Internal Alternative Investment Specialist - Analyst/Associate

iCapital(20 days ago)

HybridFull TimeMedior$90,000 - $115,000Portfolio Management

About this role

An Associate Internal Alternative Investment Specialist on iCapital’s Portfolio Management team supporting accredited investor-focused offerings created with leading alternative asset managers. The role focuses on capital raising for these offerings—partnering with Alternatives Distribution, asset managers, and working independently to engage independent broker-dealers, registered investment advisors, private banks and wire-houses, and reports to the Head of Registered Fund Solutions Sales.

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Required Skills

Sales Calls
Territory Strategy
Investor Relations
Alternative Investments
Capital Markets
CRM
Client Management
Product Knowledge
Communication
Travel

Qualifications

Series 7
Series 63
CAIA (obtain within 2-3 years)

About iCapital

icapital.com

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.