iCapital

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 six 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).. Participate in investment and operational due diligence on private capital managers identified for inclusion on iCapital’s platform.. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.. 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).

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 $169 billion in global client assets invested in 1,362 funds, as of September 2023. iCapital has been named to the Forbes Fintech 50 for six 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). About The Role iCapital is looking for an Associate or Assistant Vice President to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and authoring thorough due diligence reports that are offered to our clients. This individual should have a strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities <ul><li>Help maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy.</li><li>Participate in investment and operational due diligence on private capital managers identified for inclusion on iCapital’s platform.</li><li>Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.</li><li>Source new managers, perform initial screening, and identify managers for further consideration.</li><li>Monitor and maintain coverage of select list of manager and funds providing regular updates on performance, exposures, and organizational changes.</li><li>Prepare marketing and education materials on various products and strategies for clients of the company.</li><li>Support all aspects of iCapital’s fund launch process by partnering with the Investment, Product Development, Sales, and Marketing teams.</li><li>Assist in developing a marketing plan for all new product launches, partner with the sales team to conduct demand assessment, and execute marketing plan by partnering with Research and Sales teams.</li><li>Assist with the planning and execution of roadshows and conferences. </li></ul>Qualifications <ul><li>4-7 years of total experience in financial services</li><li>Demonstrated qualitative and quantitative analytical skills</li><li>Strong written communication skills and able to present in front of senior professionals in the industry</li><li>Able to work independently </li></ul>Benefits The base salary range for this role is $115,000 to $160,000. 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. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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.

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