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Operations Analyst/Associate - Remote

Posted 4 weeks ago
Finance / Legal
Full Time
USA
$80,000 - $110,000/year

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 $184 billion in global client assets invested in 1,471 funds, as of March 2024.

In Short

  • Join the Operations team within the Client Success vertical.
  • Focus on enhancing operational scalability and driving innovation.
  • Become an expert on the iCapital platform.
  • Manage fund launch processes for wealth and asset managers.
  • Handle internal and external inquiries effectively.
  • Document processes and training related to platform evolution.
  • Collaborate with teams to improve operational processes.
  • Convey complex concepts clearly to diverse audiences.
  • Thrive in a fast-paced, dynamic environment.
  • Receive a comprehensive benefits package including equity and performance bonuses.

Requirements

  • 1-6 years of experience in investment operations or related fields.
  • Strong analytical and problem-solving abilities.
  • Excellent verbal and written communication skills.
  • Technical troubleshooting and pattern recognition skills.
  • Client-centric approach to technical support.
  • Ability to collaborate cross-functionally.
  • Flexibility to adjust to new challenges and priorities.

Benefits

  • Base salary range of $80,000 to $110,000.
  • Equity for all full-time employees.
  • Annual performance bonus.
  • Employer matched retirement plan.
  • Generously subsidized healthcare with 100% employer paid dental and vision.
  • Virtual mental health counseling.
  • Parental leave.
  • Unlimited paid time off (PTO).
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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