iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $170 billion in global client assets invested in 1,392 funds, as of October 2023. 

　　iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).  

　　 About the Role 

　　This Investor Services Analyst role sits within the Investor Relations team and will provide onboarding support and client services to iCapital’s rapidly growing client base. The team is responsible for all aspects of investment and account profile maintenance for iCapital’s investor base and how client data is entered and updated on the iCapital Platform.  

　　 Responsibilities 

　　Review completed change requests for data quality and completion.  Maintain a tracker for all requested and completed updates.  Liaise with fund administrators and Custodians to ensure updated investor data is received and completed on their end.  Work closely with several internal teams including Product teams, Investor Relations, and Fund Operations.  Liaise with the Technology team to get initiatives for account maintenance completed.   Provide an outstanding client experience.  Guide the change requests from request to completion.  Assist with ad hoc requests.   Qualifications 

　　Bachelor’s degree required  Proficient computer skills, especially Microsoft Office applications and advanced Excel formulas  Excellent organizational skills and attention to detail  Able to meet deadlines and work effectively under pressure  Proven ability to multi-task, and work both independently and as a team player in a fast-paced, entrepreneurial, demanding environment   Benefits 

　　The base salary range for this role is $60,000 to $70,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO). 

　　We believe the best ideas and innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days.  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  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/ 

　　iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.