iCapital

Internal Alternative Investment Specialist - Analyst/Associate

iCapital  •  $90k - $115k/yr  •  Greenwich, CT / New York City, NY (Remote)  •  1 month ago
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Job Description

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 improvement
  • Series 7 and 63 licenses are required
  • Must obtain CAIA within 2-3 years of hire

Benefits

The base salary range for this role is $90,000 to $115,000. iCapital offers a compensation package which includes salary, 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 unlimited 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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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

About iCapital

Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.

Industry
IT & Software
Company Size
1,001-5,000 employees
Headquarters
New York, NY
Year Founded
2013
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