Investor Relations Associate - Client Success & Fundraising

Icapitalnetwork; Salt Lake City (UT); Hybrid; USD 70,000 - 85,000; 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 in Salt Lake City, UT is seeking an Associate for the Investor Relations team to service a growing client base. The role involves managing client inquiries, supporting fund managers, and assisting with special projects. Ideal candidates have a Bachelor's degree and 2-5+ years in financial services, with strong communication and organizational skills.

Salary range is $70,000 to $85,000, with benefits including equity, retirement plans, and unlimited PTO. Employees work on site Monday to Thursday, with remote flexibility on Fridays.

Qualifications

• 2-5+ years of experience in financial services, ideally in client service or investor relations.
• Proven ability to work cross-functionally with diverse stakeholders.
• Passion for exceeding client expectations.

Responsibilities

• Manage client inquiries via phone and email, ensuring client satisfaction.
• Assist fund managers with client subscriptions and fund closings.
• Support special projects for senior management.

Skills

Client service experience

Financial services knowledge

Microsoft Excel

Microsoft PowerPoint

Organizational skills

Communication skills

Presentation skills

Education

Bachelor’s Degree

Job description

iCapital in Salt Lake City, UT is seeking an Associate for the Investor Relations team to service a growing client base. The role involves managing client inquiries, supporting fund managers, and assisting with special projects. Ideal candidates have a Bachelor's degree and 2-5+ years in financial services, with strong communication and organizational skills.

Salary range is $70,000 to $85,000, with benefits including equity, retirement plans, and unlimited PTO. Employees work on site Monday to Thursday, with remote flexibility on Fridays.