Search the 2 jobs at iCapital

The Analyst will provide sales support for the Structured Investments Distribution team by conducting calls to set appointments, learning iCapital products, analyzing sales trends, and assisting senior sales professionals. The role requires effective communication, strong organizational skills, and the ability to work in a fast-paced environment while making over 100 outbound calls daily.

This role involves coordinating tax compliance and structuring for Canadian funds, managing tax filings, and collaborating with internal and external stakeholders. The candidate will lead tax projects, oversee third-party tax preparers, and ensure effective communication on tax inquiries and legislation changes.