Transactional Operations - Analyst / Associate at iCapital · Salt…

Summary: iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on investor and onboarding services. This role centers on providing comprehensive operational support for feeder funds and involves collaborating with various stakeholders to ensure a seamless investor experience. Responsibilities: - Provide dedicated support throughout initial onboarding and subsequent transactional processing, working closely with fund administrators to ensure seamless client experience - Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed - Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes - Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform Required Qualifications: - Bachelor's degree in a related field - 1-5 years of experience in financial services, preferably within a fund administrator/client service role or the alternative investment industry - Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions) - A basic understanding of industry standard AML, tax, and CRS documentation and requirements - 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) - Interest or knowledge in technology Required Skills: Transactional support, Financial services experience Important Skills: AML knowledge, Microsoft Office proficiency Nice-to-Have Skills: multi-task, Interest in technology Benefits: Equity for all full-time employees, Annual performance bonus, Employer matched retirement plan, Generously subsidized healthcare with 100% employer paid dental, Vision, Telemedicine, Virtual mental health counseling, Parental leave, Unlimited paid time off (PTO)