Structured Investments Associate
1 week ago
iCapital is seeking a highly organized and detail-oriented Associate to join the Structured Investments Distribution team. This role will support the Trading department with order entry, security setup, resolving trade breaks, and month-end closeouts.
Responsibilities- Collaborate with trading partners to resolve trade breaks and discrepancies.
- Coordinate with RBC to set up securities internally.
- Assist with opening new accounts at RBC and in Bloomberg.
- Enter orders into Axio Exchange.
- Support month-end calendar closeouts.
- Verify orders with RIAs, broker-dealers, and issuers to ensure accuracy.
- Run trades in Bloomberg using TOMs.
- Monitor TRACE reports and work with trading partners to correct unmatched trades.
- Bachelor's degree.
- Series 7 and 63 licenses required.
- 2+ years of operations/trading experience.
- Strong organizational skills and attention to detail.
- Excellent verbal, written, and interpersonal communication skills.
- Proficient with Microsoft Suite (PowerPoint and Excel).
- Able to escalate and communicate effectively.
- Able to work independently and take initiative.
iCapital offers a competitive compensation package, including salary, equity, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.
iCapital values collaboration and innovation. Employees in this role will work in the office four days a week, with the flexibility to work remotely one day.
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Structured Investments Associate
4 weeks ago
Boca Raton, Florida, United States iCapital Full timeAbout iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our platform has transformed the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.iCapital services approximately...
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Structured Investments Associate
2 weeks ago
Boca Raton, Florida, United States iCapital Full timeAbout iCapitaliCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.Job SummaryiCapital is...
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Structured Investments Associate
4 weeks ago
Boca Raton, Florida, United States iCapital Full timeAbout the RoleiCapital is seeking a highly skilled Associate to join the Structured Investments Distribution team, focusing on operations and assisting the Trading department. This role will support the Trading department with order entry, security setup, resolving trade breaks, and month-end closeouts.ResponsibilitiesCollaborate with trading partners to...
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Structured Investments Operations Associate
1 month ago
Boca Raton, Florida, United States iCapital Full timeAbout the RoleiCapital is seeking a highly organized and detail-oriented Associate to join the Structured Investments Distribution team. This role will focus on operations and support the Trading department in various tasks, including order entry, security setup, trade breaks, and month-end closeouts.ResponsibilitiesCollaborate with trading partners to...
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Investment Operations Associate
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