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Investor Reporting Analyst - Remote

Posted 15 weeks ago
Finance / Legal
Full Time
FL, USA
$70,000 - $75,000/year

Overview

iCapital is looking for an Analyst to join the Investor Reporting team, responsible for preparing and distributing investor communications, focusing on client reports for private equity and hedge funds.

In Short

  • Join the Investor Reporting team at iCapital.
  • Prepare and distribute investor communications.
  • Focus on client reports for private equity and hedge funds.
  • Interact with industry-leading Wirehouses and investment professionals.
  • Review and analyze quantitative fund performance information.
  • Coordinate compliance reviews and approvals.
  • Draft capital call and distribution notices.
  • Maintain communication with financial sponsors.
  • Serve as a Private Equity product specialist.
  • Work in a fast-paced entrepreneurial environment.

Requirements

  • 1-3 years of experience in hedge fund or private equity.
  • Experience in report writing and investor communications.
  • Detail-oriented and problem-solving skills.
  • Strong Microsoft Office skills, especially Excel.
  • Excellent communication skills.
  • Ability to manage multiple tasks effectively.
  • Proactive team player with a positive attitude.

Benefits

  • Base salary range of $70,000 to $75,000.
  • Equity for all full-time employees.
  • Annual performance bonus.
  • Comprehensive benefits package including healthcare.
  • Employer matched retirement plan.
  • Unlimited paid time off (PTO).
  • Flexibility to work remotely on Fridays.
iCapital logo

iCapital

iCapital is a leading financial technology platform that revolutionizes the alternative investment marketplace, enabling advisors, wealth management firms, asset managers, and banks to effectively evaluate and recommend tailored public and private market strategies for high-net-worth clients. With approximately $209 billion in global client assets invested across 1,690 funds as of November 2024, iCapital has earned recognition as a top fintech company, being named to the Forbes Fintech 50 for seven consecutive years and receiving multiple awards for its innovative solutions. The company is committed to providing exceptional client service and fostering inclusive workplace practices.

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