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Structured Investments Platform Coverage Intern

New York, NY, United States

iCapital is transforming investing in private equity, private credit, real estate, hedge funds, and structured investments by removing the roadblocks that have prevented greater participation in these private strategies. Join the Fintech company that is disrupting how individuals invest in private capital markets. iCapital services approximately $206 billion in global client assets invested in 1,679 funds, as of October 2024.

Join us this summer and make a meaningful impact while developing your professional skills in a dynamic team environment. Help shape the future of Fintech in the global Alternative Investment space.

Key features of our summer internship:

  • Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.
  • Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.
  • Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
  • Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.
  • Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.
  • Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.

About the role:

The Structured Investments (SI) platform emphasizes education and analytics to break down the complexity inherent in these products, creating a centralized workflow for trade management, and simplifying how financial advisors learn, transact, and manage client portfolios.  

The Platform Coverage team is responsible for developing and managing the tools to simplify the process for clients and bank issuers to navigate a wide range of alternative investments, with a focus on structured products.  

  • Develop an understanding of the structured investments and alternatives investments asset classes. 
  • Navigate iCapital CRM systems such as Monday, Tableau, etc., to track and action assigned tasks and client requests. 
  • Work with the broader team to support the SI deal flow and ad-hoc client and issuer requests. 
  • Contextualize and generate standardized monthly client reporting metrics. 
  • Identify ways to automate and systemize desk processes. 
  • Build a centralized database of internal and external decks and resources. 

Valued qualities and key skills:

  • Highly inquisitive, collaborative, and a creative problem solver
  • Possess foundational knowledge of and/or genuine interest in the financial markets
  • Able to thrive in a fast-paced environment
  • Able to adapt to new responsibilities and manage competing priorities
  • Technologically proficient in Microsoft Office (Excel, PowerPoint)
  • Strong verbal and written communication skills

What we offer:

  • Outings with iCapital team members and fellow interns to build connections and grow your network.
  • Corporate culture and volunteer activities in support of the communities where we live and work.
  • Rooftop Happy Hours showcasing our impressive views of NYC.

Eligibility:

  • A rising junior or senior in a U.S. college/university bachelor’s degree program
  • Committed to working five days a week in the New York City office for the entire duration of the internship
  • Authorized to work in the United States*

*We are unable to offer any type of employment-based immigration sponsorship for this program

Pay Rate: $41.00/hour + relocation stipend and transportation stipend

iCapital in the Press:

We are at the cutting edge of using technology to democratize investing in alternatives, but don’t take our word for it. Here’s what others are saying about us:

  • Seven consecutive years on the Forbes Fintech 50 list, which highlights the most innovative private companies in personal finance, investing payments and crypto assets
  • Three-time selection to Forbes’ Best Startup Employers List
  • Four-time winner of the Money Management Institute/Barron’s Solutions Provider of the Year

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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