Investor Relations, LATAM- Associate

Responsibilities

• Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction.
• Troubleshoot and support the resolution of client issues by coordinating with cross-functional internal teams and third-party partners (client solutions, transactional operations, fund finance, custodian operations, legal and fund administrators), ensuring timely follow-up and clear communication.
• 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.
• Guide and train clients using iCapital’s proprietary technology platform.
• Collaborate with the Technology team to optimize the user experience through enhancements platform by providing constructive feedback.

Qualifications

• Bachelor’s degree with 3-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments.
• Fluent Spanish speaker is required.
• Fluency in Portuguese is a plus.
• 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.
• Proven ability to multi-task and work both independently and as a team player.
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel).

Pay

The base salary range for this role is $85,000 to $100,000. 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).

Schedule

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.