About the Role
iCapital is looking to hire an English and French- speaking 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
- 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.
- Guide clients on capital calls, distributions and reporting.
- 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.
- Ensure client satisfaction by providing “white glove” service.
Qualifications
- Bachelor’s degree is required
- 3-5 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 high-net-worth clients, financial advisors, and fund managers
- 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 required
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
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Twitter: @icapitalnetwork | LinkedIn:
https://www.linkedin.com/company/icapital-network-inc
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Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
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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.
