Transactional Operations, Investor Servicing - Analyst / Associate

icapitalnetwork

Utah, United States
Base: $60,000 to $80,000; bonus/equity: equity for...
Hybrid (on-site monday-thursday, remote on friday)
Investor lifecycle support
Account maintenance updates
Aml collection and updates
iCapital is seeking a motivated Analyst or Associate for their Transactional Operations team, focused on investor services. This role involves operational support for investor accounts, collaborating with various stakeholders in a dynamic environment

Job Summary

  • The role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds.
  • Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates.
  • iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.

Matching Summary

Match Score: 85

iCapital is seeking a motivated Analyst or Associate for their Transactional Operations team, focused on investor services. This role involves operational support for investor accounts, collaborating with various stakeholders in a dynamic environment.

Salary

Base: $60,000 to $80,000; Bonus/Equity: Equity for all full-time employees and an annual performance bonus; Benefits: Comprehensive benefits package including employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO)

Skills & Requirements

Must-have

  • Investor lifecycle support
  • Account maintenance updates
  • AML collection and updates
  • Client support and liaison
  • Proprietary technology platform

Nice-to-have

  • Collaborative and entrepreneurial environment
  • Interest or knowledge in technology

Key Requirements

  • Bachelor’s degree in a related field
  • 0-2 years of experience
  • Financial services experience preferred
  • Fund administrator or client service role experience preferred
  • Alternative investment industry experience preferred
  • Proficient computer skills (Microsoft Office)

Work Rights

Not specified

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