Associate Investor Relations Analyst

Join iCapital's International Investor Relations team as an Associate focusing on the Canadian market. Collaborate with financial advisors and enhance client satisfaction on investments in Canadian funds.

As an Associate on the Investor Relations team, you will support various financial entities such as banks and independent wealth managers throughout Canada. This role includes assisting clients with their investments using iCapital's technology platform while fostering relationships that enhance client experience. The position entails a blend of client support and technological collaboration to ensure service excellence.

Key Responsibilities:

• Deliver ongoing client support and maintain account updates

• Collaborate with Technology to enhance user experience

• Assist wealth managers with onboarding and registrations

• Provide timely client support via phone and email

• Coverage of client accounts with internal relationship managers

Requirements:

• Bachelor’s degree required

• 2-5 years in investor relations or financial services

• Knowledge of Fundserv and Canadian Fund Structures

• Proven ability in multi-tasking and working under pressure

• Proficient in Microsoft Office applications

Utilize your interpersonal skills to ensure excellent client outcomes with iCapital in this engaging role.
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