Sales Analyst/Associate, iCapital
Annuities
$70-80k
+ Equity + Annual Performance Bonus
More information about location
4+ days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$70-80k
+ Equity + Annual Performance Bonus
More information about location
4+ days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Bachelor’s degree in a related field
- 1+ years 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
- Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
- 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, 63 certifications are preferred; or otherwise attained within 120 days of hire
- Knowledge of financial products, and annuities, is preferred
- Motivated, detail-oriented, and able to independently solve problems
- Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
- Microsoft office skills are required (Word, Excel, PowerPoint)
What the job involves
- ICapital is looking to hire an Annuities Sales Analyst or Associate to join the iCapital Solutions department
- This role will support the Annuities team assisting with the management, development, and maintenance of the Annuities platform for our clients
- ICapital Solutions develops and manages the technology platform experience for many of iCapital’s largest clients throughout the United States
- This individual will be responsible for supporting senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing our company’s strategy
- Serve as a main contact point for our annuity clients, managing relationships and ensuring their needs are met
- Lead and conduct training for internal and external partners, ensuring they are well-versed in the platform's features and capabilities
- Support the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line
- Assist in the creation, maintenance, and distribution of data to carrier and distributor partners, ensuring accuracy and timeliness of all information
- Support the development of new and existing relationships with distribution partners to advance the product category for the company
- Manage clients’ expectations by troubleshooting and resolving any issues related to the platform
- Take ownership of projects, providing strong analytical support to teammates and ensuring successful execution of tasks
- Aggregate, maintain, and analyze large data sets to drive informed decision-making
- Develop presentations with significant data and analysis for internal and external meetings and projects
- Work alongside the sales and finance team to develop meaningful measurements of success for the Annuities platform
- Partner with the Compliance team to ensure all regulatory requirements are met as we onboard new clients
- Drive process improvements, in part by leveraging teams, technology, and automating data-related workflows
- Collaborate with the Engineering team to ensure the platform operates efficiently and meets the needs of clients
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Company
Funding (last 2 of 8 rounds)
Dec 2021
$50m
LATE VC
Jul 2021
$440m
GROWTH EQUITY VC
Total funding: $680.6m
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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