Investor Relations - 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 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 seeking an Associate to service the company’s rapidly growing client base within the Investor Relations team. 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 platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success. 

Responsibilities

• Collaborate with due diligence team for M&A processes from start to finish across financial, legal, and business diligence workstreams.
• Assist in the acquisition integration planning and execution across business functions.
• Assist financial advisors and high net worth investors.
• Provide on-going 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. 
• Assist with special projects for senior management in support of iCapital’s businesses.  

Qualifications

• Bachelor’s Degree 
• 2-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments 
• Strong experience in Microsoft Office applications, specifically Excel and PowerPoint
• Excellent organizational, communication, and presentation skills
• Able to meet deadlines and work effectively under pressure
• Team player with proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
• Alts Experience and familiar with overall Alt’s process

Benefits

The base salary range for this role is $85,000 to $105,000.  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.