Transactional Operations, Investor Servicing -… at iCapital · Salt…

Summary: iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, focusing on investor services. This role involves providing operational support for account maintenance and collaborating with various stakeholders to enhance the investor experience. Responsibilities: - Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates - Deliver ongoing client support and liaise across internal groups and external administrators - 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 - 0-2 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry - 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: Financial services, Fund administration, Client service, Alternative investment industry, Microsoft Office, Technology knowledge, Multi-tasking, Deadline management 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)