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Internal Alternative Investment Specialist - Analyst / Associate

External
iCapital logoIcapital · Greenwich, CT
$90K–$115K/yrFull-timeOn-site1mo ago30+ days old, may be filled
CRM
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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.

Requirements

  • 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

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/

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