Structured Investments Distribution - Analyst
Torontoonsitemid
via Greenhouse
About this role
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients.
Responsibilities
Conduct calls to set appointments for licensed sales professionals.
Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
Make 50+ outbound calls per day.
Learn financial markets and portfolio strategies.
Assist senior sales professionals within assigned territory.
Effectively partner with the external wholesaler and the regional distribution team.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Toronto. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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