iCapital · 5 months ago
Investor Relations - Analyst / Associate, LATAM (Portuguese Required)
Greenwich, Connecticut, United States
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $105K/yr
2+ years expiCapital is looking to hire an Analyst/Associate to join the International Investor Relations team with a focus on Latin America. This role involves maintaining and expanding relationships across the region, providing dedicated client support, and collaborating with internal teams to optimize the user experience on iCapital’s technology platform.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives
Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction
Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes
Work collaboratively with internal cross-functional teams and our partner in the region, Unicorn Strategic Partners, to ensure new and existing clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform
Qualification
Required
Bachelor's degree with 2-6+ years of experience in financial services, preferably in client service or investor relations role in alternative investments
Fluent Portuguese speaker is required
Fluency in Spanish is a plus
Experience with high-net-worth clients, financial advisors, and fund managers
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)
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
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase