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About the Role

iCapital is seeking an Analyst to join the Structured Investments Distribution (SID) team, supporting operational, compliance, and sales enablement functions. This role involves managing onboarding, coordinating compliance disclosures, and maintaining Salesforce data integrity, aiming to enhance efficiency and support business growth.

Responsibilities

• Manage the end-to-end onboarding process for new companies partnering with the Structured Investments team.
• Streamline onboarding approvals and reduce turnaround times by partnering with Compliance and internal stakeholders.
• Track onboarding progress and provide status updates to stakeholders.
• Support Salesforce enhancement initiatives by maintaining visibility into onboarding workflow stages and key milestones.
• Coordinate and prepare all STAR Compliance disclosures for the Structured Investments Distribution team.
• Consolidate data from expense management platforms (Coupa, Expensify) for accurate disclosure reporting.
• Facilitate timely submissions and adherence to regulatory requirements with Compliance.
• Maintain Salesforce data accuracy and integrity through regular audits, updates, and data cleansing.
• Review, validate, and update client, prospect, and opportunity records.
• Support the SID Sales team by providing accurate data for decision-making, pipeline management, and client engagement.
• Identify opportunities to enhance operational processes, improve reporting, and drive team efficiency.

Requirements

• 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.
• Ability to manage multiple priorities in a fast-paced environment.
• Collaborative mindset with the ability to work cross-functionally across sales, compliance, and operational teams.

Skills

• Salesforce
• Microsoft Excel
• Data Management
• Project Management
• Communication
• Organization

Location

• Office (Monday-Thursday)
• Remote (Friday)

Work Type

• Hybrid

Experience Level

• 1-3 years

Education Level

• Bachelor's degree
• Certificate in Finance, Business or Administration

Benefits

• Competitive total compensation package (salary, bonus, equity)
• 100% premium coverage for medical, dental, vision, prescription, life insurance, and long-term disability for employees and dependents
• Retirement Plans with company match
• Unlimited Paid Time Off (PTO)
• Flexibility to work remotely part of the week

About the Company

• iCapital is a company that believes the best ideas and innovation happen when people are together.
• For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us

Equal Opportunity

• 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.