Investment banking associate Jobs in Syracuse, NY

iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $184 billion in global client assets invested in 1,471 funds, as of March 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a three-time winner of MMI / Barrons Solutions Provider award (See link below).

About the Role

The Client Delivery Specialist will partner with wealth managers to execute on day-to-day investment operation-related responsibilities including but not limited to hedge funds, private equity funds, & real estate funds. The Specialist will liaise with numerous stakeholders, including financial advisors, legal teams, client services teams in addition to external parties such as investment managers, administrators, & custodians to ensure our clients receive timely, high-quality, & compliant documentation & service execution.

Responsibilities

Prepare & execute applicable investment documentation. This includes but is not limited to subscription documents, redemption notices, investment agreements, side letters, & transfer agreements

Liaise with investment managers, administrators, wealth managers, & custodians regarding private investment tasks & related inquiries

Gather & maintain client information for the completion of subscription documents

Coordinate with wealth managers & clients for document review & signature

Support capital calls & capital distributions of private investments

Review & analyze documents & key provisions related to private investments to understand the terms & conditions

Document policies & procedures & monitor to ensure compliance

Design & implement process improvement & leverage technology to drive efficiency

Complete ad hoc private investment related tasks as needed

Qualifications

1-5 years of client service or relevant financial industry experience preferred

Excellent client relation skills & the ability to foster & maintain exceptional client service

Well-organized & self-motivated with the ability to prioritize tasks & meet urgent deadlines in a fast-paced environment

Knowledge of Wealth Managements products, policies, & practices

Knowledge of alternative investment lifecycles preferred, not required

High attention to detail & accuracy while maintaining an organized approach to duties & responsibilities

Devotion to collaboration & ability to thrive in a team environment while working independently

Must be proactive in assessing & acting upon client & company needs

Ability to evaluate, manage, & resolve unexpected & complex situations

High degree of flexibility & professionalism in a demanding, expanding & a fast-paced environment

Excellent communication skills, both verbal & written

Comfortable with learning & leveraging new technologies to drive efficiency & scalability

Benefits

The base salary range for this role is $70,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, & an annual performance bonus. Employees also receive a comprehensive benefits package that includes an 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).

We believe the best ideas & innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, & some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit Twitter : @icapitalnetwork | LinkedIn : | Awards Disclaimer :

iCapital 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.