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Client Experience Associate, Investor Relations LATAM- Associate

New York, NY, United States

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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.

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 three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Associate to join the International Investor Relations team with a focus on Latin America (“LATAM”). This individual will work closely with our Client Solutions department and help maintain and expand relationships across the region. This role will help to support banks, independent brokers, dealers, family offices and small institutions across LATAM and will primarily work in assisting them with their investments on iCapital’s technology platform. The team’s goal is to optimize the user experience and ensure our clients’ overall success.

Responsibilities

  • Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
  • Provide ongoing client support, answering a wide variety of questions timely and accurately, 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.
  • Work collaboratively with internal cross-functional teams and Unicorn Strategic Partners, our partner in the region, to ensure new and existing clients and advisors are properly trained to use the platform and are provided adequate hands-on support during their first trades.
  • Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

 

Qualifications

  • Bachelor’s degree with 3-6+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments
  • Fluent Spanish speaker is required
  • Fluency in Portuguese 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)

Benefits

The base salary range for this role is $85,000 to $105,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive 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, and unlimited paid time off (PTO).

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

 

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