Investor Relations Associate - Remote

Overview

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested in 1,690 funds, as of November 2024.

In Short

• Join the International Investor Relations team focusing on the Canadian market.
• Assist financial advisors and wealth managers with onboarding and client subscriptions.
• Guide clients on capital calls, distributions, and reporting.
• Provide ongoing client support via phone and email.
• Work closely with internal relationship managers to support client needs.
• Support fund managers in fundraising efforts and manage fund closings.
• Ensure timely and accurate capital activity and account maintenance.
• Deliver “white glove” service to ensure client satisfaction.

Requirements

• Bachelor’s degree.
• 3-5 years of experience in financial services, preferably in client service or investor relations.
• Knowledge of Fundserv and Canadian Fund Structures is a plus.
• Experience with high-net-worth clients and financial advisors.
• Excellent organizational skills and attention to detail.
• Strong interpersonal, written, and verbal communication skills.
• Able to meet deadlines and work effectively under pressure.
• Proficient in Microsoft Office applications.
• Fluency in French is a plus.

Benefits

• Flexible work schedule with in-office and remote options.
• Comprehensive benefits package including medical, dental, and life insurance.
• 100% premium coverage for Group Benefits for employees and dependents.
• Retirement Plans with company match.
• Unlimited Paid Time Off (PTO).