Annuities Analyst, iCapital
$70-80k
+ Equity
4 days a week in office
Fintech platform for alternative investments
Open for applications
Fintech platform for alternative investments
1001+ employees
Open for applications
$70-80k
+ Equity
4 days a week in office
1001+ employees
Company mission
To transform the world's investment industry for better outcomes.
Role
Who you are
- Bachelor's degree is required; concentration in finance, business, or a related field is preferred
- 2–5 years of operational or client-facing experience in the financial services industry, with demonstrated exposure to annuities or insurance products is strongly preferred
- Experience with Hexure or comparable insurance and annuity configuration platforms is a strong plus
- Proven ability to work cross-functionally and support senior stakeholders, comfortable translating strategic priorities into operational action
- Exceptional communication and relationship management skills, able to interface confidently with clients, partners, and internal leadership
- Highly organized with strong attention to detail, capable of managing multiple workstreams and prioritizing effectively in a fast-moving environment
- Self-starter with a proactive, solutions-oriented mindset and a genuine desire to contribute to a high-growth fintech organization
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) required; familiar with CRM or operational tools is a plus
What the job involves
- ICapital is seeking an Annuities Analyst to join the growing Annuities Platform team
- This role sits at the intersection of client operations, technology integration, and strategic execution, offering a meaningful opportunity to drive platform excellence while directly supporting senior leadership on high-impact initiatives
- This individual will serve as a key operational partner across internal teams, owning client onboarding workflows and contributing to configuration efforts within Hexure, now part of iCapital, and related platforms
- Own end-to-end onboarding for Wealth Managers and financial professionals, coordinating across internal stakeholders to deliver a consistent, high-quality experience from intake through activation
- Configure and maintain annuity products on the platform, ensuring product data integrity and timely updates in alignment with business requirements
- Collaborate on Hexure integration and configuration under senior direction, supporting implementation, testing, and optimization of annuity product setups to ensure accuracy and a seamless client experience
- Support senior management in advancing high-level operational and strategic objectives, including preparing materials, synthesizing platform data, and acting as a reliable execution partner on cross-functional initiatives
- Serve as a collaborative liaison to the Sales team, proactively communicating platform capabilities and operational timelines to support client acquisition and retention goals
- Partner with Engineering teams to identify, escalate, and resolve platform issues, contributing to a feedback loop that improves long-term platform reliability
- Manage client expectations through proactive communication, structured issue tracking, and timely resolution of operational inquiries
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 9 rounds)
Jul 2025
$820m
SERIES E
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
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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