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Investment Operations Associate
1 week ago
iCapital is revolutionizing the alternative investment landscape. Our cutting-edge financial technology platform has redefined how advisors, wealth management firms, asset managers, and banks assess and recommend tailored public and private market strategies for their affluent clientele. Currently, iCapital manages approximately $192 billion in global client assets across 1,585 funds.
Recognized by Forbes as part of the Fintech 50 for seven consecutive years, iCapital has also been honored as a top startup employer and has received multiple awards for its innovative solutions.
Position SummaryWe are seeking an Associate to join our Structured Investments Distribution team, focusing on operational support for the Trading department. This role involves assisting with order entry, security setup, trade discrepancy resolution, and month-end closing processes. The Associate will report to a Senior Vice President and collaborate closely with various team members, vendors, and clients.
Key Responsibilities- Collaborate with trading partners to address trade discrepancies and DKs.
- Facilitate the transmission of offering documents to ensure internal security setup.
- Assist in the establishment of new accounts.
- Input orders into the trading platform.
- Support month-end closing activities.
- Verify orders with registered investment advisors, broker-dealers, and issuers to ensure accuracy.
- Execute trades using Bloomberg.
- Monitor TRACE reports and coordinate with trading partners to rectify unmatched trades.
- Bachelor's degree.
- Possession of Series 7 and 63 licenses.
- A minimum of 2 years of experience in operations or trading.
- Exceptional organizational skills and attention to detail.
- Strong verbal, written, and interpersonal communication abilities.
- Proficiency in Microsoft Office Suite, particularly PowerPoint and Excel.
- Ability to escalate issues and communicate effectively.
- Self-motivated with the capacity to work independently.
iCapital offers a competitive compensation package that includes salary, equity for all full-time employees, and an annual performance bonus. Our comprehensive benefits package features an employer-matched retirement plan, subsidized healthcare with fully covered dental and vision, telemedicine services, parental leave, and unlimited paid time off (PTO).
We believe that collaboration fosters innovation. Employees in this role will work in the office four days a week, with the option to work remotely one day. Each department has unique requirements, and some positions may be designated as in-office roles based on their functions.
iCapital is committed to being an Equal Employment Opportunity and Affirmative Action employer, ensuring that we do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, veteran status, disability, or any other legally protected characteristics.
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