Alternative Investment Associate

3 weeks ago


New York, New York, United States iCapital Full time
About UsiCapital is proud to be an innovative leader in the fintech industry, recognized for our cutting-edge technology and commitment to democratizing access to alternative investments. With a strong presence in the global market, we have established ourselves as a trusted partner for wealth managers and advisors. Our team is passionate about creating a seamless experience for investors and is dedicated to providing exceptional customer service.

Estimated Salary Range$41.00/hour + relocation stipend and transportation stipend

Job Responsibilities

As a Marketplace Development Intern, you will assist the Marketplace team in various tasks, including:

  • Creation and updating of marketing materials, user guides, and internal process documentation
  • Building out the CRM system to expand the universe of prospects and increase platform registrations and sales
  • Cleaning up the internal fund database to ensure required fields are populated for all funds
  • Creating prospect lists for the Advisor Engagement team
  • Organizing and reporting the results of email and calling campaigns
  • Analyzing trends in platform user engagement and creating management summaries

You will work closely with the Marketplace team to drive the growth and development of our platform and contribute to the success of our business. We offer a dynamic and supportive work environment, opportunities for professional growth and development, and a competitive salary and benefits package.


Requirements

To be successful in this role, you will need:

  • Highly inquisitive, collaborative, and a creative problem solver
  • Possess foundational knowledge of and/or genuine interest in the financial markets
  • Able to thrive in a fast-paced environment
  • Able to adapt to new responsibilities and manage competing priorities
  • Technologically proficient in Microsoft Office (Excel, PowerPoint)
  • Strong verbal and written communication skills

If you are a rising junior or senior in a U.S. college/university bachelor's degree program and are authorized to work in the United States, we encourage you to apply for this exciting opportunity.



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