Client Operations Analyst / Associate, iCapital
GPS
$60-100k
+ Equity + Annual performance bonus
3-4 days a week in office
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$60-100k
+ Equity + Annual performance bonus
3-4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 1-6 years of experience within investment operations, middle-office operations, client operations, or technical operations/support
- Convey complex concepts clearly and concisely to a diverse audience
- Strong troubleshooting, analytical, and problem-solving abilities and able to collaborate cross-functionally in a fast-paced environment
- A strong foundation in technical troubleshooting and pattern recognition
- Patient and client-centric approach to delivering technical and platform support
- Strong verbal and written interpersonal skills, explaining complex concepts straightforwardly and transparently to clients and internal parties with limited knowledge of the topic
- Thrive in a fast-paced, dynamic environment, demonstrating flexibility, and able to quickly adjust to new challenges and priorities
What the job involves
- ICapital is seeking an Analyst or Associate to join the Operations team within our Client Success vertical
- This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of operational excellence to our clients and partners
- This individual will become an expert and advisor on the iCapital platform and can contribute to its success and growth by understanding advisor and fund manager needs
- This is a highly collaborative role, with a strong focus on improving operational processes as a team
- Understand the platform and product knowledge in-depth to address a wide range of client inquiries
- Manage fund launch process end-to-end for top wealth and asset managers
- Manage internal and external inquiries through effective queue management while optimizing client experience
- Enhance and maintain internal resources and pipeline to support operations
- Develop and maintain expert knowledge of the iCapital platform, formulating avenues to better educate clients and internal teams
- Document processes, procedures, and training related to platform and client evolution
Otta's take
Xav Kearney
CTO of Otta
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Insights
Some candidates hear
back within 2 weeks
42% employee growth in 12 months
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Founders
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
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Diversity & Inclusion at iCapital
- We consider applicants of all backgrounds. If you are excited about what we’re building but don't meet some of the criteria above, please don’t let that discourage you from applying
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