icapital networkGreenwich, CT
Investor Relations - Associate
Investor Relations - Associate
Investor Relations - Associate
icapital networkGreenwich, CT
10 days ago
Securities, Commodities, and Financial Services Sales AgentsInvestment Fund ManagersFinancial and Investment Analysts
Portfolio Management and Investment AdviceInvestment Banking and Securities IntermediationMiscellaneous Financial Investment Activities
Apply for this role →iCapital 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.
Also on the board Same function, level within a rung
Level
Junior
Location
Greenwich, CT
Occupation
Securities, Commodities, and Financial Services Sales Agents
Industry
Portfolio Management and Investment Advice
Posted
10 days ago