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About the Role

iCapital seeks an Associate for the International Investor Relations team, focusing on the Canadian market. This role involves maintaining and expanding relationships with financial institutions and supporting client investments in iCapital’s Canadian funds and technology platform. The team aims to optimize client experience and ensure client success by assisting investors, financial advisors, and fund sponsors.

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.

Requirements

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

Skills

Microsoft Office applications (Word, PowerPoint, Excel)
Fundserv
Canadian Fund Structures
Account types
Transactional support for alternative investments
Client service
Investor relations
French language proficiency

Location

Canada

Work Type

Hybrid
In-office Monday-Thursday
Remote on Friday

Experience Level

2-5 years

Education Level

Bachelor's degree

Salary/Compensations

Competitive total compensation package consisting of salary, bonus, and equity

Benefits

Company pays 100% of the premium for all Group Benefits for you and your dependents
Medical
Dental
Vision
Prescription
Life insurance
Long-term disability
Retirement Plans with company match
Unlimited Paid Time Off (PTO)

About the Company

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us

Equal Opportunity

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.