iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an Associate to focus on Canadian feeder fund origination for hedge funds and private market offerings. This is a role within the Client Success department and will report to a Senior Vice President on the Fund Origination team. This individual will work with the team who is responsible for new product development, product structuring, manager onboarding, and fund lifecycle management. This role will be responsible for supporting the product lifecycle management of various alternative investment vehicles focusing on Hedge Funds, Private Equity, and other investment structures. This includes executing processes related to adding new funds to the platform, support of regular meetings and preparing reports, presentations, and fact cards. This team stands at the heart of iCapital’s growth into new markets and fund structures and this candidate will play an important role in helping develop business plans, managing projects and processes for new strategic initiatives.
Responsibilities
- Prepare fund marketing materials with the appropriate information, including updates.
- Coordinate with the internal Compliance and Legal teams on review and approvals.
- Assist with the preparation and coordination of materials related to new fund approvals and new fund launches.
- Support projects related to onboarding new funds and working across the organization to assure on-time and successful completion.
- Prepare and disseminate project progress notes.
- Input and update fund governance details on a regular basis.
- Assist in various fund launch activities.
- Monitor and manage me the team inbox to address and close out GP inquires in a timely manner.
Qualifications
- Bachelor’s degree in a relevant field
- 4+ years of experience preferably with fund administration, fund management, or custodial relationships
- Experience in alternative investments is a plus
- Positive attitude, and a desire to work in a fast-moving entrepreneurial environment
- Able to handle multiple tasks and prioritize assignments
- Detail-oriented, self-starter that is accustomed to project work with tight deadlines
- Strong working knowledge of Microsoft Office
- Strong analytical and verbal and written communication skills
Benefits
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans so of which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
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.
Top Skills
What We Do
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Why Work With Us
iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.
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