Full-Time

Structured Investments

Trading Operations, Analyst / Associate

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Entry, Junior

Boca Raton, FL, USA

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Category
Quantitative Trading
Quantitative Finance
Required Skills
Bloomberg

You match the following iCapital Network's candidate preferences

Employers are more likely to interview you if you match these preferences:

Degree
Experience
Requirements
  • Bachelor’s degree in finance or Economics
  • Series 7 and 63 licenses or candidate must obtain licenses within 6 months of hire date
  • Strong organizational skills and solid attention to detail
  • Strong verbal, written, and interpersonal communication skills
  • Proficient with Microsoft Suite (PowerPoint and Excel)
  • Able to escalate and communicate effectively
  • Able to work independently and take initiative
Responsibilities
  • Work with trading partners to resolve trade breaks and DKs.
  • Send offering documents to RBC to have securities set up internally.
  • Assist with opening new accounts at RBC and in Bloomberg.
  • Enter orders into Axio Exchange.
  • Assist with month-end calendar closeouts.
  • Confirm orders with RIAs, broker dealers, and issuers to ensure order accuracy.
  • Run trades in Bloomberg using TOMs.
  • Monitor TRACE reports and work with trading partners to correct any trades that are unmatched.
Desired Qualifications
  • Operational / trading experience preferred

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios beyond traditional stocks and bonds. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They generate revenue through various fees based on the assets managed or invested through their platform. What sets iCapital apart from competitors is their focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments. The company's goal is to make alternative investments more accessible and efficient for financial advisors and their clients.

Company Stage

Late Stage VC

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

2%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • iCapital's partnership with Ardian expands access to private market investment strategies.
  • The Unicorn Strategic Partners collaboration taps into Latin America's growing alternative investment interest.
  • iCapital's AI integration enhances personalized investment strategies for high-net-worth clients.

What critics are saying

  • Increased competition from fintech startups may erode iCapital's market share.
  • Regulatory scrutiny on alternative investments could lead to higher compliance costs.
  • Economic instability in key markets like Hong Kong and Singapore may affect investment flows.

What makes iCapital Network unique

  • iCapital offers a curated menu of private equity, credit, and hedge funds.
  • The platform simplifies alternative investments with lower minimums and digital workflows.
  • iCapital's research team provides robust analysis and educational resources for investors.

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Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave