iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on investor services. This role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds.
Responsibilities
- Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates
- Deliver ongoing client support and liaise across internal groups and external administrators
- Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform
Skills
- Bachelor's degree in a related field
- 0-2 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
- 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)
- Interest or knowledge in technology
Benefits
- Equity for all full-time employees
- An annual performance bonus
- 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
- Unlimited paid time off (PTO)
- Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday
Company Overview
iCapital streamlines financial operations for alternative investments, structured products, and annuities. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://icapital.com.Company H1B Sponsorship
iCapital has a track record of offering H1B sponsorships, with 7 in 2026, 33 in 2025, 20 in 2024, 27 in 2023, 11 in 2022. Please note that this does not guarantee sponsorship for this specific role.