Investor Relations, iCapital

Analyst / Associate, LATAM, Portuguese Required

$75-105k

+ Annual Performance Bonus + Equity

Excel

Junior, Mid, Senior and Expert level

New York

More information about location

4 days a week in office

Fintech platform for alternative investments

Be an early applicant

Fintech platform for alternative investments

1001+ employees

FintechB2BBankingInvestingSaaS

Be an early applicant

$75-105k

+ Annual Performance Bonus + Equity

Excel

Junior, Mid, Senior and Expert level

New York

More information about location

4 days a week in office

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To power the world’s alternative investment marketplace.

Job

Company

Role

Who you are

Bachelor’s degree with 2-6+ years of experience in financial services, preferably in client service or investor relations role in alternative investments
Fluent Portuguese speaker is required
Fluency in Spanish 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 Analyst/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 our partner in the region, Unicorn Strategic Partners, to ensure new and existing clients and advisors are properly trained to use the platform and are provided with 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

Company

Funding (last 2 of 7 rounds)

Jul 2025

$820m

LATE VC

Dec 2021

$50m

LATE VC

Total funding: $1.5bn

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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