Transactional Operations, Investor Servicing - Analyst / Associate

Remote Full-time
iCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on investor services. This role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds. Responsibilities Support high-profile fund managers and distributors by assisting their clients with account maintenance updates, white label movements, updated AML collection and updates Deliver ongoing client support and liaise across internal groups and external administrators Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform Skills Bachelor's degree in a related field 0-2 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry Excellent organizational skills and attention to detail Strong interpersonal, written, and verbal communication skills Able to meet deadlines and work effectively under pressure Proven ability to multi-task and work both independently and as a team player Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel) Interest or knowledge in technology Benefits Equity for all full-time employees Annual performance bonus Employer matched retirement plan Generously subsidized healthcare with 100% employer paid dental Vision Telemedicine Virtual mental health counseling Parental leave Unlimited paid time off (PTO) Company Overview iCapital is a fintech platform for alternative investments and investors. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is Company H1B Sponsorship iCapital has a track record of offering H1B sponsorships, with 7 in 2026, 33 in 2025, 20 in 2024, 27 in 2023, 11 in 2022. Please note that this does not guarantee sponsorship for this specific role.
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