Investor Relations - Analyst

About the Role

iCapital is looking to hire an Associate to join the International Investor Relations team with a focus on the Canadian market. This individual will work closely with internal teams and the fund administrator to help maintain and expand relationships across the region. This role will help to support banks, independent wealth managers, dealers and family offices across Canada and will primarily work in assisting them with their investments in iCapital’s Canadian funds and on iCapital’s technology platform.

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 iCapital’s platform for distribution. The team’s goal is to optimize the client experience and ensure our clients’ overall success.

Responsibilities

• Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
• Assist financial advisors and other wealth managers with the onboarding process, including website registration and the submission and remediation of client subscriptions, redemptions and transfers.
• Provide on-going client support via phone and email, answering a wide variety of questions in a timely and accurate manner, with the goal of ensuring overall client satisfaction.
• Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
• 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.
• Work closely with the fund administrator to ensure timely and accurate capital activity and account maintenance processing.

Qualifications

• Bachelor’s degree is required
• 2-5 years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments in Canada
• Knowledge of Fundserv, Canadian Fund Structures and Account types is a plus
• Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
• 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)
• Fluency in French is a plus

Benefits

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 offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees.   The Company pays 100% of the premium for all Group Benefits for you and your dependents.  Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability.  We offer a variety of Retirement Plans which have a company match.   We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us 

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination.  iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.