Sales Analyst / Associate, iCapital
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Bachelor's Degree
- Sales and client service experience, within financial services industry a plus
- Excellent relationship, follow up, and communication skills
- General knowledge of the Financial Services industry
- Motivated, mature, trustworthy, team player
- Highly organized and able to prioritize in a fast-paced environment
- Knowledge of private markets, structured products, and options a plus
- Series 7 & 63 (FINRA), or be willing to obtain within 120 days
What the job involves
- Conduct calls to set appointments for licensed sales professionals
- Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors
- Make 100+ outbound calls per day
- Learn financial markets and portfolio strategies
- Assist senior sales professionals within assigned territory
- Effectively partner with external wholesaler and regional distribution team
- Utilize contact management system to capture information and schedule follow up activities
- Prepare for and pass necessary licenses
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 2025, the company services nearly $500 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, impressive funding 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
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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