Investor Relations, Associate – Canada
Job Description
Description
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About The Role
iCapital is looking to hire an Associate 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.
About The Role
iCapital is looking to hire an Associate 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 on-going 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.
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
- 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 closely with the fund administrator to ensure timely and accurate capital activity and
Company
iCapital
Location
Toronto
Country
Canada
Salary
100.000
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