iCapital is looking to hire a Client Solutions Analyst to join the International Client Solutions team with a focus on Latin America (LATAM). The role involves developing and maintaining relationships with banks, independent broker dealers, and small institutions in LATAM, while assisting in onboarding new businesses and ensuring client satisfaction with alternative investments.
Responsibilities
- Assist the lead coverage team and Unicorn with pitching and onboarding new businesses, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations
- Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
- Assist in development and rollout of Lynk ETNs as an alternative access point to alternative investments in the region
- Respond suitably to inbound inquiries, vet opportunities
- Develop presentations and analysis for internal and external meetings and projects
- Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
- Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
- Assist in the preparation of senior management and board reporting
Skills
- 1-3+ years of experience in a business development or relationship management capacity; International experience is preferred
- Fluent in Spanish is a requirement
- Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
- Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Excellent project management skills, well organized and a highly collaborative strategic thinker
- Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
- Demonstrated client service skills with stakeholders and clients
- International experience is preferred
- Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
Benefits
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental
- Vision
- Telemedicine
- Virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
Company Overview
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://icapital.com.Company H1B Sponsorship
iCapital has a track record of offering H1B sponsorships, with 6 in 2022, 10 in 2021, 7 in 2020. Please note that this does not guarantee sponsorship for this specific role.
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