About the Role
iCapital's Investor Relations team within the Operations and Investment Product Management (OIPM) organization is seeking an Assistant Vice President to support the firm's rapidly expanding client base across Asia Pacific. This role is ideal for an experienced investor relations professional who thrives in a fast-paced, client-centric environment and enjoys working across investors, financial advisors, fund sponsors, fund administrators, and internal stakeholders.
The successful candidate will serve as a trusted point of contact for investors and advisors throughout the investment lifecycle, while also driving operational excellence, leveraging AI solutions to improve efficiency and scalability, and supporting business development initiatives across the region. The role offers significant exposure to alternative investments, fund operations, technology-enabled servicing, and strategic client engagement.
Responsibilities
- Deliver white-glove investor and advisor servicing throughout the onboarding, subscription, capital activity, and ongoing servicing lifecycle.
- Guide financial advisors and high-net-worth investors through subscription and AML/KYC requirements, ensuring documentation is accurate, complete, and compliant.
- Build trusted relationships with advisors, investors, fund sponsors, custodians, and internal stakeholders through responsive and solution-oriented support.
- Communicate effectively via email, phone calls, and platform-based interactions, translating complex operational and investment-related requirements into clear, actionable guidance.
- Proactively identify onboarding and servicing bottlenecks and resolve issues efficiently to minimize friction and improve client experience.
- Serve as a primary liaison with fund administrators on a daily basis to resolve subscription, capital call, redemption, transfer, reporting, cash reconciliation, and investor record-related matters.
- Partner with internal teams including Product, Operations, Compliance, Finance, Technology, and Client Solutions to ensure seamless service delivery and accurate client communications.
- Conduct client training sessions and platform demonstrations, educating advisors and investors on iCapital's technology and investment workflows.
- Support business development efforts by participating in client meetings, RFP discussions, onboarding workshops, and prospective client pitches when required.
- Demonstrate platform capabilities and workflows to prospective clients and partners as part of the sales and onboarding process.
- Drive continuous process improvement initiatives by leveraging AI tools, workflow automation, and data analytics to enhance productivity, reduce operational risk, and improve scalability.
- Identify opportunities to streamline operational processes, reduce manual effort, and improve service quality across investor servicing functions.
- Assist in documenting procedures, developing best practices, and promoting operational excellence across the Investor Relations organization.
- Bachelor's degree in Finance, Business, Economics, Accounting, or a related discipline.
- 5–8 years of relevant experience in Investor Relations, Investor Services, Fund Operations, Client Services, Transfer Agency, or Alternative Investments.
- Strong preference for candidates who have worked at a fund administrator, particularly within Investor Services, Transfer Agency, or Investor Relations.
- Experience supporting private equity, private credit, hedge funds, real assets, or other alternative investment products is highly desirable.
- Excellent verbal and written communication skills in English. Fluency in Cantonese and/or Thai would be a strong advantage.
- Demonstrated ability to interact effectively with senior stakeholders, financial advisors, and fund sponsors.
- Strong organizational skills, attention to detail, and ability to manage multiple priorities in a fast-paced environment.
- Proven problem-solving skills with the ability to investigate issues, identify root causes, and drive resolution.
- Comfortable working independently while collaborating effectively across global teams.
- Strong proficiency in Microsoft Office applications.
- Strong interest in financial technology and digital transformation.
- Demonstrated experience using AI tools (e.g., Microsoft Copilot, workflow automation tools, or similar technologies) to improve productivity, operational efficiency, or client servicing processes.
- Ability to adapt quickly to changing business requirements and contribute to a culture of continuous improvement.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 4 days a week with the flexibility to work remotely 1 day ( Friday).
For additional information on iCapital, please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/