iCapital→
Structured Investments - Analyst at iCapital in New York, NY
Entry LevelHybridFull-timeNew York, NY$70k–$85k/yr
Skills
structured investmentsfinancial market tradingbusiness developmentrelationship managementexcelpowerpointseries 7 certificationseries 63 certificationanalytical skillsclient service skillsstrategic mindset
Job Description
Summary: iCapital is looking to hire an Analyst to join and support the Structured Investments team. This role will assist in managing and developing the structured investments ecosystem, supporting senior team members in executing the 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
Required 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
Preferred Qualifications:
- Series 7 and 63 certifications are preferred; or otherwise attained within 90 days of hire
Required Skills: Structured investments, Financial market trading, Business development, Relationship management, Excel, PowerPoint, Series 7 certification, Series 63 certification, Analytical skills, Client service skills, Strategic mindset
Benefits: Equity for all full-time employees, Annual performance bonus, Employer matched retirement plan, Generously subsidized healthcare with 100% employer paid dental, Vision, Telemedicine, Virtual mental health counseling, Parental leave, Unlimited paid time off (PTO)
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)