Jobs at iCapital
96,030 open positions
Recruiting Coordinator - Contractor
Company: iCapital
Location: Other US Location
Posted Mar 12, 2024
<p><b><strong>About the Role<strong><b> <p><p>iCapital is looking to hire a Recruiting Coordinator contractor to provide highlevel administrative support to our Global Talent Acquisition team This role will provide support throughout the recruiting and onboarding processes The ideal candidate will be an integral member of the Talent Acquisition team serving as a primary point of contact for candidates and helping us deliver an exceptional experience to candidates and hiring managers<p> <p><b><strong>Responsibilities<strong><b> <p><ul><li>Support the Talent Acquisition team with scheduling interview coordination and conference room booking<li> <li>Promote a friendly and positive candidate experience throughout the interview process <ul><li>Ensure inperson and virtual meetings and interviews begin and end on time as well as handle questions about interviews from candidates and team members<li> <li>Provide an itinerary to candidates ahead of interviews<li> <li>Coordinate Zoom interviews with candidates talent acquisition partners and hiring teams<li> <li>Correspond with candidates throughout the process<li> <ul><li> <li>Communicate with internal hiring team during the interview process by email phone and in person<li> <li>Assist with updating candidate information in Greenhouse our Applicant Tracking System ATS<li> <li>Follow up with interviewers and candidates postinterview and compile feedback<li> <li>Assist with conducting reference checks and initiate background checks as needed<li> <li>Partner closely with Human Resources and IT to ensure a successful onboarding process<li> <li>Assist with ad hoc Talent Acquisition projects and related reporting<li> <li>Work with recruiters and hiring managers to ensure job descriptions are clear complete and proofread prior to posting<li> <ul><p><b><strong>Qualifications<strong><b> <p><ul><li>Interest in developing a career in RecruitingTalent Acquisition<li> <li>Able to multitask and prioritize while taking a proactive approach and maintaining a strong attentional to detail<li> <li>Strong interpersonal skills and able to develop relationships with employees at different levels work with various departments and foster teamwork<li> <li>Able to demonstrate a high level of confidentiality<li> <li>Experience using Microsoft Outlook and working knowledge of Microsoft Word and Excel preferred<li> <ul><p><b><strong>Benefits<strong><b> <p><p>This role will be based in our Greenwich CT office and pay $22 to $25 per hour<p> <p><span>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 <span><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>
Project Manager (Integrated Offerings) - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 14, 2024
<p><span datacontrast=auto>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 $176 billion in global client assets invested in 1433 funds as of December 2023<span><span dataccpprops=> <span><p> <p><span datacontrast=auto><span dataccpchar= dataccpcharstyledefn= objectid= paragraph= font=>iCapital has been named to the Forbes Fintech 50 for <span><span dataccpchar=>six<span><span dataccpchar=> consecutive years 2018<span><span dataccpchar=><span><span dataccpchar=>202<span><span dataccpchar=>3<span><span dataccpchar=> a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a t<span><span dataccpchar=>hree<span><span dataccpchar=>time winner of MMIBarrons Solutions Provider award See link below <span><span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><span dataccpprops=> <span><span dataccpprops=> <span><p> <p><strong>About the Role<strong> <p> <p>iCapital is looking to hire a Project Manager to bring our annuities platform to the next level and lead the planning execution and delivery of complex technical projects This role will work closely with our product managers and technology leads to facilitate our technology development by coordinating with internal teams including Sales UX amp Design Engineering Legal and Compliance The ideal candidate will be able to facilitate collaboration effective delivery and ensure the team meets business objectives in a timely manner <p> <p><strong>About the Role<strong> <p> <p>iCapital is looking to hire a Project Manager to bring our integrated offerings to the next level helping to integrate all of our platform assets into a single cohesive ecosystem This role will work closely with our product managers and technology leads to facilitate our technology development by coordinating with internal teams including Sales UX amp Design Engineering Legal and Compliance The ideal candidate will be able to facilitate collaboration effective delivery and ensure the team meets business objectives in a timely manner <p> <p><strong>Responsibilities<strong> <p> <ul><li>Partner with product managers to document user stories tasks and acceptance criteria in JIRA ensuring requirements are communicated in a clear and detailed manner and priorities are clearly communicated <li> <li>Work alongside engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent <li> <li>Manage Mondaycom and JIRA including writing tickets managing sprint boards and maintaining a wellgroomed backlog <li> <li>Facilitate and guide groups through processes to help them make decisions and find solutions <li> <ul><p><strong>Qualifications<strong> <p> <ul><li> <ul><li>6+ years of experience in a similar role <li> <li>Project ManagementScrum Master experience such as Scrum Master certification SAFe Certified Scrum Professional CSM or CSP <li> <li>Previous experience in financial services or at a financial technology company preferably working with riskmanaged and alternative investment solutions <li> <li>Strong interpersonal skills the ability to establish solid relationships and promote team cohesion <li> <li>Excellent verbal and written communication skills <li> <li>Exceptional organizational skills and attention to detail <li> <li>Analytical convergent thinker passionate about taking on new challenges <li> <li>Able to work both collaboratively and independently in a crossfunctional environment <li> <li>Experience navigating complex software development projects <li> <li>Expert knowledge of Atlassian tools JIRA JIRA Query Language and plugins like Structure and BigPicture along with collaboration tools MS Office Confluence mondaycom <li> <ul><li> <ul><p><br ><p><p><strong>Benefits<strong> <p> <p>The base salary range for this role is $120000 to $140000 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 and prioritize officefirst four days a week Most employees have the option to work remotely one day a week while 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><br ><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> <p><br ><p>
Private Capital Fund Finance - Associate / Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 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 $1708 billion in global client assets invested in 1392 funds as of October 2023<p> <p>iCapital has been named to the Forbes Fintech 50 for six consecutive years 2018 2023 a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a twotime winner of MMIBarrons Solutions Provider award See link below <p> <p><b><strong>About the Role<strong><b> <p><p>iCapital is looking for an Associate or Assistant Vice President to join its Fund Finance Private Equity team to focus on Private Capital Fund Accounting and Administration duties This individual will work closely with other team members vendors management and clients on a variety of accounting and reporting processes This role will report to the Vice President Fund Finance Private Equity<p> <p><b><strong>Responsibilities<strong><b> <p><ul><li>Work with thirdparty administrators to ensure all quarterly valuations are completed in a timely manner general ledger entries are accurate and investments are valued in accordance with fair value market principles<li> <li>Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary<li> <li>Review investor allocations to confirm profits losses and fees are calculated in accordance with the partnership operating agreements Approve investor capital account statements on a quarterly basis<li> <li>Review and approve quarterly management fee and platform calculations<li> <li>Determine review of thirdparty administrators preparation and coordination of investor capital calls and distributions in coordination with the thirdparty administrator including investor allocation calculations and call and distribution notices<li> <li>Reconcile accounting data between iCapital and thirdparty administrators using automated tools and applications Coordinate with internal andor external parties to resolve discrepancies <li> <li>Liaise with underlying fund managers when required<li> <li>Facilitate and work with iCapital Technology and Product teams to improve the overall end users experience<li> <li>Work with iCapitals implementation teams with regards to new business and fund launches<li> <li>Provide support and oversight for both backbook and frontbook iCapital clients<li> <li>Monitor funds compliance with the partnership operating agreement terms<li> <li>Review of the preparation of annual fund financial statements in accordance with US GAAP<li> <li>Oversee and coordinate the funds annual audit process including managing relationships with external auditors<li> <ul><p><b><strong>Qualifications<strong><b> <p><ul><li>Bachelors degree in accounting or finance<li> <li>3 8+ years of financial services or Asset Management accounting and operations experience<li> <li>Alternative Investments Fund Administration and Operations is a plus<li> <li>Advanced degree andor credentials or progress towards MBA CPA CFA or CAIA Designation is a plus<li> <li>Passion for the application of innovative technology<li> <li>Proven ability to multitask and work both independently and as a team player in a fastpaced demanding environment<li> <li>Strong verbal written and interpersonal communication skills<li> <li>Willingness to learn new topics and work in an evolving business environment<li> <li>Organized and detail oriented with big picture capability<li> <ul><p><b><strong>Benefits<strong><b> <p><p>The base salary range for these roles is $85000 to $140000 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>
Project Manager (Platform Investment Products) - Associate/Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 14, 2024
<p><span datacontrast=auto>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 $176 billion in global client assets invested in 1433 funds as of December 2023<span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><span datacontrast=auto><span dataccpchar= dataccpcharstyledefn= objectid= paragraph= font=>iCapital has been named to the Forbes Fintech 50 for <span><span dataccpchar=>six<span><span dataccpchar=> consecutive years 2018<span><span dataccpchar=><span><span dataccpchar=>202<span><span dataccpchar=>3<span><span dataccpchar=> a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a t<span><span dataccpchar=>hree<span><span dataccpchar=>time winner of MMIBarrons Solutions Provider award See link below <span><span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><span dataccpprops=> <span><span dataccpprops=> <span><p> <p><strong>About the Role<strong> <p> <p>iCapital is looking to hire a Project Manager to bring our annuities platform to the next level and lead the planning execution and delivery of complex technical projects This role will work closely with our product managers and technology leads to facilitate our technology development by coordinating with internal teams including Sales UX amp Design Engineering Legal and Compliance The ideal candidate will be able to facilitate collaboration effective delivery and ensure the team meets business objectives in a timely manner <p> <p><strong>Responsibilities<strong> <p> <ul><li>Partner with product managers to document user stories tasks and acceptance criteria in JIRA ensuring requirements are communicated in a clear and detailed manner and priorities are clearly communicated <li> <li>Develop and maintain detailed project documentation including designs project plans and status reports<li> <li>Work alongside engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent <li> <li>Manage Mondaycom and JIRA including writing tickets managing sprint boards and maintaining a wellgroomed backlog <li> <li>Facilitate and guide groups through processes to help them make decisions and find solutions <li> <ul><p><strong>Qualifications<strong> <p> <ul><li>6+ years of experience in a similar role <li> <li>Project ManagementScrum Master experience such as Scrum Master certification SAFe Certified Scrum Professional CSM or CSP <li> <li>Previous experience in financial services or at a financial technology company preferably working with riskmanaged and alternative investment solutions <li> <li>Strong interpersonal skills the ability to establish solid relationships and promote team cohesion <li> <li>Excellent verbal and written communication skills adept at engaging with both technical teams and business stakeholders to ensure clear understanding and expectations <li> <li>Exceptional organizational skills and attention to detail <li> <li>Analytical convergent thinker passionate about taking on new challenges <li> <li>Able to work both collaboratively and independently in a crossfunctional environment <li> <li>Experience navigating complex software development projects <li> <li>Expert knowledge of Atlassian tools JIRA JIRA Query Language and plugins like Structure and BigPicture along with collaboration tools MS Office Confluence mondaycom<li> <li>Exhibits adaptability and flexibility able to thrive in a dynamic fastpaced entrepreneurial environment<li> <ul><p><br ><p><p><strong>Benefits<strong> <p> <p>The base salary range for this role is $120000 to $140000 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 and prioritize officefirst four days a week Most employees have the option to work remotely one day a week while 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><br ><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> <p><br ><p>
Platform Manager - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 09, 2024
<p>iCapital is looking to hire a Platform Manager Assistant Vice President to join the iCapital Technology Solutions team which is responsible for commercializing key elements of our operating system This role will be focused on the development of new solutions The selected candidate will spend the bulk of their time working on defining client needs competitive positioning feature prioritization sales strategy collateral material development training pricing and financial modeling None of those activities will be conducted in isolation but instead in close collaboration with other parts of our organization<p> <p><strong>Responsibilities<strong><p> <ul><li>Research client needs by working closely with our business development and relationship management teams source input and insights from prospects and clients on the new solutions or upgrades to existing ones<li> <li>Research competitive offerings to identify other providers of solutions like ours analyze how they are positioned determine how they are priced compare their features to ours<li> <li>Develop client pitch books and work closely with our Business Development Relationship Management and Marketing teams to structure effective sales collateral<li> <li>Support the design and development of marketing strategies and materials<li> <li>Identify and source data sets to inform decision making<li> <li>Organize and manage workstreams across the company<li> <li>Support the design and implementation of support models<li> <li>Support individual sales pursuits<li> <ul><p><strong>Qualifications<strong><p> <ul><li>Bachelors Degree<li> <li>5+ years experience in technologybased product development<li> <li>Experience in the alternatives industry is a plus<li> <li>Strong leadership skills with the ability to effectively communicate across all levels of the organization<li> <li>Exceptional facilitation and project management skills<li> <li>Effective team player and a willingness to work on individual assignments<li> <li>Desire to work in a fastmoving entrepreneurial environment<li> <ul><p><strong>Benefits<strong><p> <p>The base salary range for this role is $115000 to $135000 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>
Product Manager, Integrated Offerings - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 11, 2024
<p><strong><span datacontrast=auto>Product Manager Assistant Vice President <span><strong><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Department Integrated Offerings<span><strong><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Location<span><strong><span datacontrast=auto> <span><span dataccpprops=> New York<span><p> <p><span dataccpprops=> <span><p> <p><span datacontrast=auto>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 $176 billion in global client assets invested in 1433 funds as of December 2023<span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><p> <p><span datacontrast=auto><span dataccpchar= dataccpcharstyledefn= objectid= paragraph= font=>iCapital has been named to the Forbes Fintech 50 for <span><span dataccpchar=>six<span><span dataccpchar=> consecutive years 2018<span><span dataccpchar=><span><span dataccpchar=>202<span><span dataccpchar=>3<span><span dataccpchar=> a threetime selection by Forbes to its list of Best Startup Employers 20212023 and a t<span><span dataccpchar=>hree<span><span dataccpchar=>time winner of MMIBarrons Solutions Provider award See link below <span><span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>About the Role<span><strong><span dataccpprops=> <span><p> <p><span datacontrast=auto>iCapital is seeking a highly motivated Product Manager to join the Integrated Offerings team This role will be working in a teamoriented environment with smart and hardworking individuals in a resultsoriented culture This individual will have the opportunity to solve fun and complex industrywide problems spanning a variety of alternative investment products<span><span dataccpprops=> <span><p> <p><span datacontrast=auto>The Integrated Offerings team is responsible for delivering a complete multiasset class experience on the iCapital platform This position will be responsible for all aspects of product building ranging from discovery to roll out We live and breathe agile and deploy fast to learn and iterate quickly We love to work hard and have fun so the ideal candidate will embrace a collaborative and multidisciplinary team in a fastpaced and entrepreneurial environment<span><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Responsibilities<span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Symbol datalistid=7 datalistdefnprops= dataariaposinset=1 dataarialevel=1><span datacontrast=auto>Become a subjectmatter expert for the roles specific product area<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=7 datalistdefnprops= dataariaposinset=2 dataarialevel=1><span datacontrast=auto>Engage with end users clients and internal stakeholders to identify opportunities to evolve the platform<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=7 datalistdefnprops= dataariaposinset=3 dataarialevel=1><span datacontrast=auto>Develop and maintain a roadmap that is consistent with company strategy and product priorities<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=7 datalistdefnprops= dataariaposinset=4 dataarialevel=1><span datacontrast=auto>Work closely with UX Engineering and other internal partners throughout the full product development lifecycle from concept through testing and roll out<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=7 datalistdefnprops= dataariaposinset=5 dataarialevel=1><span datacontrast=auto>Monitor the success of your product area and work continuously to improve against target metrics<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=7 datalistdefnprops= dataariaposinset=6 dataarialevel=1><span datacontrast=auto>Serve as the evangelist for your product area through meetings and presentations with internal and external stakeholders<span><span dataccpprops=> <span><li> <ul><p><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Qualifications<span><strong><span dataccpprops=> <span><p> <ul><li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=1 dataarialevel=1><span datacontrast=auto>5+ years of experience in product management in a fastpaced agile environment<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=2 dataarialevel=1><span datacontrast=auto>Demonstrated experience fully owning a product or product area<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=3 dataarialevel=1><span datacontrast=auto>Able to lead through influence and effectively partner with colleagues teams and clients<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=4 dataarialevel=1><span datacontrast=auto>Great communicator that is comfortable engaging with senior leadership<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=5 dataarialevel=1><span datacontrast=auto>Natural problem solver and driven to push initiatives to completion<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=6 dataarialevel=1><span datacontrast=auto>Critical thinker and comfortable with the unknown<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=7 dataarialevel=1><span datacontrast=auto>Strong understanding of how technology platforms are built and how to approach the introduction of new features and functionality<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=8 dataarialevel=1><span datacontrast=auto>Willingness to dig deep analyze and know the ins and outs of how things work<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=9 dataarialevel=1><span datacontrast=auto>Proficient in SQL and able to generate insights through data<span><span dataccpprops=> <span><li> <li dataleveltext= datafont=Symbol datalistid=13 datalistdefnprops= dataariaposinset=10 dataarialevel=1><span datacontrast=auto>Financial technology background strongly preferred<span><span dataccpprops=> <span><li> <ul><p><span dataccpprops=> <span><span dataccpprops=> <span><p> <p><strong><span datacontrast=auto>Benefits<span><strong><span dataccpprops=> <span><p> <p><span datacontrast=auto>The base salary range for this role is $120000 to $150000 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<span><span dataccpprops=> <span><p> <p><span datacontrast=auto><span dataccpchar=>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 <span><span dataccpchar=>different needs<span><span dataccpchar=> and some positions will be <span><span dataccpchar=>designated<span><span dataccpchar=> inoffice jobs based on their function <span><span><span dataccpprops=> <span><p> <p><span datacontrast=auto>For additional information on iCapital please visit <span><span datacontrast=none><span dataccpchar=>httpswwwicapitalnetworkcomaboutus<span><span><span datacontrast=auto> Twitter icapitalnetwork | LinkedIn <span><span datacontrast=none><span dataccpchar=>httpswwwlinkedincomcompanyicapitalnetworkinc<span><span><span datacontrast=auto> | Awards Disclaimer <span><span datacontrast=none><span dataccpchar=>httpswwwicapitalnetworkcomaboutusrecognition<span><span><span dataccpprops=> <span><p> <p><span dataccpprops=> <span><p> <p><span datacontrast=none>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<span><span dataccpprops=> <span><p> <p><br ><p>
Private Markets, Due Diligence - Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 23, 2023
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. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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). iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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. Source new managers, perform initial screening, and identify managers for further consideration. Qualifications 10+ years of total experience in financial services; with 5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds Prior experience focusing on fund manager evaluations Demonstrated qualitative and quantitative analytical skills Strong written communication skills and able to present in front of senior professionals in the industry Able to work independently Benefits The base salary range for this role is $165,000 to $190,000. 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. Present investment merits of current products in the market as well as current trends in the private capital investing to clients.
National Accounts, Alternative Investments Distribution – Vice President
Company: iCapital
Location: Other US Location
Posted Mar 12, 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 $176 billion in global client assets invested in 1433 funds as of December 2023<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 to join the Alternatives Distribution team This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapitals alternative investment product placement and management along with focused distribution efforts across strategically important RIA or independent broker dealer relationships This will include carrying out the National Accounts strategy developing and monitoring success of client business plans Will be working across home offices field sales force valueadd programs all while implementing topdown sales initiatives in collaboration with internal iCapital partners<p> <p>The ideal candidate has a strong background in investment products and is able to work with clients on alternative investment product placements firm level marketing initiatives and service level requests to drive sales This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our fieldbased regional sales teams <p> <p><b><strong>Responsibilities<strong><b> <p><ul><li>Lead research engagement for new and existing mandates to deliver industry leading due diligence experience to iCapital white label research teams<li> <li>Cultivate strong and trustbased relationships with Research teams at all levels leadership analysts and operational due diligence<li> <li>Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views pipeline strategy placement and industry trends<li> <li>Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified bestinclass client and advisor experience <li> <li>Own product and platform rollouts coordinating across internal partners general partners key clients and iCapital regional sales team members to maximize sales opportunity <li> <li>Create and maintain active SWOT documentation for each key client and establish routines to support each relationship<li> <li>Develop key client collateral independent of or in partnership with iCapitals Marketing team to support our fieldbased sales efforts <li> <li>Document all client focused activities via CRM Salesforce <li> <li>Build and strengthen relationships through contact frequency including comprehensive facetoface phone and electronic contact with key decisionmakers and points of influence at firms to increase our influence at various firm levels<li> <li>Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention<li> <li>Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms<li> <ul><p><b><strong>Qualifications<strong><strong> <strong><b> <p><ul><li>10 + years of experience placing complex products with RIAs and Independent firms <li> <li>Undergraduate Degree required<li> <li>Working knowledge of RIA independent firm ecosystems from a sales custodial product and research perspective Intermediate knowledge of alternative investment products asset classes<li> <li>Able to influence and persuade others bridge differences and build consensus towards a common goal or objective is critical<li> <li>Leadership and communication skills are crucial Must be able to work collaboratively with key internal relationships and external partners<li> <li>Marketing and analytical skills required to implement research coverage and topdown strategic plan to execute overall business plan<li> <li>Strong sales skills with history in a consultative sales process<li> <li>Able to multitask and maintain a positive attitude and highperformance level with demanding and time sensitive initiatives <li> <li>Excellent verbal and written communication and strong presentation abilities<li> <li>Series 7 and 63 licenses are required<li> <li>Ability to travel required possibly up to 50of the time for key client support and business development activities<li> <ul><p><b><strong>Benefits<strong><b> <p><p>The base salary range for this role is $150000 to $200000 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>
Relationship Manager, Wealth Managers - Associate
Company: iCapital
Location: New York City, NY
Posted Dec 22, 2023
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 Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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). iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Collaborate with internal teams and representatives across the company to drive tactical and strategic initiatives regarding account growth strategy, product platform enhancements, platform integrations, third party partners, fund launches, marketing, and more. 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. Work alongside the Client Solutions team to develop meaningful measurements of success. Qualifications 3+ years of experience in a business development, relationship management, customer support, or investor relations capacity Knowledge and familiarity of alternatives or specifically private equity preferred Direct experience working for or with asset management firms is highly preferred Excellent organizational skills and attention to detail Strong interpersonal and relationship management skills Able to meet deadlines and work effectively under pressure Experience with SAAS offerings and wealth tech platforms preferred Excellent verbal and written communication skills Passion for client service and exceeding client expectations Willingness to grow within the role over time Benefits The base salary range for this role is $75,000 to $95,000. We offer most employees the flexibility to work in the office three or four days. We believe the best ideas and innovation happen when we are together.
Product Manager, Automated Workflow Management - Associate / Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 10, 2024
iCapital, a leading financial technology company, is seeking a Product Manager to join its Automated Workflow Management team. The role involves working in a fast-paced, agile environment, collaborating with cross-functional teams, and utilizing the latest technologies to improve business processes. The ideal candidate should have 3-8 years of product management experience, strong technical background, and a customer-centric focus. The company offers a competitive compensation package and a flexible work environment.
Product Manager, CoreOps - Assistant Vice President / Vice President
Company: iCapital
Location: New York City, NY
Posted Mar 10, 2024
iCapital, a leading financial technology company, is seeking a Senior Product Manager for its Automated Workflow Management team. The role involves leading engagement with end users and clients to deliver solutions, developing strategic road maps, and working directly with executive management. The ideal candidate should have 10-15+ years of experience in product management, a financial technology background, and strong technical skills. The company offers a competitive compensation package and a flexible work environment.
Investor Reporting - Associate
Company: iCapital
Location: Other US Location
Posted Mar 10, 2024
iCapital, a leading financial technology platform, is seeking an Associate for its Reporting team. The role involves preparing and distributing investor communications, focusing on client reports for private equity and hedge funds. The Associate will work closely with industry professionals, prepare quantitative performance reports, and coordinate internal compliance reviews. The ideal candidate should have 2-5 years of experience in the hedge fund, private equity, or real estate industry, with strong report writing, business writing, and Excel skills. The base salary range is $85,000 to $115,000, with a comprehensive benefits package including equity, retirement plan, healthcare, parental leave, and unlimited PTO. iCapital is an Equal Employment Opportunity employer.