Sales Enablement & Data Specialist, Structured Investments - Associate / Assistant Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2025.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Associate or Assistant Vice President Data and Reporting specialist on the Business Solutions team. This role will support both the Alternatives Distribution team and Structured Investment Distribution team with data and reporting to help drive sales. This Individual will work closely with the Structured Investment Sales team and Sales Management team to provide business insights and track key metrics. The role will call for expertise in managing large data sets and data manipulation as well as experience with Excel, Salesforce and CRM data.

Responsibilities

• Produce and maintain sales reports & dashboards in Salesforce and in Excel for Sales team and Management.
• Actively maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives.
• Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights, to support sales opportunities and goals.
• Work closely with Structured Investments Sales team and Sales Management team.

Qualifications

• 2-10 years of relevant work experience
• Strong Excel skills, with experience using large data sets
• In-depth knowledge of Salesforce and prior experience
• Able to pay close attention to detail and multi-task under tight deadlines
• Able to maintain a high level of productivity and manage multiple competing priorities
• Prior Tableau experience and Structured Investments / Private Equity background, is a plus

Benefits

The base salary range for this role is $90,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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.