iCapital · 5 hours ago
International Client Solutions - Analyst
New York, New York, United States
Full-time
Hybrid
Entry, Mid Level
$75K/yr - $85K/yr
1+ years expiCapital is looking to hire a Client Solutions Analyst to join the International Client Solutions team with a focus on Latin America (LATAM). The role will focus on maintaining and expanding relationships primarily with banks, independent broker dealers, family offices and small institutions across LATAM that are interested in expanding their exposure to alternative investments.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Assist the lead coverage team and Unicorn with pitching and onboarding new businesses, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations
Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
Assist in development and rollout of Lynk ETNs as an alternative access point to alternative investments in the region
Respond suitably to inbound inquiries, vet opportunities
Develop presentations and analysis for internal and external meetings and projects
Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
Assist in the preparation of senior management and board reporting
Qualification
Required
1-3+ years of experience in a business development or relationship management capacity
Fluent in Spanish is a requirement
Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
Excellent verbal and written communication skills
Strategic mindset and able to work independently
Excellent project management skills, well organized and a highly collaborative strategic thinker
Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
Demonstrated client service skills with stakeholders and clients
Preferred
International experience is preferred
Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase