Transactional Operations, Investor Servicing - Analyst / Associate
iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, focusing on investor services. The role centers on providing operational support around account maintenance for feeder funds and collaborating with various stakeholders to enhance the investor experience.
Responsibilities
- Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates
- Deliver ongoing client support and liaise across internal groups and external administrators
- Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform
Skills
- Bachelor's degree in a related field
- 0-2 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
- 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)
- Interest or knowledge in technology
Benefits
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental
- Vision
- Telemedicine
- Virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
Company Overview
Company H1B Sponsorship