Structured Investments Operations Analyst

Socket.dev; New York (NY); Hybrid; USD 70,000 - 80,000; Full time

Benefits offered by this job

Equity

Annual performance bonus

Retirement plan (employer matched)

Healthcare

Dental

Vision

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Job summary

iCapital is seeking an Analyst to join the Structured Investments team in New York. The role supports development and maintenance of the ecosystem on the platform for clients, assisting senior team members in executing strategy and solutions across the structured investments market.

You will develop relationships with banks and distributors, manage large data sets, and create data-driven presentations for internal meetings while collaborating with cross-functional partners to deliver

Qualifications

• Bachelor’s degree in a related field.
• 1+ year 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 operate in a fast-paced environment.
• Strategic mindset with ability 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 attained within 90 days of hire.

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.
• 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.

Skills

Analytical skills

Communication skills

Attention to detail

Problem-solving

Operate in fast-paced environment

Strategic mindset

Cross-functional collaboration

Client service skills

Organizational skills

Education

Bachelor’s degree in a related field

Tools

Excel

PowerPoint

Job description

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. 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 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 Affimative 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.