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Structured Investments Associate

2 months ago

Boca Raton, Florida, United States iCapital Full time
About the Role

iCapital 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.

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.
Requirements
  • Bachelor's degree.
  • Series 7 and 63 licenses are 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.
Benefits

iCapital offers a comprehensive compensation package, including salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a generous benefits package, including an employer-matched retirement plan, 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, with the flexibility to work remotely one day. The company prioritizes diversity, equity, and inclusion, and is an Equal Employment Opportunity and Affirmative Action employer.