Internal Alternative Investment Specialist - Analyst/Associate
About The Position
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.
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
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.
Benefits
- The base salary range for this role is $90,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
1,001-5,000 employees
