Investor Relations Associate, iCapital
+ Bonus + Equity
More information about location
4-5 days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
+ Bonus + Equity
More information about location
4-5 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Bachelor’s degree is required
- 3-5 years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments in Canada
- Knowledge of Fundserv, Canadian Fund Structures and Account types is a plus
- 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)
- Fluency in French is a plus
What the job involves
- ICapital is looking to hire an Associate to join the International Investor Relations team with a focus on the Canadian market
- This individual will work closely with internal teams and the fund administrator to help maintain and expand relationships across the region
- This role will help to support banks, independent wealth managers, dealers and family offices across Canada and will primarily work in assisting them with their investments in iCapital’s Canadian funds and on iCapital’s technology platform
- 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 iCapital’s platform for distribution
- The team’s goal is to optimize the client experience and ensure our clients’ overall success
- Assist financial advisors and other wealth managers with the onboarding process, including website registration and the submission and remediation of client subscriptions, redemptions and transfers
- Guide clients on capital calls, distributions and reporting
- Provide on-going client support via phone and email, answering a wide variety of questions in a timely and accurate manner, with the goal of ensuring overall client satisfaction
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives
- 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
- Work closely with the fund administrator to ensure timely and accurate capital activity and account maintenance processing
- Ensure client satisfaction by providing “white glove” service
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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