Investor Relations - Analyst

Benefits

Parental leave

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Non-birth-parent leave

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Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

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Relocation assistance

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Childcare support

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Learning budget

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Verification

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Salary

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401(k) match

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Market context

Median wage (BLS OEWS)

$93,011 national median

Projected growth (BLS Employment Projections)

+5.1% - Faster than average

30% below the BLS national median for marketing aggregate.

Matched to SOC 13-1161 - Marketing aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Schedule

Shift type

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Weekend work

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Application

Cover letter

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Assessment

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Deadline

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Where they hire

State eligibility is not yet verified.

About this role

Investor Relations - Analyst Salt Lake City, Utah, United States About the Role iCapital is seeking an Analyst to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. 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 the platform for distribution. The team's goal is to optimize the user experience and ensure clients' overall success. Responsibilities - Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of 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. - Assist with special projects for Senior Management in support of iCapital's businesses. Qualifications - Bachelor's Degree - 0-2+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments - Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders - Passion for client services and exceeding client expectations - Experience working for or with wealth management firms is preferred - Experience with SAAS offerings and wealth tech platforms is preferred - Strong experience in

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