Structured Investments Operations Analyst – Hybrid NYC

iCapital; New York (NY); Híbrido; USD 47.000 - 52.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Equity for full-time employees

Annual performance bonus

Health benefits including dental/vison

Retirement plan with employer match

Parental leave

Paid time off

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

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

Educación

Bachelor’s degree in a related field

Herramientas

Excel

PowerPoint

Descripción del empleo

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.