Internal Alternative Investment Specialist - Analyst/Associate jobs in United States
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iCapital · 3 days ago

Internal Alternative Investment Specialist - Analyst/Associate

positionGreenwich, Connecticut, United States
timeFull-time
remoteHybrid
seniorityEntry, Mid Level
money$90K/yr - $115K/yr
date2+ years exp

iCapital is a company focused on alternative investments, seeking to hire an Associate Internal Alternative Investment Specialist. This role involves supporting capital-raising efforts for accredited investor-focused offerings and requires collaboration with various teams to strengthen client relationships and drive sales growth.

Asset ManagementBankingFinancial ServicesFinTech
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H1B Sponsor Likelynote

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

Qualification

Client-facing experienceCapital marketsAlternative investmentsSeries 7 licenseSeries 63 licenseContinuous professional developmentExceptional communication skillsOrganizational skillsInterpersonal skillsSelf-starter

Required

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

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

iCapital

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Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
dateFounded in 2013
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://icapital.com

H1B Sponsorship

iCapital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)

Funding

Current Stage
Late Stage
Total Funding
$1.55B
Key Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M

Leadership Team

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Dan Vene
Co-Founder and Managing Partner
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Nick Veronis
Managing Partner & Co-Founder
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Recent News

Business Wire
iCapital® Joins World Economic Forum
2026-01-16
Business Wire
iCapital® Announces Continued Investment in Leadership; Appoints Gary Gallagher as President
2026-01-15
MarketScreener
Nasdaq maintains over a decade of listings leadership in 2025
2025-12-18
Company data provided by crunchbase