Relationship Manager - Associate

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $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 Role

Responsibilities: Strategic relationship management including relationship manager for 4-6 key strategic fund sponsor partners. Develop new and existing relationships with wirehouses and wealth managers and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives. Collaborate with the Head of Enterprise Solutions, other relationship managers, and senior executives across the firm to drive tactical and strategic initiatives on sales strategy and business development and CRM technology. Develop presentations and analysis for internal meetings and projects. Work directly with financial institutions to identify and cultivate commercial opportunities while also supporting the expansion and management of the broader business development team’s strategic relationships.  Create financial models and communicate with internal stakeholders and current and prospective clients to drive results.  Analyze financial information to produce forecasts, interpret data affecting financial programs, and prepare plans of action for financial analysis.  Implement and formulate financial status strategies and work with management on strategic development and review of key initiatives.  Perform data analysis for returns and profits and losses. Participate in client meetings and coordinate preparations concerning pricing and cash flow modeling.  Provide ongoing competitive analysis of financial product strategies, trends in the finance marketplace, and prospective financial client profiles. 

Salary range: $90,000 -$100,000/year

Requirements: Bachelor’s degree in finance, mathematics, statistics or a related field and two years of experience in the job offered or two years of experience in the Alternative Investments industry. Experience must include two years each of the following: corporate development/investment banking; directly interfacing with external clients and stakeholders; and direct experience working with and supporting Alternative Investment fund managers. Experience may be gained concurrently.