iCapital · 1 week ago
Internal Alternative Investment Specialist - Analyst/Associate
Greenwich, CT
Full-time
Hybrid
Entry, Mid Level
$90K/yr - $115K/yr
2+ years expiCapital is a company focused on alternative investment offerings and is seeking an Associate Internal Alternative Investment Specialist to support their capital-raising efforts. The role involves making sales calls, partnering with sales specialists, and developing a deep understanding of alternative investment platforms.
Asset ManagementBankingFinancial ServicesFinTech
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
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
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
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 StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
Business Wire
2026-01-16
Business Wire
2026-01-15
2025-12-18
Company data provided by crunchbase