About the role
Who you are
- Bachelor’s degree is required
- 3-5 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 high-net-worth clients, financial advisors, and fund managers
- 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 required
What the job involves
- ICapital is looking to hire an English and French- speaking 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
- 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
- Guide clients on capital calls, distributions and reporting
- 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
- Ensure client satisfaction by providing “white glove” service
About iCapital
iCapital is powering the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.
At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176.3 billion in global platform assets, iCapital's operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employees more than 1,200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes FINTECH 50 for 2018, 2019, 2020, 2021, 2022, and 2023, and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2023, 2021, 2020. https://icapital.com/about-us/recognition/
About the role
Who you are
- Bachelor’s degree is required
- 3-5 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 high-net-worth clients, financial advisors, and fund managers
- 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 required
What the job involves
- ICapital is looking to hire an English and French- speaking 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
- 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
- Guide clients on capital calls, distributions and reporting
- 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
- Ensure client satisfaction by providing “white glove” service
About iCapital
iCapital is powering the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.
At the forefront of the digital transformation in alternative investing, iCapital's secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $176.3 billion in global platform assets, iCapital's operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employees more than 1,200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes FINTECH 50 for 2018, 2019, 2020, 2021, 2022, and 2023, and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2023, 2021, 2020. https://icapital.com/about-us/recognition/