iCapital · 23 hours ago
Transactional Operations - Analyst / Associate
Salt Lake City, UT
Full-time
Hybrid
Entry, Mid Level
$60K/yr - $85K/yr
1+ years expiCapital is seeking a highly motivated Analyst or Associate to join the Transactional Operations team, with a primary focus on investor and onboarding services. This role centers on providing comprehensive operational support for feeder funds and involves collaborating with various stakeholders to ensure a seamless investor experience.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Provide dedicated support throughout initial onboarding and subsequent transactional processing, working closely with fund administrators to ensure seamless client experience
Deliver ongoing client support and facilitate account maintenance updates across internal groups and external administrators, ensuring communication, reporting, and funds are accurately distributed
Support high-profile fund managers and distributors in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes
Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform
Qualification
Required
Bachelor's degree in a related field
1-5 years of experience in financial services, preferably within a fund administrator/client service role or the alternative investment industry
Experience with transactional support for alternative investments (i.e. subscriptions, transfers, and redemptions)
A basic understanding of industry standard AML, tax, and CRS documentation and requirements
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)
Interest or knowledge in technology
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
Business Wire
2026-01-16
Business Wire
2026-01-15
2025-12-18
Company data provided by crunchbase