Transactional Operations - Assistant Vice President
iCapital(6 days ago)
About this role
The Assistant Vice President, Transactional Operations at iCapital is a senior operations leader overseeing investor lifecycle management and onboarding across multiple fund structures, including feeder funds, Direct Funds, and interval funds. The role acts as a strategic operational partner to internal and external stakeholders to support platform scalability, product expansion, and regulatory compliance.
Required Skills
- Investor Onboarding
- Transaction Processing
- Fund Administration
- AML/KYC
- Tax Documentation
- CRS Compliance
- Relationship Management
- Trade Reconciliation
- Process Improvement
- Stakeholder Management
+2 more
Qualifications
- Bachelor's Degree
About iCapital
icapital.comiCapital 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.
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