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The Investor Relations Associate will service a growing client base by providing dedicated client account coverage, supporting fundraising efforts, and collaborating with the technology team to optimize the user experience on iCapital’s platform. Responsibilities include client support, managing subscription processes, and ensuring overall client satisfaction.
As a Project Manager, you will integrate platform assets and collaborate with product managers and technology leads to ensure timely tech development. Responsibilities include documenting user stories in JIRA, managing engineering timelines, and facilitating decision-making among teams.
This role involves leading client coverage activities and managing a team within the US Asset Management Channel at iCapital. The individual will focus on client acquisition, developing relationships, and driving business initiatives, while managing internal stakeholders and ensuring excellent client experience through strategic solutions and product offerings.
The Client Delivery Advocate at iCapital will partner with wealth managers to execute day-to-day investment operations, liaise with stakeholders, prepare investment documentation, and ensure high-quality service delivery to clients. Responsibilities include coordinating with various parties, maintaining client information, reviewing investment documents, and implementing process improvements. Qualifications include client service experience, organizational skills, attention to detail, knowledge of financial products, and ability to thrive in a team environment. The base salary range for this role is $55,000 per year.
The International Client Solutions Associate at iCapital will develop and manage relationships with banks and brokers in Latin America, assist with new business pitches, support client onboarding, and communicate internal feedback to enhance client experiences.
The role of Relationship Manager Associate involves developing and maintaining relationships with banks, brokers, family offices, and institutions in the LATAM region, as well as assisting with business development initiatives and client support on the iCapital platform.
The Sales Support Analyst will provide customer service to financial advisors, acting as a liaison between Sales, Investor Relations, Fund Finance, and Operations. Responsibilities include maintaining Salesforce records, developing advisor relationships, improving product knowledge, and assisting with investment access on the iCapital platform.
The Senior Vice President of Hedge Fund Finance at iCapital is responsible for managing an accounting team that services various fund vehicles, overseeing financial reporting, compliance, and fund operations. This role demands collaboration with multiple teams to enhance processes and ensure efficient operations across the organization.
Seeking a Compliance Officer with 5+ years of experience in compliance, business controls, operations, and regulatory experience with a financial entity regulated by SFC. The role involves developing compliance strategies, working with senior management, and ensuring regulatory compliance in APAC. Proficiency in English is required, and Chinese language capability is a plus.
The Master Data Management Analyst will ensure the accuracy of critical data elements in the Fund's Global Data Master, extract key legal and economic terms from documents, assist in creating business rules for data quality, and collaborate with team members to meet goals.
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