Structured Investments Operations Analyst

About the Role

iCapital is seeking an Analyst to join and support the Structured Investments team. This role assists with the management, development, and maintenance of the structured investments ecosystem on the platform for 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. The Analyst will support senior team members in developing and executing the company’s strategy and solutions in the structured investments market.

Responsibilities

• Support the development and execution of the company’s overarching strategy for the Structured Investments business line.
• Assist with developing new and maintaining existing relationships with investment banks, third-party distributors, and distribution partners to advance the product category.
• Maintain synchronization across industry groups to deliver a robust platform solution that addresses 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.
• Partner with the Client Solutions team to develop meaningful measurements of success.
• Work with internal technical partners to create a product offering that meets client needs.
• Drive process improvement by leveraging 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 an internship within a relevant field.
• Strong analytical and problem-solving skills with a high level of attention to detail.
• Strong written and verbal communication skills.
• Ability to operate successfully in a fast-paced environment.
• Strategic mindset with the ability to work independently.
• Demonstrated client service skills with stakeholders and clients.
• Excellent organizational skills.
• Desire to work in a cross-functional, collaborative environment.
• Proficiency in Excel and PowerPoint.
• Series 7 and 63 certifications are preferred; if not already held, they must be 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 that includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package, including 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).

Employees in this role will work in the office Monday–Thursday, with the flexibility to work remotely on Friday.