Structured Investments Sales Analyst - Hybrid Remote

iCapital; New York (NY); Hybrid; USD 60,000 - 65,000; Full time

Job summary

iCapital is seeking an Analyst for the Structured Investments team in New York, NY, focusing on sales support and cross-functional collaboration with issuers and clients.

The role emphasizes outbound calling, product knowledge, and license preparation, with a base salary of $60,000–$65,000 and a comprehensive benefits package. Office-based with Friday remote flexibility and a strong emphasis on equality in employment.

Qualifications

• Bachelor's degree is required.
• 0-2 years of relevant experience.
• Sales and client service experience within the financial services industry is a plus.
• Excellent relationship, follow-up, and communication skills.
• General knowledge of the financial services industry.
• Motivated, mature, trustworthy, and a team player.
• Highly organized and able to prioritize in a fast-paced environment.
• Knowledge of private markets, structured products, and options is a plus.
• Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date.

Responsibilities

• Conduct calls to set appointments for licensed sales professionals.
• Learn iCapital products and communicate objectives, risks, features, and benefits.
• Analyze regional and product sales trends within broker-dealer firms and among Financial Advisors.
• Make 50+ outbound calls per day.
• Learn financial markets and portfolio strategies.
• Assist senior sales professionals within assigned territory.
• Partner with external wholesaler and regional distribution team.
• Utilize contact management systems to capture information and schedule follow up.
• Prepare for and pass necessary licenses.

Skills

Communication skills

Relationship building

Organization

Teamwork

Prioritization

Financial services knowledge

Education

Bachelor's degree

Job description

iCapital is seeking an Analyst for the Structured Investments team in New York, NY, focusing on sales support and cross-functional collaboration with issuers and clients.

The role emphasizes outbound calling, product knowledge, and license preparation, with a base salary of $60,000–$65,000 and a comprehensive benefits package. Office-based with Friday remote flexibility and a strong emphasis on equality in employment.