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Trading and Operations - Analyst
Job
iCapital
Boca Raton, FL (In Person)
$70,000 Salary, Full-Time
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Job Description
Trading and Operations - Analyst iCapital - 3.3 Boca Raton, FL Job Details Full-time $65,000 - $75,000 a year 4 hours ago Benefits Unlimited paid time off Dental insurance Paid time off Parental leave Vision insurance Retirement plan Qualifications Series 7 Practicing in the securities industry Series 63 Full Job Description About the Role iCapital is looking for an Analyst to join the Structured Investments Distribution team to focus on operations and assist the Trading department. This role will support the Trading department within the Structured Investments Distribution team with order entry, security set up, resolving trade breaks, and month-end closeouts. This role will work closely with cross-functional team members, vendors, and clients. Responsibilities Work with trading partners to resolve trade breaks and DKs. Send offering documents to RBC to have securities set up internally. Assist with opening new accounts at RBC and in Bloomberg. Enter orders into iCapital Exchange. Assist with month-end calendar closeouts. Confirm orders with RIAs, broker dealers, and issuers to ensure order accuracy. Run trades in Bloomberg using TOMs. Monitor TRACE reports and work with trading partners to correct any trades that are unmatched. Qualifications Bachelor's degree in finance or economics Series 7 and 63 licenses or must obtain licenses within 4 months of hire date Operational or trading experience is preferred Strong organizational skills and solid attention to detail Strong verbal, written, and interpersonal communication skills Proficient with Microsoft Suite (i.e. PowerPoint and Excel) Able to escalate and communicate effectively Able to work independently and take initiative Benefits The base salary range for this role is $65,000 to $75,000. 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