Platform Support - Analyst
iCapital · Salt Lake City, Utah, United States
Posted about 3 months ago · $60,000 to $70,000
or apply directly on iCapital's site. We never take the application ourselves.
Is this posting real?
- This role has been open
- 80 days iCapital's roles stay open a median of 80 days
- Reposted
- No
- Salary listed
- Yes 76% of iCapital's roles list one
- Ghost-job risk at iCapital
- high 211 stale, 5 reposted of 213 open
- Hiring momentum
- 272 roles opened in the last 90 days ↑ up vs. the prior 90 days
- Last confirmed on the employer's board
- 2026-10-22
Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.
About this role
The Analyst in the Platform Support team at iCapital focuses on providing exceptional client service for Structured Investments and Annuities. Daily tasks include managing client inquiries, coordinating with internal teams, researching account questions, and helping clients navigate the company's offerings. The role requires strong communication skills and a commitment to professionalism while working in a fast-paced environment.
- benefits
- 4/5
- freshness
- 1/5
- career value
- 4/5
- role clarity
- 5/5
- pay transparency
- 5/5
Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.
What you need
- Bachelor's degree in business administration, finance, economics, communications, or a related field
- 1-3 years of experience in client service, financial services, investment operations, relationship support, or a related field
- Strong client-service orientation with a demonstrated commitment to responsiveness, accuracy, professionalism, and follow-through
- Excellent written and verbal communication skills
- Strong problem-solving and research skills
- Able to work effectively in a fast-paced, dynamic environment
Nice to have
- Experience supporting financial advisors, broker-dealers, registered investment advisers, or individual investors
- Demonstrated interest in learning investment products, industry terminology, service processes, and regulatory considerations
- Knowledge of Structured Investments, Annuities, alternative investments, wealth management, or financial technology
What you get
- Base salary range of $60,000 to $70,000
- Hourly pay classified as non-exempt with eligibility for overtime pay
- Compensation package includes equity for all full-time employees and an annual performance bonus
- Comprehensive benefits package including employer-matched retirement plan
- Generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling
- Parental leave and paid time off (PTO)
Worth weighing
- No specific mention of career advancement opportunities
- Role involves managing client inquiries which may lead to high-pressure situations
- Experience with CRM systems and financial platforms is required, which may not suit all candidates
Summarised from iCapital's posting. Read the full original.
Listed by iCapital on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.
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