Investor Relations - Associate

Icapitalnetwork; Greenwich (CT); Hybrid; USD 80,000 - 110,000; Full time

Benefits offered by this job

Employer matched retirement plan

100% employer paid dental and vision

Unlimited paid time off (PTO)

Job summary

iCapital is seeking an Associate to join its Investor Relations team based in Greenwich, Connecticut. This position involves dedicated client account coverage and collaboration with fund managers to enhance the user experience on iCapital’s technology platform.

The ideal candidate will have a Bachelor’s degree and 2-6+ years of experience in financial services, especially with high-net-worth clients. A competitive salary range of $80,000 to $110,000, equity options, and generous benefits, including unlimited PTO, are offered.

Qualifications

• 2-6+ years of experience in financial services, preferably in client service or investor relations.
• Experience with high-net-worth clients and financial advisors.
• Ability to manage a phone queue during specified hours.

Responsibilities

• Provide dedicated coverage of client accounts and support internal relationship managers.
• Ensure overall client satisfaction through timely responses.
• Assist high-profile fund managers with fundraising efforts.

Skills

Client service

Organizational skills

Communication

Multi-tasking

Education

Bachelor’s degree

Tools

Microsoft Office

Job description

About the Role

iCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. 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 the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.

Responsibilities

• 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.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Qualifications

• Bachelor’s degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments
• Ability to manage phone queue during operating hours 8:30am-6 PM EST
• Experience with high-net-worth clients, financial advisors, and fund managers
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skill
• 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 like Word, PowerPoint, and Excel

Benefits

The base salary range for this role is $80,000 to $110,000. 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.

Equal Employment Opportunity

iCapital is proud to be an Equal Employment Opportunity and Aff...ermative 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.