Investor Relations - Associate

Responsibilities

• Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
• Provide ongoing 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.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

Qualifications

• Bachelor’s degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments.
• Ability to manage phone queue during operating hours 8:30am-6 PM EST.
• Experience with high-net-worth clients, financial advisors, and fund managers.
• Excellent organizational skills and attention to detail.
• Strong interpersonal, written, and verbal communication skills.
• Able to meet deadlines and work effectively under pressure.
• Prowess in multi-tasking and working both independently and as a team player.
• Proficient computer skills, specifically Microsoft Office applications like Word, PowerPoint, and Excel.

Benefits

• The base salary range for this role is $80,000 to $110,000.
• 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.