Full-Time

Structured Investments Distribution

Analyst

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

Compensation Overview

$60k - $65kAnnually

+ Commission + Equity

Junior, Mid

New York, NY, USA

Employees must work in the office Monday-Thursday, with remote flexibility on Friday.

Category
Investment Banking
Sales & Trading
Finance & Banking
Requirements
  • Bachelor's Degree
  • 2+ years of experience in a related financial position
  • Series 7 and 63 (FINRA) or must be obtained within four months of employment
  • Sales and client service experience, within financial services industry is a plus
  • Excellent relationship, follow-up, and communication skills
  • General knowledge of the financial services industry
  • Motivated, mature, and trustworthy team player
  • Highly organized and able to prioritize in a fast-paced environment
  • Knowledge of private markets, structured products, and options is a plus
Responsibilities
  • Conduct calls to set appointments for licensed sales professionals.
  • Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
  • Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
  • Make 100+ outbound calls per day.
  • Learn financial markets and portfolio strategies.
  • Assist senior sales professionals within assigned territory.
  • Partner effectively with external wholesaler and regional distribution team.
  • Utilize contact management system to capture information and schedule follow up activities.
  • Prepare for and pass necessary licenses.

iCapital Network connects financial advisors with high net worth investors and top-tier alternative investment managers. The company focuses on alternative investments, which include options like private equity, hedge funds, and real estate, rather than traditional stocks and bonds. iCapital's platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios and seek higher returns. Their business model offers a comprehensive solution that includes access to investment opportunities, educational resources, and support, with fees based on assets managed or invested. iCapital distinguishes itself by prioritizing user experience and education, helping clients navigate the complexities of alternative investments.

Company Stage

Growth Equity (Venture Capital)

Total Funding

$662M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

27%

1 year growth

38%

2 year growth

62%
Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnerships with firms like Blue Owl Capital, Endowus, and Ardian expand iCapital's reach and enhance its service offerings.
  • The acquisition of Mirador and the exclusive partnership with Unicorn Strategic Partners demonstrate iCapital's commitment to growth and market penetration.
  • iCapital's focus on user experience and seamless navigation of the alternative investment landscape ensures high client satisfaction and retention.

What critics are saying

  • The niche focus on alternative investments may limit iCapital's market appeal compared to more diversified financial service providers.
  • Integration challenges from acquisitions and partnerships could disrupt operations and affect service quality.

What makes iCapital Network unique

  • iCapital Network specializes in alternative investments, providing a curated selection of private equity, hedge funds, and real estate opportunities, unlike traditional financial service providers.
  • Their platform simplifies the complex process of investing in alternatives, making it more accessible and efficient for high net worth individuals and their advisors.
  • iCapital's strong emphasis on education and comprehensive support helps clients understand the benefits and risks associated with alternative investments, setting them apart from competitors.

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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