Internal Alternative Investment Specialist - Analyst / Associate
$90k - $115kiCapital
About the Role iCapital’s Portfolio Management team is looking to hire an Associate Internal Alternative Investment Specialist to support a new series of accredited investor-focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual will be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales. Responsibilities * Make daily sales calls to strengthen relationships and proactively uncover new opportunities. * Partner with field sales specialists to execute territory strategies and drive sales growth. * Deliver high‑quality support by resolving inquiries and account issues in partnership with the Investor Relations team. * Develop a deep understanding of key alternative investment platforms and product availability. * Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs. * Use CRM tools to track activities, analyze data, and formulate engagement strategies. * Travel to attend industry events and meet with key clients and prospects as required. Qualifications
- 2-5+ years of client‑facing experience in the financial services industry
- Knowledge of capital markets and alternative investments
- Exceptional communication, organizational, and interpersonal skills
- Self‑starter with strong initiative who thrives in a fast‑paced environment
- Demonstrated commitment to continuous professional development and team
- Series 7 and 63 licenses are required
- Must obtain CAIA within 2-3 years of hire
$100k - $140k
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