Jobs at iCapital
96,030 open positions
Southeast, Regional Director - Senior Vice President / Managing Director
Company: iCapital
Location: Remote
Posted Apr 25, 2024
iCapital, a leading financial technology platform, is seeking a Regional Senior Vice President or Managing Director level sales leader for its Southeast market. The role involves coaching and overseeing a team of sales professionals, evolving the client coverage model, and developing sales proficiency with a diverse platform of investment offerings. The ideal candidate should have 15+ years of experience in the alternative investment industry, Series 7 and 63 licenses, and a CAIA certification within 2-3 years of hire. The base salary range is $175,000 to $225,000, with a comprehensive benefits package including equity, retirement plan, healthcare, parental leave, and unlimited PTO.
Middle Office Operations - Associate
Company: iCapital
Location: New York City, NY
Posted May 05, 2024
<p>iCapital is powering the worlds 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 highnetworth clients iCapital services approximately $180 billion in global client assets invested in 1441 funds as of February 2024<p> <p>iCapital has been named to the Forbes Fintech 50 for seven consecutive years 20182023 a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a threetime winner of MMIBarrons Solutions Provider award See link below <p> <p><b><strong>About the Role<strong><b> <p><p>iCapital is looking to hire a Middle Office Associate to join our Client Operations and Support team This role will report into the Middle Office team lead and will largely be involved with new fund launch operations and subsequent fund investment closes The role will involve frequent proactive communication and coordination with fund managers and their external counsel to ensure successful closing into underlying funds for our feeder fund commitments The ideal candidate will be responsible for assisting with middle office functions which entails meeting multiple deadlines and monitoring fluid deliverable timelines as well as actively engaging and collaborating with internal and external parties<p> <p><b><strong> <strong><strong>Responsibilities<strong><b> <p><ul><li>Participate in the new fund pipeline meetings to monitor upcoming funds to ensure investments are executed to the underlying funds<li> <li>Prepare investment trade documents to close into underlying funds for private equity and hedge funds Assist in the KYCAML process to onboard iCapital funds with managers<li> <li>Partner with Fund Origination Legal Finance Investor Relations and external fund administrators to close into underlying funds and monitor and coordinate deliverable deadlines for fund investments<li> <li>Entails frequent communication and coordination with underlying fund managers and their external counsel<li> <li>Provide setup for international product distribution ISIN APIR and LEI<li> <li>Help with teamwide tech initiatives including but not limited to housing fund investment data on Fund Master platform Build out investment data infrastructure on proprietary platform involvement in the workflow tool to streamline team processes<li> <li>Assist senior team members in improving processes through enhanced documentation workflows andor automation to improve the scale of capabilities Team members are expected to be active contributors to new ideas and solutions<li> <li>Assist with any other middle office operations functions and projects as required<li> <ul><p><b><strong>Qualifications<strong><b> <p><ul><li>28 years of accounting finance andor operations experience in alternatives is preferred<li> <li>Superior organizational skills and attention to detail is required Able to handle multiple projects and deadlines is critical<li> <li>Excellent verbal and written communication skills<li> <li>Selfmotivation and strong work ethic needed<li> <li>Excel proficiency required<li> <li>Possess the desire and ability to learn quickly in a fastpaced work environment<li> <ul><p><b><strong>Benefits<strong><b> <p><p>The base salary range for this role is $85000 to $110000 iCapital offers a compensation package which includes salary equity for all fulltime 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<p> <p>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 inoffice jobs based on their function <p> <p>For additional information on iCapital please visit httpswwwicapitalnetworkcomaboutus Twitter icapitalnetwork | LinkedIn httpswwwlinkedincomcompanyicapitalnetworkinc | Awards Disclaimer httpswwwicapitalnetworkcomaboutusrecognition<p> <p>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<p>
Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Apr 29, 2024
iCapital, a leading financial technology platform, is seeking a Treasury Oversight Assistant Vice President. The role involves supervising private fund banking operations, selecting banking partners, and maintaining banking information. The ideal candidate should have a degree in business, finance, or accounting, with 3+ years of experience in treasury operations or fund administration. Excellent English and Portuguese communication skills, multitasking abilities, and proficiency in Microsoft Office Suite are required. The base salary range is $102,000 to $150,000, with a comprehensive benefits package including equity, retirement plan, healthcare, and unlimited PTO.
Private Credit Portfolio Manager, Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Apr 25, 2024
iCapital, a leading financial technology platform, is seeking a Senior Vice President for its Portfolio Management team. The role involves managing a portfolio of senior secured private credit loans, performing credit research, overseeing financial underwriting models, and presenting investment committee memos. The ideal candidate should have 10+ years of experience in private credit, strong analytical skills, and excellent communication abilities. The base salary range is $260,000 to $300,000, with a comprehensive benefits package including equity, retirement plan, healthcare, parental leave, and unlimited PTO. iCapital has been recognized by Forbes Fintech 50, Best Startup Employers, and MMI/Barron’s Solutions Provider awards.
Business Management Support Analyst
Company: iCapital
Location: New York City, NY
Posted Apr 24, 2024
iCapital, a leading financial technology company, is seeking a Business Management Support Analyst or Associate to join its Technology Program Management team. The role involves managing various projects, programs, and processes, and partnering with multiple teams across the company. The ideal candidate should have 3-5 years of experience in a technology company, strong communication skills, and proficiency in Microsoft Office. The company offers a competitive salary, equity, and a comprehensive benefits package. iCapital has been recognized as a top fintech company and a great place to work.
Northeast, Regional Director - Vice President
Company: iCapital
Location: Remote
Posted Apr 13, 2024
<p>iCapital is powering the worlds 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 highnetworth clients iCapital services approximately $180 billion in global client assets invested in 1441 funds as of February 2024<p> <p>iCapital has been named to the Forbes Fintech 50 for seven consecutive years 20182023 a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a threetime winner of MMIBarrons Solutions Provider award See link below <p> <p><b><strong>About the Role<strong><b> <p><p>iCapital is looking to hire a Vice President sales leader for our Northeast market The Northeast team is responsible for covering ME VT NH MA CT RI NY PA WV This Individual will be part of iCapitals Alternatives Distribution team and will report into the Northeast Regional Alternative Investment sales leader The role will call for geographic focus on the western portion of the territory with preference towards candidates located in Philadelphia Pittsburgh Buffalo or Rochester The Alternatives Distribution team is responsible for alternative investment product sales and financial advisor education across registered investment advisors regional and independent broker dealers and bank trust clientele<p> <p><b><strong>Responsibilities<strong><b> <p><ul><li>Evolve the client coverage model in partnership with the regional team eg company segmentation geographic coverage exiting investor base <li> <li>Leverage a consultative sales process to acquire new relationships expand existing client relationships and service platform assets under management <li> <li>Develop sales proficiency with the 60+ offering menu of private credit private equity real estate and hedge funds<li> <li>Work with internal iCapital stakeholders and general partners to educate advisors and grow overall adoption <li> <li>Travel in the market regularly to meet with advisors clients and centers of influence in support of sales goals <li> <ul><p><b><strong>Qualifications<strong><b> <p><ul><li>10+ years of experience working within the alternative investment industry in a client facing capacity eg external wholesaler capital raising specialist client portfolio manager product specialist<li> <li>Bachelors degree Progress towards or completion of the CFACAIA designation or an MBA is preferred<li> <li>Experience working with registered investment advisors or independent broker dealers in a sales or product specialist capacity<li> <li>Demonstrated success with selling and supporting a diverse platform of alternative investment strategies across hedge funds private equity private credit and real estate<li> <li>Comfortable taking initiative working in a heavily formulaic compensation model <li> <li>Series 7 and 63 licenses are required or must obtain within 60 days of hire<li> <li>Willingness to obtain CAIA within 23 years of hire<li> <ul><p><b><strong>Benefits<strong><b> <p><p>The base salary range for this role is $125000 to $175000 iCapital offers a compensation package which includes salary equity for all fulltime 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<p> <p>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 inoffice jobs based on their function <p> <p>For additional information on iCapital please visit httpswwwicapitalnetworkcomaboutus Twitter icapitalnetwork | LinkedIn httpswwwlinkedincomcompanyicapitalnetworkinc | Awards Disclaimer httpswwwicapitalnetworkcomaboutusrecognition<p> <p>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<p>
Developer, Automation Team, RPA - Associate
Company: iCapital
Location: New York City, NY
Posted Apr 12, 2024
iCapital, a leading financial technology company, is seeking an Analyst or Associate Developer to join its Corporate Technology team. The RPA team will partner with various departments to define and prioritize automation projects. The role involves identifying business requirements, building a priority roadmap for automation processes, and contributing to the design and testing of RPA processes. The ideal candidate should have 1+ years of experience in business analysis and project management, with a strong understanding of APIs, HTML, and system integrations. iCapital offers a competitive compensation package, including salary, equity, and a comprehensive benefits package.
Platform Implementation Specialist - Vice President / Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Apr 28, 2024
iCapital, a leading financial technology platform, is seeking an experienced Vice President or Senior Vice President to join their Implementation Specialists team. The role involves managing platform integrations for new and existing clients, providing program and project management expertise, and collaborating with various teams to deliver for clients. The ideal candidate should have 10+ years of experience in project management, client software implementations, and relationship management within financial services or fintech. Knowledge of wealth management, private bank business, and the alternative investments industry is required. The company offers a competitive compensation package and a flexible work environment.
US Asset Management Channel, Business Development - Managing Director
Company: iCapital
Location: New York City, NY
Posted May 06, 2024
<p>iCapital is powering the worlds 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 highnetworth clients iCapital services approximately $180 billion in global client assets invested in 1441 funds as of February 2024<p> <p>iCapital has been named to the Forbes Fintech 50 for seven consecutive years 20182023 a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a threetime winner of MMIBarrons Solutions Provider award See link below <p> <p><strong>About the Role<strong><p> <p>iCapital is seeking a highly motivated outgoing and experienced Business Development professional to join the Relationship Management team developing iCapitals enterprise presence in the US Asset Management Channel This team develops and manages relationships with iCapitals largest clients and prospects within the Asset Management and General Partner community This role is instrumental in growing our client base and expanding the companys presence This individual is expected to drive the acquisition of new clients while driving new business initiatives with existing clients This person is expected to analyze the market and develop strategies for new client acquisition create and deliver compelling presentations help negotiate contracts and prioritize opportunities with existing clients<p> <p><strong>Responsibilities<strong><p> <ul><li>Identify and drive new opportunities with prospects based on market analysis and execute using a consultative approach to client engagement<li> <li>Respond to inbound inquiries vet opportunities and respond appropriately<li> <li>Identify prioritize and drive new opportunities with our existing client base This responsibility involves close alignment and partnership with our Client Management team and other specialists within our organization<li> <li>Highlight iCapitals fund creation and technology capabilities in oneonone and group settings including industry conferences<li> <li>Provide detailed pipeline updates and reports to be shared with company management our Client Management teams and other interested internal stakeholdersProvide detailed pipeline updates and reports to be shared with company management our Client Management teams and other interested internal stakeholders<li> <li>Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness<li> <li>Lead platform and system demonstrations for new prospects lead responses to RFPs and work collaboratively with internal and external crossfunctional teams on client launches and strategic initiatives<li> <ul><p><strong>Qualifications<strong><p> <ul><li>15+ years of experience in a business developmentrelationship management capacity<li> <li>15+ years of experience working within financial services or the financial technology industry<li> <li>Comprehensive understanding and experience at the intersection of Private Asset Management and Wealth Management<li> <li>Command of the evolving private fund offering landscape including the expanding set of registered evergreen private asset funds across the different asset classes<li> <li>Able to deliver a complex and varied product set andor a technology product offering to Enterprise clients<li> <li>Strong experience and understanding of alternative investments<li> <li>Strong track record of building and maintaining client relationships with key decision makers<li> <li>Experience working in a dynamic and fastpaced entrepreneurial environment<li> <li>Demonstrated ability in organizing client coverage across product lines and client channels achieving depth of penetration and consolidated support models<li> <li>Excellent verbal and written communication skills<li> <li>Strategic mindset and able to work independently<li> <li>Demonstrated client service skills with key stakeholders and clients<li> <li>Series 7 and 63 licenses are preferred<li> <ul><p><br ><p><p><strong>Benefits<strong><p> <p>The base salary range for this role is $275000 to $315000 iCapital offers a compensation package which includes salary equity for all fulltime 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<p> <p>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 inoffice jobs based on their function <p> <p>For additional information on iCapital please visit httpswwwicapitalnetworkcomaboutus Twitter icapitalnetwork | LinkedIn httpswwwlinkedincomcompanyicapitalnetworkinc | Awards Disclaimer httpswwwicapitalnetworkcomaboutusrecognition<p> <p><em> <em>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<p> <p>swwwicapitalnetworkcomaboutusrecognition<p>
Data Analyst - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Apr 23, 2024
iCapital, a leading financial technology platform, is seeking a Data Analyst with extensive SQL experience and business data analysis skills. The role involves conducting full lifecycle analysis, developing analysis and reporting capabilities, and optimizing data efficiency. The ideal candidate should have 6+ years of experience, strong communication skills, and familiarity with OLAP and OLTP databases. The company offers a competitive salary, equity, and a comprehensive benefits package.
Investor Reporting - Analyst/Associate
Company: iCapital
Location: Miami, FL
Posted Apr 28, 2024
iCapital, a leading financial technology platform, is seeking an Analyst or Associate for its Investor Reporting team. The role involves preparing and distributing investor communications, focusing on private equity, real estate, secondary, and credit fund-of-funds. Responsibilities include reviewing and extracting information from reports, preparing quantitative performance data, coordinating compliance reviews, and maintaining communication with financial sponsors. The ideal candidate should have 1-5 years of relevant industry experience, strong report writing skills, and proficiency in Microsoft Office, particularly Excel. iCapital offers a competitive compensation package and a flexible work environment.
Fund Monitoring- Analyst
Company: iCapital
Location: Miami, FL
Posted Apr 28, 2024
iCapital, a leading financial technology platform, is seeking a Fund Monitoring Analyst. The role involves monitoring private market fund performance, preparing investment updates, and communicating with stakeholders. The ideal candidate should have a Bachelor's Degree, relevant experience, strong communication skills, and proficiency in Excel. iCapital offers a competitive compensation package and flexible work arrangements.