality and completion. 


• Maintain and track all requested and completed updates. 


• Liaise with fund administrators and custodians to ensure updated investor data is received and completed on their end. 


• Work closely with several internal teams including Product, Investor Relations, and Fund Operations. 


• Liaise with the Technology team to get initiatives for account maintenance completed.  


• Provide outstanding client experience. 


• Guide the change requests from request to completion. 


• Assist with ad hoc requests as needed. 

Qualifications

• Bachelor’s degree in a related field is required 


• Proficient computer skills, especially Microsoft Office applications and advanced Excel formulas 


• Excellent organizational skills and attention to detail 


• Able to meet deadlines and work effectively under pressure 


• Proven ability to multi-task, and work both independently and as a team player in a fast-paced, entrepreneurial, demanding environment 

Benefits

The base salary range for this role is $70,000 to $75,000.  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 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.