Structured Investments Operations - Analyst

Structured Investments Operations - Analyst New York, New York, United States About the Role iCapital is looking to hire an Analyst to join and support the Structured Investments team. This role will assist with the management, development, and maintenance of the structured investments eco-system on the platform for our clients. The iCapital Solutions team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker dealers, private banks, and RIAs throughout the United States. This individual will be responsible for supporting senior members of the team in developing and executing our company’s strategy and solutions in the structured investments market. Responsibilities Assist with supporting the development and execution of the company’s overarching strategy aimed at supporting the Structured Investments business line. Support the development of new and existing relationships with investment banks, third-party distributors, and distribution partners to advance the product category for the company. Maintain synchronization across various industry groups to deliver a robust platform solution addressing key stakeholders’ needs. Lead projects and provide strong analytical support to teammates. Compile, maintain, and analyze large data sets. Develop presentations with comprehensive data and analysis for internal meetings and projects. Work alongside the Client Solutions team to develop meaningful measurements of success. Work with internal technical partners to create a product offering that meets the needs of our clients. Drive process improvement by leveraging the use of technology. Qualifications Bachelor’s degree in a related field 1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field Strong analytical and problem-solving skills and a high level of attention to detail Strong written and verbal communication skills Able to successfully operate in a fast-paced environment Strategic mindset and able to work independently Demonstrated client service skills with stakeholders and clients Excellent organizational skills Desire to work in a cross-functional and collaborative environment Proficient in Excel and PowerPoint Series 7 and 63 certifications are preferred; or otherwise attained within 90 days of hire The base salary range for this role is $70,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. iCapital Voluntary Self-Identification Questions [U.S. Only] Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file. As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law. If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Classification of protected categories is as follows: A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability. A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service. An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense. An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded. Voluntary Self-Identification of Disability Why are you being asked to complete this? The law requires us to provide equal employment opportunity to qualified people with disabilities. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. How do you know if you have a disability? A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to: Alcohol or other substance use disorder (not currently using drugs illegally) Blind or low vision Cancer (past or present) Cardiovascular or heart disease Celiac disease Cerebral palsy Deaf or serious difficulty hearing Diabetes Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders Epilepsy or other seizure disorder Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD Missing limbs or partially missing limbs Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS) Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities Partial or complete paralysis (any cause) Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema This survey should take about 5 minutes to complete. Voluntary Self-Identification: What is your Gender? Select... Voluntary Self-Identification: Are you Hispanic / Latino? Select... Voluntary Self-Identification: Please identify your race if not Hispanic / Latino Select... Voluntary Self-Identification: What is your veteran status? Select... Voluntary Self-Identification: What is your disability status? Select... iCapital uses AI-enabled technology to compare your application against our job requirements and to assist in our hiring process. #J-18808-Ljbffr iCapital