Structured Investments - 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 $198 billion in global client assets invested in 1,634 funds, as of August 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 looking to hire an Analyst or Associate to join the iCapital Solutions department. This role will support the Structured Investments team. This role will assist with the management, development, and maintenance of the Structured Investments eco-system on the platform for our clients. iCapital Solutions develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker-dealers, private banks, and RIAs throughout the United States. This individual will be responsible for supporting senior members of the team in developing and executing our company’s strategy and solution in the Structured Investments market.

Responsibilities

• Assist with supporting the development and execution of the company’s overarching strategy aimed at supporting the Structured Investments business line.
• Support the development of new and existing relationships with investment banks, third-party distributors, and distribution partners to advance the product category for the company.
• Maintain synchronization across various industry groups to deliver a robust platform solution addressing key stakeholders’ needs.
• Take ownership of projects and provide strong analytical support to teammates.
• Aggregate, maintain, and analyze large data sets.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Client Solutions team to develop meaningful measurements of success.
• Work with internal technical partners to create a product offering that meets the needs of our clients.
• Drive process improvement, in part by leveraging technology.

Qualifications

• Bachelor’s degree in a related field
• 1+ years of relevant experience in a trading, business development, or relationship management in the financial market industry or internship within a relevant field
• Strong analytical and problem-solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast-paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross-functional and collaborative environment
• Proficient in Excel and PowerPoint
• Series 7, 63 certifications are preferred; or otherwise attained within 90 days of hire

Benefits

The base salary range for this role is $70,000 to $100,000.  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 four days, with the flexibility to work remotely one day. 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.