Structured Investments Operations - Analyst

iCapital

New York (NY)

Hybrid

USD 47,000 - 52,000

Full time

5 days ago

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Benefits offered by this job

Equity for full-time employees

Annual performance bonus

Health benefits including dental/vison

Retirement plan with employer match

Parental leave

Paid time off

Job summary

iCapital is seeking an Analyst to join the Structured Investments team in New York. You will support development and execution of strategic initiatives, manage relationships with banks and distributors, and help deliver a scalable platform addressing client needs.

Responsibilities include data analysis, cross-functional collaboration, and presenting insights for internal stakeholders while enabling product offerings for clients.

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 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.

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.

Skills

Analytical thinking

Problem solving

Written communication

Verbal communication

Fast-paced environment

Strategic mindset

Independent work

Client service

Organizational skills

Cross-functional collaboration

Series 7/63 readiness

Education

Bachelor’s degree in a related field

Tools

Excel

PowerPoint

Job description

Structured Investments Operations - Analyst

New York, New York, United States

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

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.

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.

iCapital Voluntary Self-Identification Questions [U.S. Only]

Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows:

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A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

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The law requires us to provide equal employment opportunity to qualified people with disabilities. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.

Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.

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A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability.Disabilities include, but are not limited to:

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