# Structured Investments Distribution - Analyst

**Company**: iCapital
**Location**: Toronto, ON
**Work arrangement**: hybrid
**Experience**: entry
**Job type**: full-time
**Category**: Sales
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8635122002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_962af044-bf1

## Description

iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients.

Responsibilities:

- 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.

Qualifications:

- Bachelor's Degree

- 0-2 years of relevant experience

- Sales and client service experience, within financial services industry is a plus

- Excellent relationship, follow-up, and communication skills

- General knowledge of the financial services industry

- Motivated, mature, trustworthy, and a team player

- Highly organized and able to prioritize in a fast-paced environment

- Knowledge of private markets, structured products, and options is a plus

- Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date

Benefits:

- Compensation package which includes salary and equity

- Eligible for commission

- 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)

- Work in the office Monday-Thursday, with the flexibility to work remotely on Friday

## Skills

### Required
- financial services
- sales
- client service
- communication
- relationship building
- time management
- organizational skills

### Nice to have
- private markets
- structured products
- options
- Series 7
- 63
- SIE (FINRA) licenses

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8635122002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)