iCapital
New York, NY
Hybrid

Client Platform Support – Analyst / Associate

Sorry, this job was removed at 1:41 p.m. (EST) on Thursday, March 17, 2022
Find out who's hiring in Greater NYC Area.
See all Operations jobs in Greater NYC Area
Apply
By clicking Apply Now you agree to share your profile information with the hiring company.

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 $113 billion in global client assets invested in 942 funds, as of January 2022.

iCapital was named Solutions Provider of the Year at the 2020 MMI/Barron’s Industry Awards and selected to the 2018, 2019, 2020 and 2021 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.

About the Role

iCapital Network is forming a new group, Client Technical Support, within the Client Success – Investor Relations team to provide technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company’s mission to create a best-in-class user experience. This is a great opportunity for someone with a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment.

Responsibilities

  • Respond to to platform specific inquiries from users across all iCapital’s software, including the main platform and white label sites for investments, AI Insight for advisor training and education, and FactorE for portfolio analytics.
  • Effectively troubleshoot basic technical issues and escalate as needed, providing timely resolutions.
  • Lead demos of iCapital’s software for clients, service providers, and other partners.
  • Synthesize customer feedback and collaborate with Investor Relations, Technology, and other departments to optimize the user experience.

Qualifications

  • Strong interpersonal and communication skills and a client-friendly demeanor
  • Able to meet deadlines and work effectively under pressure
  • Proven ability to multi-task and work both independently and as a team player
  • Technical experience including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus)
  • Familiarity with alternative investments is preferred
  • Bachelor’s Degree with 3-5 years of previous work experience in a client service or technical support role

Benefits

iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, and an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; and generous paid time off (PTO) featuring unlimited sick time and parental leave. 

As we re-enter our offices, iCapital offers most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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

iCapital Network 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.

See More
Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.

What are iCapital Perks + Benefits

Culture
Volunteer in local community
The Philanthropy Committee has been leading our company’s efforts to support organizations such as Northwell Health and City Harvest, which have been serving on the frontlines within our communities
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
A 100% employer paid benefit
Vision insurance
A 100% employer paid benefit
Health insurance
To help lower the cost of employee monthly healthcare premiums, we offer a rich benefits program that's generously employer subsidized
Life insurance
Wellness programs
We partner with United Healthcare Oxford and offer their Sweat Equity Program for gym reimbursement
Mental health benefits
We offer First Stop Health, an employer paid benefit, providing 24/7 telemedicine and virtual mental health counseling to both employees and their families
Financial & Retirement
401(K)
401(K) matching
We match 100% of an employee's contributions up to 3% of their annual gross salary
Company equity
Employee stock purchase plan
We allow qualified employees to purchase company shares.
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
We offer unlimited sick time to all full time employees
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
We host monthly themed happy hours
Home-office stipend for remote employees
All new employees receive a laptop, computer monitor, keyboard, and mouse. As we continue to work remotely during COVID-19, we have provided all employees with necessary computer accessories
Mother's room
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications
The certificate provided is related to the employee's role and considered a necessity for them to perform their job function.
Personal development training

More Jobs at iCapital

Apply Now
By clicking Apply Now you agree to share your profile information with the hiring company.
Learn more about iCapitalFind similar jobs like this