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Structured Investments Distribution Issuer Relations and Key Accounts - Analyst

New York, NY, United States

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024.

 

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

 

About the Role

iCapital is seeking a highly motivated, analytical and outgoing Analyst to join the Structured Investments (SI) Distribution Issuer Relations and Key Accounts team. This role will assist with ongoing relationship management and business development for existing SI Distribution relationships. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive based, while balancing competing demands from Structured Investment Issuer and Key Account relationships. Daily activities will vary, including assisting clients with data-driven requests, managing special projects, making sales calls, and developing presentations.

Responsibilities

  • Assist in day-to-day management of existing SI Distribution relationships.
  • Analyze and deliver monthly performance metrics to a variety of clients.
  • Generate special projects and reports.
  • Develop presentation materials and analysis for client meetings and projects.
  • Work in conjunction with senior members of the SI Key Accounts and Issuer Relations team to anticipate client needs.
  • Provide accurate and timely data to key stakeholders.
  • Join sales calls and meetings to further learn the SI business.

 

Qualifications

  • Bachelor’s degree, preferred concentration in finance, statistics, or economics
  • Series 7 and 63 (FINRA) must be obtained within 4 months of employment
  • Excellent verbal and written communication skills
  • Foster and maintain effective relationships
  • Proactively assess and act upon client and company needs
  • Attention to detail and organized approach to responsibilities
  • Critical thinker than possesses strong problem-solving skills
  • Devotion to collaboration and able to thrive in a team environment, while also able to work independently

Benefits

The base salary range for this role is $70,000 to $85,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 

iCapital is proud to be an Equal Employment Opportunity and 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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