ApplySarthiStructured Investments Distribution - Analyst
iCapital
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Preparing for this interview
181 open distribution roles are hiring right now across 63 companies, mostly in Hyderabad — so the questions repeat. Practise them before you sit with iCapital.
Questions you are likely to be asked
- Why do you want to join iCapital?
- Walk me through a dashboard or report you built. Who used it, and for what?
- Explain a join or a window function you have used, and why you needed it.
- How would you explain a surprising number to a manager who does not believe it?
- Tell me about an analysis that changed a decision. What did you find?
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Practise the Structured Investments Distribution - Analyst at iCapital interview free →About the Role
iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients.
Responsibilities
- Conduct calls to set appointments for licensed sales professionals.
- Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Make 50+ outbound calls per day.
- Learn financial markets and portfolio strategies.
- Assist senior sales professionals within assigned territory.
- Effectively partner with the external wholesaler and the regional distribution team.
- Utilize contact management systems to capture information and schedule follow up activities.
- Prepare for and pass necessary licenses.
Qualifications
- Bachelor's Degree
- 0-2 years of relevant experience
- Sales and client service experience, within financial services industry is a plus
- Excellent relationship, follow-up, and communication skills
- General knowledge of the financial services industry
- Motivated, mature, trustworthy, and a team player
- Highly organized and able to prioritize in a fast-paced environment
- Knowledge of private markets, structured products, and options is a plus
- Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date
Benefits
iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
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.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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Listed on greenhouse · posted 2026-07-21. ApplySarthi collects openings and links to application pages; the role is advertised by iCapital, not by us.