Structured Investments Distribution - Analyst

iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. The Analyst will work cross-functionally and closely with vendors and clients, conducting calls to set appointments, learning iCapital products, and analyzing regional and product sales trends.

Requirements

• 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 50+ outbound calls per day
• Learn financial markets and portfolio strategies
• Assist senior sales professionals within assigned territory
• Effectively partner with the external wholesaler and the regional distribution team
• Utilize contact management systems to capture information and schedule follow up activities
• Prepare for and pass necessary licenses

Benefits

• Employer matched retirement plan
• Generously subsidized healthcare
• Parental leave
• Unlimited paid time off (PTO)