Investor Relations Associate, iCapital
LATAM
$85-105k
+ Equity + Annual Performance Bonus
In office Monday-Thursday
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$85-105k
+ Equity + Annual Performance Bonus
In office Monday-Thursday
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Bachelor’s degree with 3-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Fluent Spanish speaker is required
- Fluency in Portuguese 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)
What the job involves
- ICapital is looking to hire an Associate to join the International Investor Relations team with a focus on Latin America (“LATAM”). This individual will work closely with our Client Solutions department and help maintain and expand relationships across the region
- This role will help to support banks, independent brokers, dealers, family offices and small institutions across LATAM and will primarily work in assisting them with their investments on iCapital’s technology platform. The team’s goal is to optimize the user experience and ensure our clients’ overall success
- 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
- Work collaboratively with internal cross-functional teams and Unicorn Strategic Partners, our partner in the region, to ensure new and existing clients and advisors are properly trained to use the platform and are provided adequate hands-on support during their first trades
- Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform
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
Insights
Few candidates hear
back within 2 weeks
42% employee growth in 12 months
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
Articles
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
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Diversity, Equity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
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