Structured Investments Distribution Sales Analyst / Associate, iCapital

Salary not provided

Offers bonus and equity

Entry and Junior level

Toronto

3-4 days a week in office

Fintech platform for alternative investments

Be an early applicant

Fintech platform for alternative investments

1001+ employees

FintechB2BBankingInvestingSaaS

Be an early applicant

Salary not provided

Offers bonus and equity

Entry and Junior level

Toronto

3-4 days a week in office

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To power the world’s alternative investment marketplace.

Job

Company

Role

Who you are

Bachelor's Degree in a related field
Experience within the sales and client service industry; financial services industry is a plus
Excellent relationship, follow-up, and communication skills
General knowledge of the financial services industry
Motivated, mature, and trustworthy 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 (FINRA) is preferred

What the job involves

ICapital is looking to hire an Analyst or Associate to join the Structured Investments Distribution team to focus on sales support. This position will work cross-functionally, and closely with vendors, and clients
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 50+ outbound calls per day
Learn financial markets and portfolio strategies
Assist senior sales professionals within assigned territory
Partner effectively with the external wholesaler and regional distribution team
Utilize contact management systems to capture information and schedule follow up activities
Prepare for and pass the 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 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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