Jobs at iCapital
96,030 open positions
Software Developer in Test - Vice President
Company: iCapital
Location: New York City, NY
Posted Sep 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. . 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. 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. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. API, Automation, Performance and LoadQualifications7+ years of experience with QA engineering delivery experience3+ years of delivery within Agile SDLC/teams ideally with CICDSolid Programming experience in Java with focus on behavior driven development (BDD) and test-driven development (TDD) and design patterns, ideally within continuous integration (CICD)Experience with Java microservices and REST APIs and exposure to React front endAgile development approachTechnologies: Java, JavaScript, IntelliJ/EclipseCICD: Maven, Sonar, Git, Teamcity/Jenkins, DockerExposure to banking and/or finance environments preferredTesting: Junit, WebdriverIO, Protractor, JMeter or similarThe base salary range for this role is $140,000 to $160,000. As a Senior Software Developer in Test (SDET), you’ll work closely with the Development, Product and Testing team. In this role, you’ll bring practical knowledge of agile development methodologies and engineering best practices. We offer most employees the flexibility to work in the office three or four days. The ideal candidate would be an independent individual contributor who can develop and understand existing automation test frameworks and has an ability to enhance and implement the same and should also be able to work with other engineers and product managers to support feature-based testing.ResponsibilitiesBuild and implementation of robust automated test framework.Integration of automated test suites with the current build and deployment processes.Maintenance of automated tests to accommodate changes in system design and architecture.Integration of Automation framework with existing tools (GIT).Create/Manage/Utilize Defect workflows with automated test execution.Design and publish meaningful metric to support automation test creation and execution.Build and implementation of performance test suites.Perform all types of testing – Functional. 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.
Executive Assistant
Company: iCapital
Location: New York City, NY
Posted Sep 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 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).We offer most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. 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. This role will interact regularly with senior members of the team including Managing Directors and Managing Partners.iCapital is a global company with 12 offices across the US, Canada, Europe, and Asia. This ideal candidate will be communicating, scheduling, and collaborating with our team, clients, potential clients, and investors on a global scale.ResponsibilitiesManage calendars of several senior managers with a high level of detail coordinating and prioritizing daily tasks.Arrange complex and detailed travel plans.Process expense reports in a timely manner.Manage logistics for Board of Directors’ meetings and other company events as needed.Format information for internal and external communication such as, memos, emails, presentations, and reports.Help move along deliverables, facilitate special requests, and contribute and execute on last-minute ideas.Work as part of the larger facilities and administration team.QualificationsUndergraduate college degreePrior experience as an Executive Assistant working with senior level managementAble to manage up through tact and anticipation of needsPossess strong attention to detail and a high level of confidentialityProficient in using Microsoft Office (Word, Outlook, Excel, & PowerPoint)Excellent written, verbal, and interpersonal communication skillsTrack record of managing schedules and processes in a fast-paced environmentExperience scheduling across multiple time zones, global travel, and multi-leg tripsTeam player and comfortable working with 30+ people with this role reporting to a senior adminComfort operating within a dynamic environment and executing in situations where paths are unchartedAble and willing to provide executive support beyond the scope of a typical workdayBenefitsThe base salary range for this role is $90,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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 $164 billion in global client assets invested in 1,333 funds, as of July 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below).About the RoleiCapital is looking to hire an Executive Assistant to provide administrative support to Managing Directors in the Greenwich office. iCapital is powering the world’s alternative investment marketplace.
Quant Developer
Company: iCapital
Location: New York City, NY
Posted Sep 19, 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. 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. 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. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. The team members will implement statistical, machine learning, and quantitative financial models, applied to a combination of proprietary, public, and third-party data, to deliver analytics for multi-asset portfolios including alternative assets such as hedge fund, private equity, private credit, real estate, and digital assets.ResponsibilitiesDevelop robust and scalable quantitative financial models and collaborate closely with quant researchers to productionize proprietary risk analytics models as part of the firm’s software platformDevelop centralized financial calculation engines powering the firm’s commercial technology platformDocument and communicate quantitative methodologies and analytics to others including stakeholders and clientsCollaborate with other teams to ensure risk analytics are delivered through the software platform with excellent user experienceQualifications2-3+ year of professional experience in quantitative financial modeling, data science, or software developmentExpertise in implementing statistical analysis, machine learning, or financial modeling with Python, and proficiency in full-stack software development Ability to work in a dynamic and fast-paced environmentKnowledge of JAVA/Scala/C++ is a plusExperience with AWS is a plus Benefits The base salary range for this role is $110,000 to $150,000. The team members have diverse backgrounds such as math, physics, economics, quantitative finance, computer science, and other science and engineering fields, and collaborate closely with business-side colleagues, platform architects, software developers, and product managers to deliver analytics through the software platform for the firm’s clients.The Quant Developers have a core mission of developing robust and scalable quantitative models to deliver portfolio risk analytics capabilities as part of the firm’s commercial technology platform for financial advisors and asset managers. The team consists of Quantitative Researchers and Quantitative Developers to research, define, and implement models that will guide clients in portfolio construction, asset allocation, and risk management. 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. We offer most employees the flexibility to work in the office three or four days. iCapital services approximately $148 billion in global client assets invested in 1,155 funds, as of September 2022.iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 – 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; and a two-time winner of MMI/Barron’s Solutions Provider award (See link below). About the RoleThe Quant team’s goal is to deliver industry-leading analytical insights that help financial advisors and investors managing their multi-asset portfolios and utilizing alternative assets to meet their long-term investment objects.
Product Manager - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Sep 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. 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 offer most employees the flexibility to work in the office three to four days a week, and remotely for the remainder of the week. Every department has different needs, and some positions will be designated in-office jobs or remote 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. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. You will own, lead and deliver various solutions with direct oversight of product building, largely defining and influencing others in your own space, from identifying unmet needs to defining requirements, writing user stories, developing project communication plans, and testing product features. We live and breathe agile and deploy fast, to learn and iterate quickly. Having fun while doing it is a big part of who we are so the ideal candidate will embrace a collaborative, multi-disciplinary team in a fast-paced, entrepreneurial environment. ResponsibilitiesLead engagement with end users and clients to identify and deliver solutions to core functional areas and user experiences.Develop the strategic road map, and lead the direction of the product of the platform in partnership with stakeholdersPresent, communicate, and work directly with the executive management as needed or to provide status updates of critical strategic projectsResolve issues and concerns around the allocation of resources and work with stakeholders to manage expectations and setting of prioritiesWork with production support team and provide oversight and work to resolve existing gaps with new builds or proposals for new resources.As the company grows, propose and plan team structure/expansion where necessary with a well thought out plan of execution.Mentor the team by coaching and leading by example from all aspects of development whether building relationships or project execution.Identify the highest leverage areas and mobilize key constituents quickly to deliver great products and critical key features/functions.Work with UX Design, Technology and other partners in scoping different solutions, writing user-stories and preparing the organization for product launchesDevelop a strong understanding of business impacts and what is most critical and manage the team and space for concurrent requests and requirementsTest and review online product upgrades and oversee team execution in general and ensure flawless executionMonitor the performance of the product and continuously improve it through all the life-stages of a productMaintain awareness of the competitive landscape from a business and legal / compliance perspectiveStep outside the product realm when appropriate to contribute to the team and overall company mission Candidate Profile5+ years of experience in product management in a fast-paced, agile environmentProven track record of management of technical teams and projects.Proven track record for managing space for organizing requests and prioritiesProven track record of exercising strong influence in partnerships with colleagues, teams, and clientsGreat communicator and comfortable engaging executive management for ideas and resolutionsNatural problem solver and driven to push initiatives to conclusionsCritical thinker and comfortable with the unknownFinancial technology background strongly preferredWillingness to dig deep, analyze and know the ins and outs of how things workComfort with leveraging SQL and ability to generate conclusions based on data being presented Develop an in-depth understanding of organizational data flow and its impact on business processes.Expertise with QA testing and business analysis and project managementStrong technical background and understanding; ability to construct wireframes and design user experiences while understanding basic API functionalitiesStrong interpersonal skills and capable of building relationships to gain buy in and achieve business resultsHistory of customer centric focus with a knack for quick and thoughtful problem-solvingStrong interpersonal and presentation skills The base salary range for this role is $120,000 to $150,000. This is a management level opportunity with room for growth and oversight over teams, projects, and space. This is an opportunity to utilize the latest technologies and innovative solutions, with room to grow or broaden your responsibilities as the company continuously grows. You will be working directly with end users and clients to bring scale and efficiencies spanning across a multitude of different business processes, as well as various user experiences for key critical online functions. You will have the opportunity to solve fun and complex industry wide problems, spanning across a number of various alternative investment products.
Alternative Product Specialist, Midwest Region – Vice President / Senior Vice President
Company: iCapital
Location: Remote
Posted Sep 27, 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).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. Our Product Specialist team is responsible for iDirect product sales and advisor education for registered investment advisors (RIAs), regional, independent broker dealers, and bank trust clientele. ResponsibilitiesLeverage a consultative sales process to acquire new relationships, expand existing client relationships, and service assets under management. Develop sales proficiency with iDirect offerings in private equity, private credit, and hedge funds.Travel in the market to meet with advisors, clients, and centers of influence in support of the broader sales and educational effort. Assist in the planning and execution of roadshows and conferences.Work alongside the sales team on client pitches, product positioning, and sales campaigns.Leverage technology input and reporting tools (e.g., Salesforce, Tableau). Qualifications5-10 years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at placement agent, private equity capital raising, external wholesaler, client portfolio manager, product specialist)Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.Exceptional organizational and interpersonal skillsExcellent communication skillsSelf-starter who takes initiative and learns quickly in a fast-paced environmentStrong commitment to continuous professional development and improvement of the teamExcellent client service aptitude and attitudeStrong working knowledge of Microsoft Suite and SalesforceSeries 7 and 63 license requiredObtain CAIA within 2-3 years of hireBenefitsThe base salary range for this role is $130,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. iCapital services approximately $164 billion in global client assets invested in 1,333 funds, as of July 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below). About the RoleiCapital is looking to hire a Product Specialist to support the iDirect funds series in the Midwest market. 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 is powering the world’s alternative investment marketplace.
Supervising Producer - Vice President
Company: iCapital
Location: New York City, NY
Posted Sep 25, 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).We believe the best ideas and innovation happen when we are together. 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. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. This individual will own the end-to-end multimedia production process, from receiving creative briefs and outlines for scripts to conceptualizing and delivering engaging and impactful video content.ResponsibilitiesCoordinate with directors, camera operators, and audio to ensure all technical aspects of filming are set up properly. Design and implement clear processes, procedures, and framework kits for scalable production.Direct and produce live streaming broadcasts.Maintain the highest level of quality control with strong editorial judgement.Provide constructive production and editorial feedback to producers and iCapital hosts or other in-house show guests.Perform creative editorial functions, including weaving elements of the message together for effective storytelling, conducting research for each production, and ensuring consistent use of brand, voice, and tone.Produce and provide editing feedback for short- and long-form video content for mobile, social, and digital audiences.Ensure visual and thematic continuity throughout the production process, from elevating the creative look and feel of content across platforms to incorporating graphics, lower-thirds, chyrons, plug-ins, and graphics, and coordinating with creative teams to expand brand guidelines as needed.Coordinate with the Compliance team to ensure content is approved for public distribution.Evaluate and leverage viewership performance analytics to highlight studio wins and inform tactical decisions on how studio time is spent.QualificationsBachelor’s degree in journalism, communications, or relevant fieldFamiliar with financial markets10+ years of work experience as a producer in a studio and control room setting and an in-depth understanding of the video production and post-production processes Relevant experience creating digital content in versatile production styles, copywriting in short form, and managing producers and production associatesCollaborative, strong interpersonal skills, and solid ability to cultivate relationships with colleagues, partners, and other content producersProven experience with digital video production technology Excellent organizational, time management, and communication skills A strong understanding of social analytics and the ability to provide informed feedback on content performanceAble to perform efficiently under pressure and manage multiple projects and deadlines to ensure high quality of work with strong attention to detail and under limited supervisionExperience and interest in financial broadcast productionExperience in project management, research, and mentoring leaders as well as experience with Brightcove, Adobe Creative Suite, and other production tools and assets is a plusBenefitsThe base salary range for this role is $130,000 to $160,000. This role will be responsible for managing production schedules and overseeing the development and production of live guest segments, including bookings, pre-interviews, and scripts, and will coordinate with cross-department colleagues to optimize distribution efforts.This individual must maintain the highest level of quality control with strong editorial judgment, supporting the growth and development of the studio team, and be able to evaluate viewership performance analytics to assess and inform production team processes. This role will oversee both editorial content and how that content is produced and presented to the public, converting the strategic vision of our company and top-line messaging into relatable, digestible video segments and soundbites. The ideal candidate will collaborate with stakeholders, subject matter experts (SMEs), and studio associates to produce creative and engaging content from iCapital’s in-house studio, in alignment with iCapital’s larger content strategy. 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 $162 billion in global client assets invested in 1,307 funds, as of June 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below). About the RoleiCapital is looking to hire an experienced and highly motivated supervising video and multimedia producer to organize and manage the development and digital production of iCapital studio content for distribution across mobile, social, and streaming platforms. We offer most employees the flexibility to work in the office three or four days.
Client Operations Support - Associate / Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Sep 19, 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.&8239; 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. He or she can design creative solutions, drive them through to implementation and communicate in a way that simplifies complex topics. Responsibilities Execute and provide oversight to a large, complex portfolio of projects.&8239; Assist in defining scope and impact of projects, and effectively communicate results to stakeholders and management. Lead all aspects of business analysis, from requirements gathering to post project benefits review. Facilitate and own the business process reviews and document changes consistent with the firm’s global operating model. Comprehend technical framework of business process and identify areas for improvement. Work with product management teams to help define and build new Platform functionality. Proactively identify and communicate issues and risks related to the project. Facilitate cross-organizational communication and facilitate integration meetings among key project personnel to ensure a proper framework for issue resolution and risk mitigation is developed and utilized. Train users in the new processes and applications as well as creating training materials for new business and system functionality. Participate in multiple projects that span regions, geographies, continents, and time zones. Qualifications 5+ years of experience in financial services Business analysis and project management experience Experience working with gathering requirements and implementing solutions Strong prioritization and project management skills, including timely and proactive communication of timelines, status, issue partner concerns Demonstrated ability to propose practical technical solutions to business problems and issues Intellectually curious and able to take initiative and deliver results Result-oriented and able to “roll-up the sleeves” to accomplish necessary tasks Able to build strong relationships and partnerships, as well as leverage relationships toaccomplish business goals (including influencing stakeholders to achieve desired outcomes) Strong communication and organizational skills, attention to detail, creativity, initiative, and the ability to work under tight deadlines Strong work ethic Benefits The base salary range for this role is $90,000 to $120,000 depending on level. 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. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. The ideal candidate would be someone who enjoys a challenge and can understand, frame, and communicate complex issues, sometimes within an ambiguous context. iCapital services approximately $164 billion in global client assets invested in 1,333 funds, as of July 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below).&8239; About the Role The iCapital Client Operations and Support team unites cross-platform activities with the goal of creating leverage, promoting global consistency, and achieving operational excellence across the iCapital platform. The team partners with functional business units, Technology Operations Product Managers, engineering teams and plays a critical cross functional role in developing the iCapital operating platform. This often involves conducting business process and operating model reviews to understand platform requirements and ensuring the Capital platform continues to evolve to meet the key priorities of Client Success. Working on this team requires strong project management skills, an understanding of the ICN platform, technology and the markets, and the ability to conduct business process reviews. The team combines strategy, business process and technology expertise to maximize growth, scale, and operating consistency across iCapital with a strong focus on ICN Platform. This group works with key technology operations product managers and business management partners to define and manage platform technology requirements and to communicate priorities to key stakeholders. iCapital is powering the world’s alternative investment marketplace.
Mid Atlantic, Regional Director - Vice President
Company: iCapital
Location: New York City, NY
Posted Sep 25, 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. 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. 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. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. iCapital services approximately $162 billion in global client assets invested in 1,307 funds, as of June 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below). About the RoleiCapital is looking to hire a Regional Director sales leader for our Mid-Atlantic market. This team is responsible for covering the NY Metro Area, NJ, DE, DC, MD, VA, NC. This role will report to our Mid-Atlantic distribution leader. Our Distribution team is responsible for alternative investment product sales and advisor education for registered investment advisors (RIAs), regional, and independent broker dealers, bank trust clientele. ResponsibilitiesLeverage a consultative sales process to acquire new relationships, expand existing client relationships, and service platform assets under management. Develop sales proficiency with menu of 40+ offering menu of private credit, private equity, real estate, and hedge funds.Lead and manage new manager launch process in market.Work in partnership with wealth management and asset management partners to generate AI interest and asset flows. Travel in the market to meet with advisors, clients, and centers of influence in support of the broader sales and educational effort. Leverage technology input and reporting tools (e.g., Salesforce, Tableau). Qualifications10+ years of experience working within the alternative investment industry in a client facing capacity (e.g., external wholesaler, capital raising specialist, client portfolio manager, product specialist)Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process across a diverse platform of hedge fund, private equity, private credit, and real estate offerings.Series 7 and 63 license required (obtained within 60 days of start)Obtain CAIA within 2-3 years of hireBenefitsThe base salary range for this role is $125,000 to $150,000. 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. We offer most employees the flexibility to work in the office three or four days. iCapital is powering the world’s alternative investment marketplace.
Alternative Product Specialist, West Coast Region – Vice President / Senior Vice President
Company: iCapital
Location: Remote
Posted Sep 27, 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).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. iCapital services approximately $164 billion in global client assets invested in 1,333 funds, as of July 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below). About the RoleiCapital is looking to hire a Product Specialist to support the iDirect funds series in the West Coast market. Our Product Specialist team is responsible for iDirect product sales and advisor education for registered investment advisors (RIAs), regional, independent broker dealers, and bank trust clientele. ResponsibilitiesLeverage a consultative sales process to acquire new relationships, expand existing client relationships, and service assets under management. Develop sales proficiency with iDirect offerings in private equity, private credit, and hedge funds.Travel in the market to meet with advisors, clients, and centers of influence in support of the broader sales and educational effort. Assist in the planning and execution of roadshows and conferences.Work alongside the sales team on client pitches, product positioning, and sales campaigns.Leverage technology input and reporting tools (e.g., Salesforce, Tableau). Qualifications5-10 years of experience working within the alternative investment industry in a client facing capacity (e.g., Investor relations at placement agent, private equity capital raising, external wholesaler, client portfolio manager, product specialist)Demonstrated ability to work in a fast-paced entrepreneurial environment and follow a rigorous sales process.Exceptional organizational and interpersonal skillsExcellent communication skillsSelf-starter who takes initiative and learns quickly in a fast-paced environmentStrong commitment to continuous professional development and improvement of the teamExcellent client service aptitude and attitudeStrong working knowledge of Microsoft Suite and SalesforceSeries 7 and 63 license requiredObtain CAIA within 2-3 years of hireBenefitsThe base salary range for this role is $130,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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 is powering the world’s alternative investment marketplace.
Private Capital Fund Finance - Assistant Vice President
Company: iCapital
Location: New York City, NY
Posted Oct 13, 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).We believe the best ideas and innovation happen when we are together. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. 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. Alternative Investments Fund Administration and Operations is a plusAdvanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plusPassion for the application of innovative technologyProven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environmentStrong verbal, written, and interpersonal communication skillsHigh level of integrityWillingness to learn new topics and work in an evolving business environmentOrganized and detail oriented with big picture capabilityBenefitsThe base salary range for this role is $100,000 to $140,000. This individual will work closely with other team members, vendors, management, and clients on a variety of accounting and reporting processes. Approve investor capital account statements on a quarterly basis.Review and approve quarterly management fee and trailer calculations.Determine review of third-party administrator’s preparation and coordination of investor capital calls and distributions, in coordination with the third-party administrator, including investor allocation calculations and call and distribution notices.Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications. Coordinate with internal and/or external parties to resolve discrepancies. Liaise with underlying fund managers when required.Handle ad hoc requests.Monitor fund’s compliance with the partnership operating agreement terms.Review of the preparation of annual fund financial statements in accordance with US GAAP.Oversee and coordinate the fund’s annual audit process including managing relationships with external auditors.QualificationsBachelor’s degree in accounting or finance8+ years of financial services or Asset Management accounting and operations experience. This role will report to the Senior Vice President, Fund Finance Private Equity.ResponsibilitiesWork with third-party 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.Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary.Review investor allocations to confirm profits, losses, and fees are calculated in accordance with the partnership operating agreements. We offer most employees the flexibility to work in the office three or four days.
Compliance and Corporate Governance - Associate
Company: iCapital
Location: New York City, NY
Posted Sep 19, 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).We offer most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. 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. The role will work closely with senior Compliance and Legal team members on a variety of general compliance matters and corporate governance matters.ResponsibilitiesAssist with documenting corporate actions, including minutes, resolutions, consents, governing documents, and certificates.Prepare and maintain powers of attorney, incumbency certificates, and liaise with registered agent to obtain good standings and certified filings from the secretary of state.Assist in maintaining and updating policies and procedures based on new corporate regulations for U.S. and non-U.S. jurisdictions.Assist in the internal preparation, coordination, and successful execution of fund board and committee meeting materials, minutes, agendas, and tracking of action items.Respond to requests for information and documents from the Company's internal and external auditors, regulators, and other stakeholders.Work closely with other members of the Legal and Compliance team and assist with any ad hoc Compliance related functions and projects.Qualifications2-5 years of experience, preferably with in-house legal or compliance department experienceJD a plus but not requiredStrong communication and problem-solving skillsWillingness to learn new topics and work in an evolving business environmentHigh level of integrityOrganized and detailed oriented with big picture capabilityProficient in Microsoft suite (Excel and Word)BenefitsThe base salary range for this role is $80,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. The ideal candidate will help administer and enhance iCapital’s compliance program. 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 $164 billion in global client assets invested in 1,333 funds, as of July 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 two-time winner of MMI/Barron’s Solutions Provider award (See link below). About the RoleiCapital is looking to hire a General Compliance and Corporate Governance Associate to join the Compliance team. iCapital is powering the world’s alternative investment marketplace.
Product Manager - Associate
Company: iCapital
Location: New York City, NY
Posted Sep 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. 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 and prioritize office-first four days a week. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. You will be responsible for various areas of product building, and have the opportunity to define your own space, and work towards identifying unmet needs, defining requirements, writing user stories, developing project communication plans, and testing product features. Most employees have the option to work remotely one day a week while 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 live and breathe agile and deploy fast, to learn and iterate quickly. Having fun while doing it is a big part of who we are so the ideal candidate will embrace a collaborative, multi-disciplinary team in a fast-paced, entrepreneurial environment. ResponsibilitiesExecute the strategic road map, and lead the direction of the product of the platform in partnership with stakeholdersHelp lead engagement with end users and clients to identify and deliver solutions to core functional areas and user experiences.Monitor and work with the production support team to improve daily production processWork with UX Design teams, Technology and other partners in scoping different solutions, writing user-stories and preparing the organization for product launchesHelp identify the highest leverage areas and mobilize key constituents quickly to deliver great productsTest and review online product upgrades to ensure flawless executionDevelop a strong understanding of business impacts and work with others to manage concurrent requests and requirementsMonitor the performance of the product and continuously improve it through all the life-stages of a productMaintain awareness of the competitive landscape from a business and legal / compliance perspectiveStep outside the product realm when appropriate to contribute to the team and overall company missionQualifications3+ years of experience in product management in a fast-paced, agile environmentCritical thinker and comfortable with the unknownWillingness to dig deep, analyze and know the ins and outs of how things workNatural problem solver and driven to push initiatives to conclusionsGreat communicator and comfortable engaging others for ideas and resolutionsComfort with leveraging SQL and ability to generate conclusions based on data being presentedCapable or growing into a role of managing space in terms of organizing requests and prioritiesDevelop a solid understanding of organizational data flow and its impact on business processes.Strong technical background and understanding; ability to construct wireframes and design user experiences while understanding basic API functionalitiesCapable of building relationships to gain buy in and achieve business resultsHistory of customer centric focus with a knack for quick and thoughtful problem-solvingFinancial technology background strongly preferredExpertise with QA testing and business analysisStrong interpersonal and presentation skillsCapable of growing into or demonstrated track record of influencing others effectively The base salary range for this role is $100,000 to $130,000. You will utilize the latest technologies and innovative solutions, with room to grow or broaden your responsibilities as the company continuously grows. This is an opportunity to solve fun and complex industry wide problems, spanning across a number of various alternative investment products. You will be working directly with end users and clients to bring scale and efficiencies spanning across a multitude of different business processes, as well as various user experiences for key critical online functions.