Investor Relations - Associate

About the role

iCapital is looking to hire an Associate to join the International Investor Relations team with a focus on the Canadian market. This individual will work closely with internal teams and the fund administrator to help maintain and expand relationships across the region. This role will help to support banks, independent wealth managers, dealers and family offices across Canada and will primarily work in assisting them with their investments in iCapital's Canadian funds and on iCapital's technology platform. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using iCapital's platform for distribution. The team's goal is to optimize the client experience and ensure our clients' overall success.

Responsibilities

• Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform.
• Assist financial advisors and other wealth managers with the onboarding process, including website registration and the submission and remediation of client subscriptions, redemptions and transfers.
• Provide on-going client support via phone and email, answering a wide variety of questions in a timely and accurate manner, with the goal of ensuring overall client satisfaction.
• Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives.
• Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
• Work closely with the fund administrator to ensure timely and accurate capital activity and account maintenance processing.

Requirements

• Bachelor's degree is required
• 2-5 years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments in Canada
• Knowledge of Fundserv, Canadian Fund Structures and Account types is a plus
• Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skills
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi-task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
• Fluency in French is a plus

Benefits

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