Investor Relations - Assistant Vice President

Posted 23 Days Ago
Be an Early Applicant
West New York, NJ
Hybrid
105K-125K Annually
Senior level
Fintech • Financial Services
The Role
The Investor Relations Assistant Vice President will manage client accounts, provide ongoing support to clients and high-profile fund managers, and collaborate with the Technology team to enhance the user experience on iCapital’s platform. This role focuses on client satisfaction and successful fundraising outcomes.
Summary Generated by Built In

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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base. This is a great opportunity for someone with the desire to 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 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 6-10 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
  • 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 like Word, PowerPoint, and Excel


Benefits

The base salary range for this role is $105,000 to $125,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.

The Company
New York, NY
1,464 Employees
Hybrid Workplace
Year Founded: 2013

What We Do

Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.

Why Work With Us

iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.

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