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Structured Investments
Assistant Vice President
Updated on 11/22/2022
Locations
New York, NY, USA
Experience Level
Entry
Junior
Mid
Senior
Expert
Desired Skills
Data Analysis
Excel/Numbers/Sheets
Requirements
  • Bachelor's degree
  • 6+ years' experience in investment analytics
  • Strong analytical skills and a high level of attention to detail
  • Strong written and verbal communication skills
  • Able to successfully operate in a fast-paced environment
  • Excellent organizational skills
  • Desire to work in a cross-functional and collaborative environment
  • Proficient in Excel
  • Series 7, 63 certifications
Responsibilities
  • Source and analyze data in response to monthly client requests
  • Maintain iCapital platform by synchronizing data across industry groups
  • Capable of aggregating, maintaining, and analyzing large data sets with excellent attention to detail
  • Drive process improvement, in part by leveraging technology
  • Able to take ownership of projects and provide strong analytical support for teammates to leverage
Desired Qualifications
  • The base salary range for this role is $115,000 to $135,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance
iCapital Network

501-1,000 employees

Company Overview
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
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
Company Core Values
  • Integrity - Honesty and integrity are fundamental to everything we do.
  • Collaboration - Teamwork and collaboration are the foundation of our success.
  • Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
  • Partnership - The success of our clients and partners is our relentless focus.
  • Excellence - We Strive for flawless execution.