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iCapital
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Jobs at iCapital
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The role involves driving new business initiatives and expanding client relationships in financial reporting services across EMEA and APAC. Responsibilities include developing relationships with wealth managers, educating clients on technology capabilities, and leading system demonstrations. The candidate will also be involved in contract negotiations and market strategy development.
The Product Lead for APAC is responsible for executing the product strategy, collaborating with stakeholders to define requirements, prioritizing enhancements, and driving product development based on market trends. They will also mentor product management talent and ensure compliance with industry regulations.
As a Business Process Management Intern at iCapital, you will assist in project management, lead business analysis, facilitate communication among project teams, and provide training to users on new processes. This role emphasizes problem-solving and the ability to enhance operational efficiency within a dynamic, cross-functional team.
The Senior Vice President will support the Head of Client Solutions to develop and execute business strategy in Australia, manage client relationships, respond to RFPs, educate clients on Private Markets, and collaborate with internal teams to enhance client outcomes.
The role involves working within an alternative investments database, including downloading and organizing files, managing documents, creating and tracking Letters of Authorization, and reconciling transaction data in Excel. Attention to detail and timeliness is crucial.
The Client Delivery Specialist - Assistant Vice President will set up and maintain financial software, assist clients with issues, conduct financial reporting, and enhance client relationships through onboarding and support. They will also analyze portfolio performance and manage data feed, ensuring operational effectiveness.
The Client Delivery Specialist Associate at iCapital will support clients by managing financial software applications, conducting account reconciliations, analyzing portfolio performance, and assisting in client onboarding and training. This role combines finance and technology to enhance client relationships and operational effectiveness through software maintenance and project completion.
The Client Delivery Advocate Analyst role involves delivering high-quality financial reporting, data aggregation, and client support. Responsibilities include analyzing portfolio performance, conducting reconciliations, generating reports, and maintaining software systems while fostering strong client relationships.
As the Client Delivery Team Lead, you will manage client onboarding, provide ongoing support, and ensure smooth software setup for financial applications. The role involves analyzing financial performance, developing client relationships, leading a team, and implementing effective operational practices.
The Analyst will support the Structured Investments Distribution team by conducting extensive outbound calls to set appointments for sales professionals, analyzing sales trends, learning product features, and assisting with client and vendor interactions. The role requires a proactive approach to learning and a strong ability to communicate effectively about financial products.
The Associate will support the Structured Investments Distribution team by managing trading operations, resolving trade breaks, entering orders into Axio Exchange, and assisting with account setups and month-end closeouts, while ensuring effective communication with trading partners and accuracy in trade confirmations.
The Assistant Vice President, APAC Legal Counsel will represent private funds, negotiate agreements, draft legal documentation, coordinate with outside legal counsel, and advise on legal implications of products across jurisdictions. The role demands strong interpersonal skills and the ability to manage projects effectively.
The Compliance Officer will assist in developing compliance strategies and guidelines for iCapital’s APAC operations. Responsibilities include collaborating with management and external partners, implementing compliance policies, and ensuring the firm meets regulatory obligations. The role requires substantial experience in compliance within regulated financial entities.
The Associate will support business development in the Asia Pacific region, focusing on Wealth and Asset Managers. Responsibilities include managing client relationships, responding to RFPs, providing client education on Private Markets, and collaborating internally to enhance client outcomes.
The role focuses on expanding iCapital's presence in the U.S. wealth channel, particularly within the Independent Broker Dealer segment. Responsibilities include managing client relationships, driving new business initiatives, conducting market analysis, creating presentations, negotiating contracts, and ensuring seamless onboarding for clients.
The role involves supporting iCapital's international expansion strategy in the Asia Pacific region by managing client relationships, facilitating business development, coordinating RFPs and onboarding, and ensuring accurate CRM data management.
The Client Delivery Advocate Analyst will work within the Data Solutions team to provide client support, conduct financial reporting, analyze portfolio performance, manage data issues, and maintain software applications, ensuring accurate and timely delivery of services to high-net-worth clients.
The role involves providing operational and strategic support for iCapital's growth by implementing core strategies, improving processes, and collaborating across departments. The candidate will focus on project management, framework development for business strategies, and conducting research and analysis for decision-making support.
The AI/ML Engineer will develop and integrate innovative AI and machine learning solutions, maintaining RESTful APIs and collaborating across teams. Responsibilities include designing and deploying models, enhancing MLOps, and mentoring team members at AVP/VP levels, focusing on driving technological advancement in a financial tech context.
The Analyst will provide sales support for the Structured Investments Distribution team by conducting calls to set appointments, learning iCapital products, analyzing sales trends, and assisting senior sales professionals. The role requires effective communication, strong organizational skills, and the ability to work in a fast-paced environment while making over 100 outbound calls daily.
