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Analyst, Structured Investments at iCapital - ApplyBlast

Analyst, Structured Investments

iCapital

3 months ago

4.1 on Glassdoor

Toronto, Ontario, Canada

Hybrid

Full Time

Junior

0 applicants

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About this role

iCapital is seeking an Analyst to support the Structured Investments team with sales activities, including outbound calling, appointment setting, and market analysis. The role involves collaborating with vendors, clients, and senior sales professionals while learning product knowledge and obtaining required licenses.

Responsibilities

Conduct outbound calls to set appointments for sales professionals
Analyze regional and product sales trends for broker‑dealer firms
Partner with external wholesalers and regional distribution teams

Skills

Qualifications

Bachelor's DegreeSeries 7Series 63SIE (FINRA) License

About iCapital

icapital.com

Headquarters

New York, New York, United States

Company Size

1001-5000 employees

Founded

2013

View Profile

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.