About the role
The Structured Investments team supports sales of alternative investment products. The Analyst in this role conducts outreach to schedule appointments for sales professionals, analyzes sales trends, and communicates product information. This position also partners with sales teams and manages client contact data.
Our summary of the posting; the original is on the iCapital careers page.
What the posting requires
- Required
- Financial services industry
- Bachelor's degree
- Series 7
- Series 63
- SIE
- FINRA licenses
- Relationship skills
- Motivated
- Organized
- Follow-up skills
- Preferred
- Private markets
- Structured products
- Options
- Sales
- Client service
These tags are our reading of the posting. They can miss something; the original posting is the reference.