Jobs at iCapital
96,030 open positions
Investor Relations, Wealth Managers - Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 08, 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. Qualifications Bachelor’s Degree with 10+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments Excellent organizational skills and attention to detail Strong interpersonal, verbal, and written communication skills Able to meet deadlines and work effectively under pressure Proven ability to multi-task and work both independently and as a team player Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, and Excel) Prior experience in a client service or investor relations role in alternative investments Prior experience at a Wealth Management firm Comfort with or interest in technology Benefits The base salary range for this role is $140,000 to $180,000. Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction. Collaborate with other departments to improve the user experience and internal processes (e.g., The technology team to optimize user experience through enhancements to the company’s proprietary technology platform). Participate in or lead strategic projects. The team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital’s technology platform, and works closely with fund sponsors using iCapital’s platform for distribution.
Relationship Manager, Asset Mangers - Vice President / Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 22, 2023
iCapital is looking for a Relationship Manager to join the Enterprise Solutions team. The role involves developing and maintaining relationships with Asset Managers and General Partners, and will play a key role in the delivery and ongoing support of iCapital's technology solutions.
Private Capital Fund Finance - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 03, 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. 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). Every department has different needs, and some positions will be designated in-office jobs, based on their function. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Handle ad hoc requests. 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. Alternative Investments Fund Administration and Operations is a plus Advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment Strong verbal, written, and interpersonal communication skills High level of integrity Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $100,000 to $140,000. Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications. Liaise with underlying fund managers when required. Monitor fund’s compliance with the partnership operating agreement terms.
Deputy Tax Director - Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 17, 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. Financial, Tax, or Asset Management operational experience is preferred. Organized, initiative-taking, and detail-oriented with capability to see the big picture. 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). Every department has different needs, and some positions will be designated in-office jobs, based on their function. Direct the effort to re-engineer processes, enhance procedures and oversee policies, procedures, workflows, metrics, and controls. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Able to work effectively within the in-house tax group, with cross-border teams, multidisciplinary business lines and project teams. Lead the tax vendor management functions across vendor identification, budget, contracts, accruals, performance management and invoice payments. Participate in industry working groups and drive solutions with vendors, clients, and peers.
AI Specialist - Vice President/Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 09, 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. 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). Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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. Contribute to other aspects of iCapital Labs such as publishing our work (internal and external), facilitate user discussions, and otherwise contribute to the direction of the team. Responsibilities Keep abreast of industry changes, trends, and the general competitive landscape. Contribute to the overall company mission and culture. 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.
Structured Investments- Enterprise Solutions - Associate / Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 02, 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). Drive process improvement, in part by leveraging technology. 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. Aggregate, maintain, and analyze large data sets with excellent attention to detail. We offer most employees the flexibility to work in the office three or four days. Qualifications Bachelor’s degree 2+ years of relevant experience in a trading, business development, or relationship management in the financial market industry Strong analytical and problem-solving skills and a high level of attention to detail Strong written and verbal communication skills Able to successfully operate in a fast-paced environment Strategic mindset and ability to work independently Demonstrated client service skills with stakeholders and clients Excellent organizational skills Desire to work in a cross-functional and collaborative environment Proficient in Microsoft Suite (Word, Excel, PowerPoint) Series 7 and 63 certifications preferred; or otherwise attained within 90 days of hire Benefits The base salary range for this role is $85,000 to $125,000. We believe the best ideas and innovation happen when we are together.
Product Manager, Platform Investments - Associate
Company: iCapital
Location: New York City, NY
Posted Dec 09, 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. Qualifications 2+ years of experience in product management, preferably within fintech, wealth management, or related industries. 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). Every department has different needs, and some positions will be designated in-office jobs, based on their function. Develop and maintain comprehensive project communication plans, ensure transparency and alignment across teams such as sales, marketing, engineering, and other product lines. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Investigate bugs and, when appropriate, identify tactical solutions to production issues impacting users. Foster a culture of excellence and continuous learning within the team to maintain high standards of work, product quality, and communication. Communicate effectively with business stakeholders to gather requirements, provide updates, and align product vision and strategy. Embrace a fast-paced, agile development environment, deploying quickly to learn and iterate based on feedback.
Product Manager, iCapital Labs - Assistant Vice President/Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 09, 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. 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). Qualifications 5-10 years of professional experience across business analysis, engineering, or finance. Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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. Responsibilities Work with iCapital Lab strategists and software engineers to plan, design, and execute state-of-the art POCs. Contribute to other aspects of iCapital Labs such as publishing our work (internal and external), facilitate user discussions, and otherwise contribute to the direction of the team. Financial technology background strongly preferred Able to work in a dynamic and fast paced environment across multiple levels of our organization Proven experience managing multiple aspects of a project lifecycle with particular interest in areas that are relevant to the successful delivery of POCs; Producing streamlined business requirements, writing technical specs, testing software, and managing interaction with internal business stakeholders Technical background and good understanding of technical concepts. Contribute to the overall company mission and culture.
Research Analyst - Associate
Company: iCapital
Location: New York City, NY
Posted Dec 03, 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. Qualifications 2-3 years of relevant experience in financial services (e.g., investment banking, transaction advisory services, portfolio analytics, capital markets, investment consulting, management consulting, etc.) Liaise internally with Investor Relations, Accounting, Sales, Marketing, and Compliance. 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. Responsibilities Oversee portfolio monitoring, portfolio analysis, and liquidity planning. Participate in quarterly investment updates, report on portfolio holdings, and help maintain relevant investment records. Create one-off business development presentations.
Financial Services Regulatory Counsel - Senior Vice President
Company: iCapital
Location: New York City, NY
Posted Dec 17, 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. Qualifications J.D. 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). Every department has different needs, and some positions will be designated in-office jobs, based on their function. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Engage with regulators, including the SEC and FINRA, and other external parties. 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. Develop and enhance policies, procedures, and processes for platform offerings of alternative investments and structured products. 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.
International Tax Services - Associate
Company: iCapital
Location: New York City, NY
Posted Dec 16, 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. Australia, Canada, Cayman, France, Japan, Luxembourg, and Singapore). Draft and maintain policies, procedures, workflows, metrics, and controls. Track vendor engagement letters, accruals, invoices, and vendor report cards. Support global tax reporting regimes (i.e., UK Investor Reporting, Swiss Investor Reporting, etc.). Organized, initiative-taking, and detail-oriented with capability to see the big picture. 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). Every department has different needs, and some positions will be designated in-office jobs, based on their function. Support Chapter 3 (NRA), Chapter 4 (FATCA), Chapter 61, 1446f, withholding 1099, 1042/1042-s, 8966, 1065, 1120 filings along with Common Reporting Standards (CRS) globally (e.g. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
Recruiter – Associate
Company: iCapital
Location: New York City, NY
Posted Dec 16, 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. diversity, candidate experience, employee engagement, etc.). 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. Qualifications Bachelor’s degree in Human Resources, Business Administration, or another business-related field 1-4 years of in-house or agency recruitment experience with exposure to the financial services and/or fintech industry, experience with technology recruiting and managing intern hiring is a plus Demonstrated experience to effectively assess candidate resumes, conduct screening calls, and recommend candidates to hiring managers Experience recruiting across business units with the ability to foster strong client relationships and drive the recruiting process from kick off to the offer stage Self-starter who is comfortable working in a fast-paced collaborative environment Benefits The base salary range for this role is $75,000 to $95,000. Stay current and informed on industry trends and best practices, including new and innovative talent acquisition strategies, systems, and technologies; make recommendations and drive continuous improvement in global talent acquisition practices. Generate a strong candidate pipeline with creative postings, industry networking and sourcing, and partner with professional organizations and other appropriate venues to generate a robust talent pipeline keeping diversity, equity, and inclusion in mind. We offer most employees the flexibility to work in the office three or four days.