Structured Investments Platform Coverage Professional
7 days ago
Estimated Salary: $41.00/hour + relocation stipend and transportation stipendWe are seeking highly motivated interns to join our Structured Investments (SI) platform team. The SI platform emphasizes education and analytics to break down the complexity inherent in structured products, creating a centralized workflow for trade management and simplifying how financial advisors learn, transact, and manage client portfolios.
Job Responsibilities
- Develop an understanding of structured investments and alternative investments asset classes.
- Navigate iCapital CRM systems such as Monday, Tableau, etc., to track and action assigned tasks and client requests.
- Work with the broader team to support the SI deal flow and ad-hoc client and issuer requests.
- Contextualize and generate standardized monthly client reporting metrics.
- Identify ways to automate and systemize desk processes.
- Build a centralized database of internal and external decks and resources.
Required Skills and Qualifications
- 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.
Benefits
- Outings with iCapital team members and fellow interns to build connections and grow your network.
- Corporate culture and volunteer activities in support of the communities where we live and work.
- Rooftop Happy Hours showcasing our impressive views of NYC.
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