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iCapital is looking to hire a Client Solutions Analyst to join the International Client Solutions team with a focus on Latin America (LATAM). This individual will contribute to the development of new and existing prospects and relationships to support the growth and execution of the LATAM business. 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. This individual will also work extensively with partners in the region which include Unicorn Strategic Partners and Lynk Markets.
Job Responsibility:
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
Requirements:
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)
Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
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
Nice to have:
International experience is preferred
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