Remote Structured Investments Distribution Issuer Relations and Key Accounts Analyst

Summary

Join the Structured Investments (SI) Distribution Issuer Relations and Key Accounts team at iCapital as a highly motivated Analyst to assist with ongoing relationship management and business development for existing SI Distribution relationships.

Requirements

• Bachelor’s degree, preferred concentration in finance, statistics, or economics
• Series 7 and 63 (FINRA) must be obtained within 4 months of employment
• Excellent verbal and written communication skills
• Foster and maintain effective relationships
• Proactively assess and act upon client and company needs
• Attention to detail and organized approach to responsibilities
• Critical thinker than possesses strong problem-solving skills
• Devotion to collaboration and able to thrive in a team environment, while also able to work independently

Responsibilities

• Assist in day-to-day management of existing SI Distribution relationships
• Analyze and deliver monthly performance metrics to a variety of clients
• Generate special projects and reports
• Develop presentation materials and analysis for client meetings and projects
• Work in conjunction with senior members of the SI Key Accounts and Issuer Relations team to anticipate client needs
• Provide accurate and timely data to key stakeholders
• Join sales calls and meetings to further learn the SI business

Benefits

• Base salary range: $70,000 to $85,000
• 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
• Unlimited paid time off (PTO)
• Equity for all full-time employees
• Annual performance bonus