Investor Relations - Analyst / Associate

About the Role iCapital’s Investor Relations team within the Operations and Investment Product Management (OIPM) department is seeking an Associate to service the company’s rapidly growing client base. This is a great opportunity for someone with the desire to 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 iCapital’s platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success. Responsibilities Help financial advisors and high‑net‑worth investors through the entire onboarding process by ensuring subscription and AML documents are accurate, complete, and compliant. Clearly explain what needs to be fixed when documents don’t meet requirements. Deliver white-glove servi