Transactional Operations, Investor Onboarding - Analyst / Associate

Icapitalnetwork

Utah, United States
Base: $60,000 to $80,000; bonus/equity: equity for...
Hybrid (on-site monday-thursday, remote friday)
Transactional support for alternative investments
Investor lifecycle support
Fund administrator collaboration
iCapital is seeking an Analyst or Associate for its Transactional Operations team, focusing on investor onboarding and operational support for feeder funds. The role requires strong communication and organizational skills, with an emphasis on delivering a seamless client experience

Job Summary

  • The Transactional Operations team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle.
  • Responsibilities include providing dedicated support throughout initial onboarding and subsequent transactional processing for feeder funds, and working closely with fund administrators to ensure seamless client experience.
  • iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus, along with a comprehensive benefits package.

Matching Summary

Match Score: 85

iCapital is seeking an Analyst or Associate for its Transactional Operations team, focusing on investor onboarding and operational support for feeder funds. The role requires strong communication and organizational skills, with an emphasis on delivering a seamless client experience.

Salary

Base: $60,000 to $80,000; Bonus/Equity: equity for all full-time employees, and an annual performance bonus; Benefits: comprehensive benefits package

Skills & Requirements

Must-have

  • Transactional support for alternative investments
  • Investor lifecycle support
  • Fund administrator collaboration
  • Proprietary technology platform enhancements

Nice-to-have

  • Entrepreneurial environment experience
  • Interest in technology
  • Collaborative team player

Key Requirements

  • Bachelor's degree in a related field
  • 1-5 years of experience in financial services
  • Experience with transactional support for alternative investments
  • Basic understanding of AML, tax, and CRS documentation

Work Rights

Not specified

Tailored Resume

Cover Letter