Facebook pixel

Investor Relations
Analyst / Associate
Confirmed live in the last 24 hours
Locations
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
PowerPoint/Keynote/Slides
Requirements
  • 1-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
  • Bachelor's Degree
  • Excellent organizational skills and attention to detail
  • Strong interpersonal and communication skills - both written and verbal
  • 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
  • Assist financial advisors and high net worth investors with the onboarding process, including website registration and the submission of investor subscription and AML documents
  • 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
iCapital Network

501-1,000 employees

Company Overview
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
Benefits
  • COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan
  • Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Unlimited PTO
  • Parental Leave
Company Values
  • Integrity - Honesty and integrity are fundamental to everything we do.
  • Collaboration - Teamwork and collaboration are the foundation of our success.
  • Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
  • Partnership - The success of our clients and partners is our relentless focus.
  • Excellence - We Strive for flawless execution.