Job Description About the Role iCapital is seeking an Analyst or Associate to join the Operations team within our Client Success vertical. This role is central to iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring operational excellence for our clients and partners. The individual will become an expert and advisor on the iCapital platform, contributing to its success by understanding the needs of advisors and fund managers. This is a highly collaborative role, emphasizing team-based process improvement. Responsibilities Gain in-depth knowledge of the platform and product to handle a wide range of client inquiries. Manage the fund launch process end-to-end for top wealth and asset managers. Handle internal and external inquiries efficiently, optimizing client experience. Maintain and improve internal resources and pipelines supporting operations. Develop expertise on the iCapital platform to better educate clients and internal teams. Document processes, procedures, and training materials related to platform and client interactions. Qualifications 3-6 years of experience in investment operations, middle-office, client operations, or technical support. Ability to explain complex concepts clearly to diverse audiences. Strong troubleshooting, analytical, and problem-solving skills, with the ability to collaborate in a fast-paced environment. Solid foundation in technical troubleshooting and pattern recognition. Patient, client-focused approach to technical and platform support. Excellent verbal and written communication skills, capable of explaining complex topics transparently. Adaptability and flexibility to thrive in dynamic settings and handle new challenges. Benefits The salary range for this role is $70,000 to $110,000. iCapital offers a comprehensive compensation package including salary, equity, and annual performance bonuses. Benefits include a retirement plan, subsidized healthcare (including dental, vision, telemedicine, and mental health), parental leave, and unlimited PTO. Employees are expected to work in the office four days a week with one day remote, depending on departmental needs. For more information about iCapital, visit
https://www.icapitalnetwork.com/about. Follow us on Twitter @icapitalnetwork and LinkedIn
https://www.linkedin.com/company/icapital. We are committed to Equal Employment Opportunity and do not discriminate based on protected characteristics.
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