Investor Relations - Associate

iCapital • Toronto, ON

9d • Hybrid

About The Position

iCapital is looking to hire an 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.

Requirements

• Bachelor’s degree is required
• 2-5 years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments in Canada
• Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
• 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)

Nice To Haves

• Knowledge of Fundserv, Canadian Fund Structures and Account types is a plus
• Fluency in French is a plus

Responsibilities

• Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
• 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.
• 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.

Benefits

• 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.
• Medical, dental, vision, prescription, life insurance and long-term disability.
• A variety of Retirement Plans which have a company match.
• Unlimited Paid Time Off (PTO)
• Flexibility to work in the office three to four days and remotely for the remainder of the week.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level