iCapital is transforming investing in private equity, private credit, real estate, hedge funds, and structured investments by removing the roadblocks that have prevented greater participation in these private strategies. Join the Fintech company that is disrupting how individuals invest in private capital markets. iCapital services approximately $206 billion in global client assets invested in 1,679 funds, as of October 2024.
Join us this summer and make a meaningful impact while developing your professional skills in a dynamic team environment. Help shape the future of Fintech in the global Alternative Investment space.
Key features of our summer internship:
- Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.
- Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.
- Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
- Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.
- Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.
- Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.
About the role:
Client Success at iCapital comprises four distinct business units: Investor Relations, Enterprise Integration, Client Operations and Reporting, and Fund Finance. These units work together within a single vertical to ensure our clients achieve their desired outcomes with our products and services. This internship will primarily involve interaction with the Investor Relations team, but interns will also have the opportunity to engage with individuals from other departments and gain insights into each distinct area.
Our approach is to anticipate clients' challenges and questions, providing proactive solutions and answers. The teams focus on customer support, addressing inquiries, and collaborating to resolve issues efficiently. As one of the largest departments within iCapital, Client Success plays a critical role in ensuring our clients' success.
- Participate in project-based work integral to communicating and servicing investors and clients.
- Leverage internal platform and applications such as Salesforce and Fresh Desk Salesforce and Fresh Desk systems for business solutions.
- Assist with data reviews and reconciliations to increase team efficiency.
Valued qualities and key skills:
- Highly inquisitive, collaborative, and a creative problem solver
- Possess foundational knowledge of and/or genuine interest in the financial markets
- Able to thrive in a fast-paced environment
- Able to adapt to new responsibilities and manage competing priorities
- Technologically proficient in Microsoft Office (Excel, PowerPoint)
- Strong verbal and written communication skills
What we offer:
- Outings with iCapital team members and fellow interns to build connections and grow your network.
- Corporate culture and volunteer activities in support of the communities where we live and work.
- Rooftop Happy Hours showcasing our impressive views of NYC.
Eligibility:
- A rising junior or senior in a U.S. college/university bachelor’s degree program
- Committed to working five days a week in the New York City office for the entire duration of the internship
- Authorized to work in the United States*
*We are unable to offer any type of employment-based immigration sponsorship for this program
Pay Rate: $41.00/hour + relocation stipend and transportation stipend
iCapital in the Press:
We are at the cutting edge of using technology to democratize investing in alternatives, but don’t take our word for it. Here’s what others are saying about us:
- Seven consecutive years on the Forbes Fintech 50 list, which highlights the most innovative private companies in personal finance, investing payments and crypto assets
- Three-time selection to Forbes’ Best Startup Employers List
- Four-time winner of the Money Management Institute/Barron’s Solutions Provider of the Year
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 be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
