Full-Time

Head of Investor Relations

Managing Director

Posted on 6/18/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Compensation Overview

$240k - $280kAnnually

+ Equity + Annual Performance Bonus

Senior

New York, NY, USA

Required Skills
Communications
Management
Requirements
  • Bachelor’s Degree in a related field
  • 15+ years of experience in financial services, preferably in a client services or investor relations role. Experience with alternative investments is a plus
  • Excellent leadership and managerial skills, emotional intelligence, diplomatic, charismatic, persuasive, and credible to a wide variety of audiences, both internal and external
  • Passion for the application of innovative technology
  • Strong written, verbal, and interpersonal communication skills
  • Willingness to learn new topics and work in an evolving, entrepreneurial business environment
  • Able to work well in a cross-functional, matrix management environment with a highly collaborative, team-oriented approach to problem-solving
  • Effectively prioritize tasks, meet deadlines, and work under pressure with a high level of attention to detail
  • Experience managing a global team of people
Responsibilities
  • Liaise with internal and external clients on opportunities to improve the client experience and outcomes
  • Design and improve the control environment for Investor Relations in coordination with platform technology build outs
  • Work with the Product and Technology teams to design new and enhance existing platform functionality
  • Integrate new platform tools with existing workflows and processes
  • Iterate on management reporting and perfect client deliverables
  • Structure the team for efficiency and scale
  • Understand the iCapital platform and its various use cases and highlight and demonstrate the benefits to different client constituents
  • Understand different alternative investment asset types and fund structures and help others understand them
  • Understand iCapital’s client base, including how they interact with our funds and technology and ensure sufficient resources are being deployed to manage their investments
  • Educate on all aspects of an alternative investment’s life cycle as well as taxes, terms, subscription processing, redemptions, transfers, and LOAs
  • Continue to hire and refine the organizational structure in line with global growth, client needs, and business needs
  • Look for efficiencies with respect to training and hiring to bring new client service associates online quickly and consistently grow the knowledge base
  • Drive change in processes, challenge the status quo, ensure the team has a client first and client centric mentality, and has the tools to deliver on it
  • Ensure best in class training programs for the existing team and all new hires
  • Oversee all aspects of onboarding new clients and investors
  • Manage subscription activities and fund raising across many funds per week including working with third party admins to clear clients and managing close processes
  • Oversee the management of all fund related transactional processes related to a client subscription. This includes but is not limited to LOAs, transfers, and redemptions
  • Shepherd incoming investors via their advisors throughout the lifecycle of the investment process
  • Oversee and manage all investment related communications across our client base

iCapital powers the alternative investment marketplace with its class-defining technology and powerful analytical tools, offering end-to-end enterprise solutions and an innovative operating system. The company's secure platform automates and streamlines the complex process of private market investing, providing unrivaled access, technology, and education to incorporate alternative assets into core portfolio strategies for financial advisors, wealth managers, and asset managers worldwide.

Company Stage

Series C

Total Funding

$717.3M

Headquarters

New York, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

20%

1 year growth

26%

2 year growth

90%

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