Platform and Client Operations - Associate Greenwich, CT, United States

iCapital; Salt Lake City (UT); On-site; USD 80,000 - 110,000; Full time

Job summary

A leading financial technology firm is seeking an Associate for their Operations team. This role focuses on enhancing operational scalability and ensuring excellence in client service. The ideal candidate will have experience in investment operations and strong analytical skills. Join a collaborative team dedicated to improving processes and delivering exceptional support to clients and partners.

Benefits

Equity for all full-time employees

Employer matched retirement plan

100% employer paid dental and vision

Unlimited paid time off (PTO)

Qualifications

• 3-6 years of experience in investment operations or client operations.
• Strong troubleshooting and analytical abilities.

Responsibilities

• Manage fund launch process end-to-end for top wealth and asset managers.
• Document processes and training related to platform and client evolution.

Skills

Analytical

Problem-Solving

Interpersonal Skills

Job description

Platform and Client Operations - Associate

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 client s. 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 (See link below).

About the Role

iCapital is seeking an Analyst or Associate to join the Operations team within our Client Success vertical. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of operational excellence to our client s and partners. This individual will become an expert and advisor on the iCapital platform and can contribute to its success and growth by understanding advisor and fund manager needs.This is a highly collaborative role, with a strong focus on improving operational processes as a team.

Responsibilities

• Understand the platform and product knowledge in-depth to address a wide range of client inquiries.
• Manage fund launch process end-to-end for top wealth and asset managers.
• Manage internal and external inquiries through effective queue management while optimizing client experience.
• Enhance and maintain internal resources and pipeline to support operations .
• Develop and maintain expert knowledge of the iCapital platform , formulating avenues to better educate client s and internal teams.
• Document processes, procedures, and training related to platform and client evolution.

Qualifications

• 3-6 years of experience within investment operations , middle-office operations , client operations , or technical operations /support
• Convey complex concepts clearly and concisely to a diverse audience
• Strong troubleshooting, analytical, and problem-solving abilities and able to collaborate cross-functionally in a fast-paced environment
• A strong foundation in technical troubleshooting and pattern recognition
• Patient and client -centric approach to delivering technical and platform support
• Strong verbal and written interpersonal skills, explaining complex concepts straightforwardly and transparently to client s and internal parties with limited knowledge of the topic
• Thrive in a fast-paced, dynamic environment, demonstrating flexibility, and able to quickly adjust to new challenges and priorities

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 four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

iCapital is proud to be an Equal Employment Opportunity and Affirmative 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.

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