Platform and Client Operations - Analyst / Associate

ZipRecruiter; London; Hybrid; USD 70,000 - 110,000; Full time

Job summary

A leading financial technology company is seeking an Analyst or Associate for its Operations team. This role focuses on enhancing client success through operational excellence and innovation. Candidates with 3-6 years of relevant experience and strong analytical and communication skills are encouraged to apply. The position offers a competitive salary and comprehensive benefits.

Benefits

Matched retirement plan

Subsidized healthcare (dental, vision, telemedicine, mental health)

Parental leave

Unlimited PTO

Qualifications

• 3-6 years of experience in investment operations or client operations.
• Ability to convey complex concepts clearly.
• Strong troubleshooting and analytical skills.

Responsibilities

• Develop knowledge of the platform to address client inquiries.
• Manage fund launch processes for asset managers.
• Document processes related to platform and client interactions.

Skills

Analytical skills

Problem-solving skills

Communication skills

Job description

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $184 billion in global client assets invested in 1,471 funds, as of March 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award.

About the Role

iCapital is seeking an Analyst or Associate to join the Operations team within our Client Success vertical. This role focuses on enhancing operational scalability, driving innovation, and delivering operational excellence to our clients and partners. The individual will become an expert on the iCapital platform, understanding advisor and fund manager needs, and contributing to its growth. This is a collaborative role with a focus on improving operational processes.

Responsibilities

• Develop in-depth knowledge of the platform to address client inquiries effectively.
• Manage fund launch processes end-to-end for top wealth and asset managers.
• Handle internal and external inquiries through effective queue management, optimizing client experience.
• Maintain and improve internal resources and pipelines to support operations.
• Become an expert on the iCapital platform to better educate clients and internal teams.
• Document processes, procedures, and training related to platform and client interactions.

Qualifications

• 3-6 years of experience in investment operations, middle-office, client operations, or technical support.
• Ability to convey complex concepts clearly to diverse audiences.
• Strong troubleshooting, analytical, and problem-solving skills; ability to collaborate in a fast-paced environment.
• Technical troubleshooting and pattern recognition skills.
• Patience and client-centric approach to platform support.
• Excellent verbal and written communication skills, capable of explaining complex topics straightforwardly.
• Adaptability to a dynamic environment with changing priorities.

Benefits

The salary range for this role is $70,000 to $110,000. iCapital offers a comprehensive compensation package including salary, equity, and annual performance bonuses. Benefits include a matched retirement plan, subsidized healthcare (dental, vision, telemedicine, mental health), parental leave, and unlimited PTO.

Employees will work in-office four days a week with one day remote, depending on departmental needs.

For more about iCapital, visit https://www.icapitalnetwork.com/about. Follow us on Twitter @icapitalnetwork and LinkedIn https://www.linkedin.com/company/icapital.

iCapital is an Equal Employment Opportunity employer. We do not discriminate based on race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or other protected characteristics.