Jobs at iCapital Network - Page 2

• Financial Reporting and Data Aggregation tools:

Analyze and explain portfolio performance results
Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
Perform analysis of private equity and hedge fund statements for input into the system
Work with clients and partners to resolve data issues

• Financial Reporting and Data Aggregation tools.
• Analyze and explain portfolio performance results.

• Drive further adoption of iCapital’s SI Distribution capabilities.
• Centralize SI prospecting efforts and ensure team alignment for new areas of growth.

• Assist in the development and execution of the firm’s overarching strategy aimed at supporting and expanding the Structured Investments business line.
• Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to advance the product category for the company.

• Develop marketing and sale enablement materials to support the launch of new private market funds.
• Support the strategy, development, and execution of go-to-market plans for iCapital’s Alts and Structured Investments and Annuities Platform and Structured Investments; SI Distribution, m+ funds, and outcome driven strategies.

• Develop marketing and sale enablement materials to support the launch of new private market funds.
• Support the strategy, development, and execution of go-to-market plans for iCapital’s Alts and Structured Investments and Annuities Platform and Structured Investments; SI Distribution, m+ funds, and outcome driven strategies.

• Work with Product teams and business stakeholders to understand product truths and business contexts, driving alignment on messaging and go-to-market plans.
• Collaborate with colleagues from the Marketing and Communications team to scale storytelling and content across various channels; digital, events, web, etc.

• Create pixel-perfect designs and prototypes leveraging iCapital’s Design System
• Proactively suggest improvements to the platform, not only in reaction to request

• Lead new registered and direct onboarding projects, working across the organization to ensure on-time and successful completion.
• Collaborate with key clients, including asset managers, wealth managers, and their service providers such as attorneys, fund administrators, and transfer agents, to communicate processes, recommend best practices, and manage the project to successfully launch their funds on the iCapital platform.

• Assist with documenting corporate actions, including minutes, resolutions, consents, governing documents, and certificates.
• Prepare and maintain powers of attorney, incumbency certificates, and liaise with registered agent to obtain good standings and certified filings from the secretary of state.

• Driving innovation:

Support the initiative to enhance efficiency and automation of our existing revenue calculations and invoicing processes within the context of deploying a consolidated iCapital billing tool.
Develop insightful reporting and analyses to support Finance and Data Solutions teams with actionable insights for performance reporting to management and investors.
Identify and address process gaps, implementing robust internal controls, and improving documentation for internal control processes.

• Develop an in-depth understanding of all interfaces on the iCapital platform and Proactively identify and address issues, seeking continuous platform improvements.
• Collaborate with senior team members to scope, prepare, and manage tasks essential for successful platform and fund launches.

• Conduct comprehensive quality checks on operational processes within the Operations Support team, ensuring accuracy, consistency, and compliance with established standards.
• Execute daily and periodic process reviews, focusing on product launches, transaction processing, client support activities, and platform updates related to alternative products.

• Assist in day-to-day management of existing SI Distribution relationships.
• Analyze and deliver monthly performance metrics to a variety of clients.

• Conduct calls to set appointments for licensed sales professionals.
• Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.

• Conduct calls to set appointments for licensed sales professionals.
• Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.

• Create compelling responses for assigned proposals tailoring content to address client pain points and showcase the company's unique value proposition.
• Work closely with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.

• Develop comprehensive A/V system designs based on user requirements and by room types (Conference Rooms, Digital Signage Systems, Production Studios).
• Work with the Head of A/V, create detailed schematics, layouts, and documentation to establish A/V Standards across the fleet.

• Perform on-site and remote support on all A/V systems, including conference room and digital signage across all offices.
• Provide on-site support for live events, ensuring seamless operation of A/V systems and addressing any technical challenges that arise.