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FinTech, Financial Services, Wealth Management

Structured Investments Operations - Analyst

RemoteRemoteInternshipEntry-level (exp-based)$70,000–$80,000 /yrPosted 2 months agoVisa sponsorship available

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Required skills

  • Excel
  • PowerPoint
  • analytical
  • client service
  • cross-functional
  • collaborative

Nice to have

  • Series 7
  • Series 63

Role summary

iCapital is seeking an Analyst for its Structured Investments team to manage, develop, and maintain the structured investments ecosystem on their platform. This role supports senior team members in executing the company's strategy within the structured investments market, fostering relationships with financial partners, and ensuring a robust platform solution. Responsibilities include compiling and analyzing large datasets, developing presentations, driving process improvements through technology, and collaborating with internal teams to meet client needs. The ideal candidate has a Bachelor's degree, 1+ year of relevant financial market experience, strong analytical skills, and proficiency in Excel and PowerPoint.

About the Role

iCapital is looking to hire an Analyst to join and 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. The iCapital Solutions team 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 solutions 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.
  • Lead projects and provide strong analytical support to teammates.
  • Compile, maintain, and analyze large data sets.
  • Develop presentations with comprehensive 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 by leveraging the use of technology.

    • Qualifications

  • Bachelor’s degree in a related field
  • 1+ year(s) of relevant experience in 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 and 63 certifications are preferred; or otherwise attained within 90 days of hire

    • Benefits

    The base salary range for this role is $70,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes 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 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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