Investor Relations - Analyst

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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award.

About the Role

iCapital is looking to hire an Analyst 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.

Responsibilities

• 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.
• Guide clients on capital calls, distributions, and reporting.
• Provide ongoing 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.
• 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.
• Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
• Work closely with the fund administrator to ensure timely and accurate capital activity and account maintenance processing.
• Ensure client satisfaction by providing “white glove” service.

Qualifications

• Bachelor’s degree in a related field.
• 1-3 years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments in Canada.
• Knowledge of Fundserv, Canadian Fund Structures, and Account types is a plus.
• Experience with high-net-worth clients, financial advisors, and fund managers.
• 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).
• Fluency in French is a plus.

Benefits

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

iCapital offers a comprehensive benefits package that includes a 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. Some of these benefits include medical, dental, vision, prescription, life insurance, and long-term disability. We offer a variety of Retirement Plans, some of which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.

iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status, or disability.