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Internal Alternative Investment Specialist - Analyst/Associate

iCapital NetworkGreenwich, Connecticut, United States; New York, New York, United States
On-site Full-time $90K/yr - $115K/yr

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Experience Level

Experience

Qualifications

Qualifications2-5+ years of direct client engagement experience within the financial services sector. Solid understanding of capital markets and alternative investments. Outstanding communication, organizational, and interpersonal abilities. Proactive self-starter with a strong drive who excels in a dynamic environment. Proven dedication to ongoing professional development and team enhancement. Possession of Series 7 and 63 licenses is mandatory. CAIA certification must be obtained within 2-3 years post-hire.

About the job

iCapital Network’s Portfolio Management team is hiring an Internal Alternative Investment Specialist at the Analyst or Associate level. This role focuses on supporting a new set of offerings designed for accredited investors, built in partnership with leading global alternative asset managers. The position sits within a small, collaborative team and plays a central part in capital-raising efforts across independent broker-dealers, registered investment advisors, private banks, and wire-houses. The role reports to the Head of Registered Fund Solutions Sales.

What You Will Do

  • Drive daily sales outreach to maintain current relationships and uncover new business opportunities.
  • Work closely with field sales specialists to execute territory plans and improve overall sales results.
  • Deliver high-level support by responding to inquiries and resolving account issues alongside the Investor Relations team.
  • Build expertise in major alternative investment platforms and their product offerings.
  • Develop a strong understanding of product features and strategies to support wholesaling and product specialists.
  • Use CRM systems to track activities, analyze data, and shape engagement strategies.
  • Travel as needed for industry events and meetings with clients or prospects.

Locations

This position is based in either Greenwich, Connecticut or New York, New York.

About iCapital Network

iCapital Network is a leading financial technology firm that democratizes access to alternative investments for wealth managers and their clients. By partnering with top asset managers, iCapital provides innovative investment solutions and exceptional client service to enhance the investment experience.

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