About the Role iCapital is looking to hire an Analyst to join the Structured Investments Distribution (SID) team. This role will support key operational, compliance, and sales enablement functions for the team. This role…
Skills: Salesforce, Microsoft Excel, Data Management, Onboarding Process Management, Compliance Coordination
Data Scientist - Inference, Safety and Customer Care
Toronto, Ontario, Canada · Hybrid
$108k–$135k/yr
Mid level$5.8B raised
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Full-time
bachelor degree, professional certificate
Competitive total compensation package, Salary, Bonus, Equity, Medical insurance, Dental insurance
Posted 11d ago
~40 hrs/week
Responsibilities
The role manages the end-to-end onboarding process for new partners and coordinates compliance disclosures using STAR Compliance. Additionally, it ensures the integrity of Salesforce data through regular audits and updates to support the sales team.
Requirements
Candidates need a bachelor's degree or certificate in Finance, Business, or Administration and 1-3 years of experience in sales or business operations. Proficiency in Salesforce and Microsoft Excel is required, along with strong organizational and communication skills.
Full job description
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments Distribution (SID) team. This role will support key operational, compliance, and sales enablement functions for the team. This role is responsible for managing onboarding processes, coordinating compliance disclosures, and maintaining the integrity of critical sales data within Salesforce. The ideal candidate is highly organized, detail-oriented, and able to collaborate effectively across multiple teams to drive efficiency and support business growth.
Responsibilities
Manage the end-to-end onboarding process for new companies partnering with the Structured Investments team, ensuring timely and efficient onboarding.
Partner closely with Compliance and internal stakeholders to streamline onboarding approvals and reduce turnaround times.
Track onboarding progress and provide status updates to stakeholders, helping ensure a seamless experience for the sales team and external partners.
Support ongoing Salesforce enhancement initiatives by helping maintain visibility into onboarding workflow stages and key milestones.
Coordinate and prepare all STAR Compliance disclosures on behalf of the Structured Investments Distribution team.
Consolidate data from expense management platforms, including Coupa and Expensify, to ensure complete and accurate disclosure reporting.
Work closely with Compliance to facilitate timely submissions and adherence to regulatory requirements.
Maintain the accuracy and integrity of Salesforce data through regular audits, updates, and data cleansing activities.
Review, validate, and update client, prospect, and opportunity records to ensure information remains current and reliable.
Support the SID Sales team by providing accurate data that enables informed decision-making, efficient pipeline management, and stronger client engagement.
Identify opportunities to enhance operational processes, improve reporting capabilities, and drive greater efficiency across the team.
Qualifications
Bachelor's degree and/or a certificate in Finance, Business or Administration with a focus on operations or related fields
1-3 years of experience in sales operations, business operations, compliance coordination, or financial services
Strong attention to detail and commitment to data accuracy
Experience working with Salesforce or other CRM platforms
Proficiency in Microsoft Excel and data management tools
Excellent organizational, communication, and project management skills
Able to manage multiple priorities in a fast-paced environment
Collaborative mindset with the ability to work cross-functionally across sales, compliance, and operational teams
Benefits
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs, based on their function. For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us
iCapital is proud to support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
92,622
Total funding
$11B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech