Transactional Operations, Investor Servicing - Analyst / Associate

iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on investor services. This role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds.

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
• An annual performance bonus
• 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
• Unlimited paid time off (PTO)
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday

Company Overview

Company H1B Sponsorship