Transactional Operations, Investor Onboarding - Analyst / Associate
iCapital · Salt Lake City, Utah, US
iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on onboarding services.
Job description
About the Role iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on onboarding services. The Transactional Operations team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The role centers on providing comprehensive operational support for feeder funds, including subscription processing, close management, document remediation, transfers and remediations, as well as oversight of these transactions for direct funds. This individual will collaborate with a broad range of stakeholders within a fast-paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties. Responsibilities: - Provide dedicated support throughout initial onboarding and subsequent transactional processing for feeder funds. - Work closely with fund administrators to ensure seamless client experience; ensure SLAs are met. - Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients thro...