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iCapital Network // fintech platform for alternative investment solns
 
Princeton, New Jersey, United States    Posted: Wednesday, October 28, 2020
 
   
 
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JOB DETAILS
 

iCapital Networks Data & Operations department provides onboarding support & customer service to its rapidly growing investor base. You will assist with the review & remediation of investor documents. This is an exciting opportunity to help build a new team inside an innovative, growing company. This role will report into the Vice President, Document Review Team Lead.

Due to COVID-19, this role will be remote until further notice. The location of the role will be based in Princeton, NJ once we reopen. 

Responsibilities

  • Review subscription agreements & other investor documents for completeness & accuracy, as well as compliance with regulatory requirements
  • Explain necessary remediations to bring investor documents into compliance
  • Maintain accurate investor data on iCapitals proprietary technology platform
  • May assist with ad hoc requests (ie reconciliations for acquired companies)

Candidate Profile

  • Bachelors degree required
  • Experience in client onboarding, fund administration or investor compliance reviewing investor documents. Familiarity with Alternative Investments would be helpful.
  • Excellent organizational skills & attention to detail
  • Ability to meet deadlines
  • Proven ability to multi-task & work both independently & as a team player
  • Proficient computer skills, especially Microsoft Office applications such as Excel

iCapital Network is proud to be an Equal Employment Opportunity & Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

 
 
 
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