The Analyst role at iCapital focuses on sales support within the Structured Investments Distribution team. Responsibilities include making outbound calls for sales appointments, analyzing sales trends, learning financial products, and assisting senior sales professionals. The role requires strong communication skills and an understanding of the financial services industry.

The Associate will support the Structured Investments Distribution team by conducting outreach to clients, preparing for product discussions, analyzing sales trends, and assisting senior professionals. This role requires making over 100 calls daily and understanding financial products and markets.