Investor Relations - Associate
icapitalSalt Lake City, UT
$70,000 to $80,000
Apply nowInvestor Relations - Associate
L3
icapitalSalt Lake City, UT5 days ago
$70,000 to $80,000
Occupations
Securities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersFinancial and Investment AnalystsIndustries
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment ActivitiesiCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.
Responsibilities:
Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Qualifications:
Bachelor’s degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments
Ability to manage phone queue during operating hours 8:30am-6 PM EST
Experience with high-net-worth clients, financial advisors, and fund managers
Excellent organizational skills and attention to detail
Strong interpersonal, written, and verbal communication skill
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 like Word, PowerPoint, and Excel
The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive 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, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Voluntary Self-Identification of Disability Disabilities include, but are not limited to:
Alcohol or other substance use disorder (not currently using drugs illegally)
Blind or low vision
Cancer (past or present)
Cardiovascular or heart disease
Celiac disease
Cerebral palsy
Deaf or serious difficulty hearing
Diabetes
Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
Epilepsy or other seizure disorder
Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
Missing limbs or partially missing limbs
Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
Partial or complete paralysis (any cause)
Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
Apply now
Level
JuniorL3
Salary
$70,000 to $80,000
Location
Salt Lake City, UT
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
5 days ago
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