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Investor Reporting - Analyst / Associate
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- 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 has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below).
- iCapital is looking for an Analyst or Associate to join the Investor Reporting team.
- This role will be responsible for the preparation and distribution of investor communications, with an emphasis on client reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients.
- Work on a team of investment professionals who are responsible for the preparation and review of quarterly client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management:Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates.
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