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Investor Relations – Associate
| Company | iCapital Network |
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| Location | Greenwich, CT, USA |
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| Salary | $85000 – $105000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Mid Level, Senior |
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Requirements
- Bachelor’s degree is required
- 2-5 years of experience in financial services, preferably in a fund administrator or client service role within the alternative investments industry
- Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
- Knowledge of industry standard AML, tax, and CRS documentation and requirements
- 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 (Word, PowerPoint, Excel)
- Comfort with or interest in technology
Responsibilities
- Provide dedicated support throughout initial onboarding and subsequent transactional processing, working closely with fund administrators to ensure a seamless client experience.
- Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed.
- Support high-profile fund managers and distributors 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.
Preferred Qualifications
No preferred qualifications provided.
