National Accounts, Business Analytics - Analyst / Associate

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 $152 billion in global client assets invested in 1,210 funds, as of December 2022. 

 iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 – 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; and a two-time winner of MMI/Barron’s Solutions Provider award (See link below). 

 About the Role 

iCapital is looking to hire an Analyst or Associate level professional to join our Alternative Investments (AI) National Accounts team.  This individual will have the opportunity to work with and alongside our Head of AI National Accounts, relationship managers and business manager in support of our most valuable clients.       

 Responsibilities 

• Prepare key account briefings in support of relationship manager meetings and engagements.      
• Develop and maintain distributor roadmaps for high priority key accounts (e.g., firm updates, product menu, research views, SWOT analysis). 
• Prepare information for national accounts meetings with GPs on product placement and support efforts.
• Help relationship managers scale communication and outreach plans, digital and in-person, for key centers of influence at targeted firms on items of importance (e.g., manager updates, new offerings, thought leadership pieces).
• Update and maintain key distribution list for targeted firms to ensure CRM (Salesforce) is up to date and individuals are tagged appropriately.     
• Assist relationship managers with white label set-up as required for Alternative Investments distribution focused national accounts firms. 
• Assist relationship managers with RFI, RFP, and DDQ type inquiries pertaining to new or existing clients as needed for Alternatives Investment distribution focused firms.  
• Work with Client Success team to elevate issues impacting distributor clients and ensure issues are addressed.
• Ensure that channel specific marketing content is posted. 
• Support Business Manager with coordination and planning of various conference and due diligence events.  
• Work on projects as directed by Head of Alternative Investments National Accounts. 

Qualifications 

• Demonstrated ability to operate in a rapid growth environment 
• Strong proficiency in Microsoft Excel and Powerpoint  
• Knowledge of Salesforce and Business Intelligence systems, specifically Tableau  
• A team player who demonstrates commitment and dedication 
• Maintain a positive attitude and high-performance level with demanding and time sensitive initiatives
• Strong verbal and written communication skills 
• Experience using technology to leverage branding and information flow to both internal constituents and external partners
• Experience managing numerous, complex projects associated with several investment products and activities associated with launches and fundraises
• Willing to travel as needed in support of client conferences and meetings  
• Desire to learn Alternatives Investment 

 Benefits 

The base salary range for this role is $65,000 to $95,000. 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. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.  

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.