Transactional Operations - Analyst / Associate

iCapital(11 days ago)

HybridFull TimeMedior$60,000 - $85,000Operations

About this role

An Analyst/Associate on the Transactional Operations team focused on investor and onboarding services for alternative investment products. The role supports the firm’s investor base across the investor lifecycle and interacts with internal teams and external administrators. It operates in a fast-paced, collaborative, and entrepreneurial environment as the team expands its mandate to additional products and transaction types.

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Required Skills

Investor Onboarding
Transactional Support
Account Maintenance
Document Remediation
Fund Closings
Client Service
AML Documentation
Communication Skills
Microsoft Office
Detail Orientation

+3 more

Qualifications

Bachelor's Degree

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.