Alternative Investment Product Specialist Job at iCapital Network (New York)

Internal Alternative Investment Specialist

iCapital’s Portfolio Management team is looking to hire an Associate Internal Al...

Location

United States , New York

Salary:

90000.00 - 115000.00 USD / Year

iCapital Network

Expiration Date

Until further notice

Requirements

2-5+ years of client‑facing experience in the financial services industry
Knowledge of capital markets and alternative investments
Exceptional communication, organizational, and interpersonal skills
Self‑starter with strong initiative who thrives in a fast‑paced environment
Demonstrated commitment to continuous professional development and team improvement
Series 7 and 63 licenses are required
Must obtain CAIA within 2-3 years of hire

Job Responsibility

Make daily sales calls to strengthen relationships and proactively uncover new opportunities
Partner with field sales specialists to execute territory strategies and drive sales growth
Deliver high‑quality support by resolving inquiries and account issues in partnership with the Investor Relations team
Develop a deep understanding of key alternative investment platforms and product availability
Gain full proficiency in product features and sub‑strategies to support wholesaling and product specialist needs
Use CRM tools to track activities, analyze data, and formulate engagement strategies
Travel to attend industry events and meet with key clients and prospects as required

What we offer

Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)

Fulltime

Specialist Investment Operations

Embark on a transformative journey as a Specialist Investment Operations at Barc...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven experience managing complex investment products, such as Alternative Investments, Private Equity, Derivatives, or Structured Products
Strong stakeholder management skills, with the ability to influence, challenge, and build effective partnerships across senior levels
Excellent critical thinking and decision-making capabilities, particularly in high-risk and time-sensitive situations
Demonstrated experience in strategic planning, delivery, and driving change initiatives aligned to broader business objectives
Exceptional attention to detail, ensuring accuracy, precision, and consistently high-quality outputs

Job Responsibility

Support various business areas with day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Collaboration with teams across the bank to align and integrate operational processes
Identification of areas for improvement and providing recommendations in operational processes
Development and implementation of operational procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on operational performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in banking operations
Participation in projects and initiatives to improve operational efficiency and effectiveness

What we offer

Fitness Suite
fitness classes
an on-site GP
a bicycle store
rooftop bar
clubs and societies

Fulltime

Investment Operations Specialist

A well-established wealth management firm in Parsippany, NJ is seeking an Invest...

Location

United States , Parsippany

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

2+ years of experience in investment operations, financial services operations, or client service
Exposure to separately managed accounts, alternative investments, or structured products preferred
Strong attention to detail with the ability to manage multiple requests simultaneously
Comfortable working in systems-driven environments (CRM / workflow tools
Salesforce experience a plus)
Professional communication skills and a service-oriented mindset
Experience with platforms such as AQR, CAIS, iCapital, or similar is a plus

Job Responsibility

Manage investment and trade requests from initiation through completion
Track and move requests through workflow systems, ensuring accuracy and timeliness
Coordinate with internal teams, external partners, and custodians to resolve issues and clear exceptions
Confirm accounts are properly set up with required features, restrictions, and documentation
Maintain organized records and support reporting, reconciliations, and internal controls
Provide operational support across SMAs, alternative investments, and structured products as needed

What we offer

Medical, vision, dental, and life and disability insurance
Enrollment in company 401(k) plan

New

Associate Private Wealth Portfolio Specialist

Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

July 30, 2026

Requirements

6+ months of Private Wealth Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Provide client services to internal and external ultra-high net worth customers in account management, operations, documentation, issue resolution, and technical support
Review basic issues, policies, or procedures for which answers can be quickly obtained, and are related to low to medium risk tasks and deliverables with narrow impact within Private Wealth Portfolio Management functional area
Receive direction from supervisor and exercise judgement within defined parameters while developing understanding Private Wealth Portfolio Management functional area, policies, procedures, and compliance requirements
Provide information to Private Wealth Portfolio Management managers, colleagues, and stakeholders, including internal as well as external customers
Provide service to existing clients and perform tasks that are clerical and administrative in nature
Assists Portfolio/Investment Manager in business development and supports through sales/marketing while leveraging partnership opportunities throughout the firm
Supports Portfolio/Investment Manager in the development and delivery of advice, client acquisition, and relationship management of high-net worth (HNW) and ultra-high-net worth (UHNW) clients of Private Wealth Portfolio Management, exercising a strong risk management mindset and ensures that all appropriate measures are taken to mitigate risk
Supports the Portfolio/Investment Manager by interfacing with WIM Relationship Managers and/or their associates as facilitator/liaison for seamless delivery of investment services and solutions
Builds partnerships with other line of business associates to foster teamwork
Interacts with clients, prepares client correspondence and investment research reports, and schedules client reviews

Fulltime

HPC&AI Sales Specialist

As an HPC & AI Sales Specialist, you are a product and solution expert responsib...

Location

South Korea , Seoul

Salary:

Not provided

Hewlett Packard Enterprise

Expiration Date

Until further notice

Requirements

Education: University or Bachelor's degree (Degrees in Computer Science, Electrical/Electronic Engineering, Data Science, or related STEM fields are highly preferred, but equivalent advanced IT sales experience will be fully valued)
Overall Experience: Typically 10 to 15+ years of advanced IT infrastructure sales experience (with a demonstrated track record of achieving progressively higher quotas and managing diverse enterprise/public customers)
(Preferred) Specialized Experience: 2 to 3+ years of dedicated product sales experience in the HPC and AI infrastructure space (e.g., GPU servers, high-density cluster systems, large-scale data center infrastructure solutions)
Proven Track Record: Experience driving large-scale infrastructure bidding processes, dealing with complex public Procurement/RFP processes, or closing multi-million-dollar enterprise deals
Project Management Skills: Required to coordinate cross-functional supporting sales activities, technical pre-sales, and vendor-side pricing approval desks
HPC & AI Domain Expertise: Regarded as a subject matter expert with deep knowledge of next-generation accelerator architectures (NVIDIA/AMD), high-density cluster setups, and advanced interconnect technologies
Market & Industry Acumen: Thoroughly understands the industry trends, macroeconomic trends, and market segments of key manufacturing, Telco, and research sectors in Korea
Deal Orchestration & Leadership: Demonstrates proactive leadership and initiative in successfully driving specialty sales in shared accounts—expertly managing prospecting, technical scoping, pricing negotiations, and closing
Complex Solution Selling: Ability to integrate hardware, high-value software stacks, and professional implementation services into a comprehensive strategic offer
Global Collaboration & Communication: Excellent professional working relationship-building skills, with the English proficiency required to smoothly navigate regional/global approvals (APAC/HQ) and training programs

Job Responsibility

Drive HPC & AI Pipeline & Sales Pursuit: Create, expand, and drive a proactive sales pipeline for HPC & AI solution portfolios—including NVIDIA & AMD high-performance GPUs, NVIDIA/AMD/Intel CPU cluster servers, AI networks (InfiniBand/High-speed Ethernet), and high-performance storage
Consultative Selling & C-Level Engagement: Establish professional, working, and consultative relationships with clients up to the C-level for major accounts by thoroughly understanding their unique business needs, GenAI/LLM workloads, and advanced computing challenges
Target Segment Focus: Lead and manage key strategic deals across assigned target customer segments: Enterprise: Major manufacturing companies and telecommunication providers (Telcos)
Public: Top-tier national research institutes and academic supercomputing centers
Strategic Positioning against Competitors: Maintain an in-depth understanding of the competitive landscape (e.g., alternative GPU/server vendors, CSP options) to strategically position our high-density AI infrastructure and change the playing field
Account Team Collaboration: Provide specialized business development and solution expertise to Account Managers, ensuring seamless integration of specialist sales with broader account activities
Partner & Alliance Ecosystem Leverage: Invest time working with and leveraging key external partners (including NVIDIA, AMD, Intel, and domestic Top-tier SI/distributor partners) to maximize win rates and deliver complex turnkey solutions
Quota Alignment & Forecast Management: Develop and meet quarterly/annual quota objectives for the defined product category and accurately forecast business pipeline within internal CRM systems

What we offer

Health & Wellbeing: comprehensive suite of benefits that supports their physical, financial and emotional wellbeing
Personal & Professional Development: specific programs catered to helping you reach any career goals
Unconditional Inclusion

Fulltime

Manager, Institutional Sales

The main purpose of this job is to be responsible for the overall strategy and e...

Location

United States , Kansas City

Salary:

158000.00 - 187500.00 USD / Year

Commerce Bank

Expiration Date

Until further notice

Requirements

Bachelor's degree in business, marketing or a related field or equivalent combination of education and experience required
6+ years institutional investment production, relationship management or sales leadership experience required
3+ years leadership/supervisory experience required
Strong knowledge of the Institutional sales field, including knowledge of best practices
Strong technical knowledge in investment management across fixed income, equity and alternative management
Understanding of Institutional fiduciary roles, such as ERISA, OCIO, and UPMIFA
Ability to prospect data tools and databases that can drive prospect generation
Ability to analyze and condense data obtained into a format that can be useable by sales team to drive sales process
Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
Ability to drive results and balance management of organizational risk and meeting goals of the business

Job Responsibility

Work with Senior Institutional line of business management to achieve company-wide institutional new business, revenue and profit goals
Directly oversee asset sales management activities, which includes oversight of the Institutional Business Development Officers, Specialists, Associates and the Sales Intelligence Unit (SIU)
Work within, and promote use of internal systems and CRM for all reporting needs, including activities, pipeline, compensation reporting, etc. Develop sales dashboard to track and report key metrics
Develop strong relationships with internal referral partners and the department leaders. Develop consistent communication channels and work to increase sales from referrals within Commerce Bank
Assist with developing sales and individual deal strategy. This will include structure, pricing, services
Provide thought leadership and strategies to acquire and use information from various sources to drive sale while utilizing knowledge and experience with sales and prospecting data bases
Serve as a subject matter expert as it relates to institutional competitors, current marketplace, pricing and products. Make recommendations that make Commerce Trust offerings increasingly competitive within the marketplace
Provide recommendations and work with the BDO team and SIU to continually enhance the RFP process and marketing collateral
Lead, mentor and motivate team members to implement the department strategy and manage department workflow with guidance on departmental projects/issues, and provide coaching and development opportunities appropriate to each direct report's individual needs
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action as required

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Private Credit Data Operations Specialist

The Private Credit Data Operations Specialist is responsible for assisting in th...

Location

United States , Atlanta

Salary:

75000.00 - 100000.00 USD / Year

Voya Financial

Expiration Date

Until further notice

Requirements

Bachelor's degree in Finance, Accounting, or related field with 3-5 years minimum financial data experience, preferably in asset management, accounting, audit, or capital markets
Strong fixed income knowledge required and fixed income experience a plus
Expect pursuit of CFA Investment Foundations designation
Excellent verbal and written communications skills with a passion for fixed income investing and attention to detail
Exceptional analytical skills, with the ability to analyze, organize and visualize data to support Voya's fixed income strategies
Deep knowledge of Excel and PowerPoint required, and experience with WebFocus or programing a plus
Strong interpersonal skills with ability to engage with many individuals throughout the organization
Career interest as a data analyst in investment management with good comfort interfacing with internal and/or external clients
Background in CPA or CFA preferred
Ability to multi-task and work in a high-paced, team-oriented environment

Job Responsibility

Performing as a core part of IM's Private Credit Portfolio Management and Investment team, the data analyst will be responsible for data and data projects to support both internal and external clients
Supporting client portfolio management responsibilities, including preparing materials to support making investment decisions on behalf of external clients following stated investment guidelines, helping with data to maintain client portfolios, helping track and ensure portfolios remain in compliance, and other data tracking regarding on-going production and investment results
Responsible for onboarding new client relationships across the team's proprietary portfolio management systems
Supporting data analysis for internal and external clients regarding capital market analysis, individual portfolio holding updates, and portfolio performance
Contributing to quarterly client portfolio review meetings by reviewing and ensuring that data in presentations is correct and providing additional customized responses and answers in timely fashion for any ad-hoc client requests
Assist the Senior Private Credit Client Portfolio Managers in gathering and analyzing product and capital markets data, assembling support materials including commentaries, presentation books and various marketing and communication pieces
Assist Institutional Insurance Solutions Sales team in curating customized report requests and pitch books for potential client mandates
Partnering with marketing and communications to assist in a high-quality investment product and client content creation and distribution
Ongoing project coordination and communications regarding data with all parts of the organization including portfolio management, marketing and communications, operations, and IT, legal and compliance and IM's institutional distribution teams
Assist the dedicated Private & Alternative CPMs with internal and external client inquiries including customized reports, ad-hoc client requests, and RFPs with strict deadlines

What we offer

Health, dental, vision and life insurance plans
401(k) Savings plan – with generous company matching contributions (up to 6%)
Voya Retirement Plan – employer paid cash balance retirement plan (4%)
Tuition reimbursement up to $5,250/year
Paid time off – including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day
Paid volunteer time — 40 hours per calendar year

Fulltime

Risk Appetite 2nd LOD Sr. Lead Analyst

Citibank, N.A. seeks a Risk Appetite 2nd LOD Sr. Lead Analyst for its Tampa, Flo...

Location

United States , Tampa

Salary:

183900.00 USD / Year

Citi

Expiration Date

July 15, 2026

Requirements

Master's degree, or foreign equivalent, in Business Administration, Accounting, Finance, Economics, or related field and 8 years of experience as a Manager, Associate, Director, Enterprise Risk Management Specialist or related position working with financial regulators including KYC and AML
Alternatively, employer will accept a Bachelor's degree in the stated fields and 10 years of progressively responsible, post-baccalaureate experience in the stated positions
Conducting quantitative and qualitative analyses
Developing governance and control frameworks in order to manage financial and non-financial risk at a financial services institution
Working across financial risk categories
Program Management of Capital-based stress loss limits
Liaising with senior management and facilitating a monthly working group
Working with internal audit teams
Management of Consent Order remediation at a large financial institution
Assessing AI technologies for potential implementation

Job Responsibility

Lead execution of components of the Risk Appetite and Limits book of work with timely and effective outcomes against regulatory and firm expectations
Plan, direct, and coordinate Risk Appetite Framework enhancements including internal controls, technological implementations, and governance for Risk Appetite Statements, Risk Appetite Assessments, Top Risk Alignment and Metric Maturity Assessments
Engage Technology, Product, Line of Business and other Risk teams
Drive the Capital Based Stress Loss Limits enhancement working group
Communicate with senior stakeholders to support delivery against key strategic priorities
Work with Internal Audit relating to regulatory work validation, including effective preparation of materials and artifacts for review and audit
Lead the advancement of AI capabilities within Citi's Risk Organization
Support the development of internal controls as well as governance framework, including contributing to effective policy and procedure development
Escalate program risks, when appropriate
Responsible for significant direct business results, and provide authoritative advice regarding the operations of the business from a financial accounting perspective

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

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Alternative Investment Product Specialist

Job Description

Job Responsibility

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