The Most Promising Careers Can Be Found at the Most Promising Employers
Good companies. Good jobs. Good people. It’s that simple. For years, iCapital has been recognized as an outstanding place to work, as well as for its standing as a preeminent alternatives platform. For current employment opportunities, please see the open positions listed below that are updated regularly.
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Accreditation Analyst
Location: Greenwich, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is rolling out our new identity management platform focused on helping highly regulated financial institutions streamline their investor onboarding process including accreditation verification, Know Your Customer (KYC), and Know Your Business (KYB). Our platform offers state-of-the-art solutions that help these institutions comply with regulatory requirements, prevent fraud, and provide seamless, secure user experiences. With an emphasis on automation, security, and scalability, we’re driving innovation in the identity verification and compliance space.
This role is crucial in supporting our accreditation process, ensuring our products and services meet industry standards and regulatory requirements. This idividual will work closely with the senior accreditation team, product managers, and engineers, aiding our clients to navigate relevant accreditation frameworks and certifications.
Primary responsibilities will include accredited investor onboarding and application review, customer support, document verification, and client communications. The position involves a significant amount of client interaction, document review, online database research and independent thinking.
Responsibilities
- Accredited Investor onboarding and application review:
- Review accreditation applications to confirm the applicant meets SEC accreditation verification requirements.
- Document verification:
- Follow internal guidelines to verify investor documentation is authentic, flagging any suspicious documentation and escalating to compliance for further review.
- Customer support and client communications:
- Work closely with users and partners to answer questions and resolve issues in a manner that promotes customer satisfaction and retention.
- Authenticate identity documentation:
- Verify applicant identity and evaluate customer risk, communicating with applicants as needed.
- Know Your Customer:
- Assist in sanctions review, evaluating user matches in accordance with KYC/AML and CDD protocols.
- Database Research:
- Conduct research by accessing and analyzing U.S. and international databases, articles, statistics, and other relevant information to determine the authenticity of documentation and/or the identity of the investor.
Qualifications
- Previous experience collecting/reviewing proof of income documentation, proof of net worth documentation, legal agreements, government IDs and/or other official documents
- Familiar with identity management platforms, Identity and Access Management (IAM), and security protocols
- Experience with audit software tools and reporting systems.
- Knowledge of privacy regulations (GDPR, CCPA, etc.) and 506(c) regulations is a plus
- Experience with software tools such as Zendesk and Mixpanel is a plus
- Highly detail-oriented and attentive
- Self-motivated, intellectually curious and analytical
- Excellent interpersonal and written communication skills while able to uphold professional empathy
- Collaborative and positive team player
Benefits
The base salary range for this role is $ 70,000 to $ 90,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Alternative Data Management - Analyst
Location: Jacksonvlle, FL, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an Alternative Data Management Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. This role is a mix of finance and technology, making daily activities diverse, from setting up and maintaining software applications, to ad hoc projects, and helping with data feed management.
Responsibilities
- Document Management: oversee organization of fund documents within operational systems.
- Accuracy and Integrity: enrich unstructured data into existing data infrastructures.
- Control: maintain completeness, timeliness and accuracy of relevant investment data through validation and control processes.
- Governance and Compliance: follow best practices for managing investor information to maintain consistency and ensure compliance with internal standards.
- Cross-Functional Collaboration: collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems.
- Automation and Process Improvement: continuously look for ways to automate and improve existing processes.
- Documentation and Knowledge Sharing: maintain and share standard operating procedures.
Qualifications
- Bachelor’s degree in finance, economics, business administration or related field
- 0-3 years in data management, analysis, or financial operations
- Proficiency in data management tools, excel and other software
- General understanding of the alternative investment landscape
- Able to prioritize and execute tasks and meet deadlines
- Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves
- Able to identify and understand risks associated with data management processes
- Able to support the team and build relationships across teams
Benefits
The base salary range for this role is $60,000 to $65,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Alternative Investment Operations - Analyst
Location: Stamford, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
Responsibilities
- Document Management: oversee organization of fund documents within operational systems
- Accuracy and Integrity: enrich unstructured data into existing data infrastructure
- Quality Control: maintain completeness, timeliness and accuracy of relevant investment data through validation and control processes
- Governance and Compliance: follow best practices for managing investor information to maintain consistency and ensure compliance with internal standards
- Cross-Functional Collaboration: collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems
- Automation and Process Improvement: continuously look for ways to automate and improve existing processes
- Documentation and Knowledge Sharing: maintain and share standard operating procedures
Qualifications
- Bachelor’s degree in finance, economics, business administration or related field
- 0-3 years in data management, analysis, or financial operations
- Proficiency in data management tools, excel and other software
- General understanding of the alternative investment landscape
- Able to prioritize and execute tasks and meet deadlines
- Commitment to continuously learn new technologies and adapt to new data and systems as industry evolves
- Able to identify and understand risks associated with data management processes
- Able to support the team and build relationships across teams
Benefits
The base salary range for this role is $60,000 to $65,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Alternative Investment, Product Specialist (West Coast Region) - Vice President / Senior Vice President
Location: Remote
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
Capital’s US Alternative Investment Distribution team is looking to hire an Alternative Investment Specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual would be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales.
Responsibilities
- Execute a comprehensive capital raising plan for covered geography, channels, firms, and advisors.
- Work with adjacent iCapital businesses and asset manager partners to educate advisors on related asset classes and new offering(s) through centralized and local tactics.
- Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.
- Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.
- Travel regularly in the market to attend industry conferences and meet with key clients and prospects.
Qualifications
- 10-15+ 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)
- Willing to work on a commissioned-based sales plan after a ramp-up period
- Exceptional communication, organizational and interpersonal skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Series 7 and 63 licenses are required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $125,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Alternative Product Specialist, iDirect - Vice President
Location: Remote
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Product Specialist to support the iDirect funds series in the Midwest and South-Central markets. 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.
Responsibilities
- Leverage 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).
Qualifications
- 5-10+ 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 skills
- Excellent communication skills
- Self-starter who takes the initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Excellent client service aptitude and attitude
- Strong working knowledge of Microsoft Suite and Salesforce
- Series 7 and 63 license is required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and a commission based 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).
Due to the nature of this role, we are looking for the hire to be located in either the Houston, Dallas, or Austin TX regions.
For additional information on iCapital, please visithttps://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 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.
Alternative Product Specialist - Vice President
Location: Remote
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Product Specialist to support the iDirect funds series in the Midwest and South-Central markets. 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.
Responsibilities
- Leverage 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).
Qualifications
- 5-10+ 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 skills
- Excellent communication skills
- Self-starter who takes the initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Excellent client service aptitude and attitude
- Strong working knowledge of Microsoft Suite and Salesforce
- Series 7 and 63 license is required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $150,000 to $175,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and a commission based 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).
Due to the nature of this role, we are looking for the hire to be located in the Chicago, IL region.
For additional information on iCapital, please visithttps://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 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.
Application Support Engineer - Analyst/Associate
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital's Doc Center team offers direct client support and is essential for ensuring the reliability and performance of our applications. This role will be at the forefront of incident response, addressing technical issues and providing solutions for both internal teams and external clients. This role involves close collaboration with several internal teams like Product, Business, and Engineering, etc. to troubleshoot issues. By understanding our clients' needs and gathering insights from support interactions, the team contributes to improving overall user experience. This position is ideal for someone who enjoys problem-solving, has an effective communication style, and is eager to make a meaningful impact within a fast-paced environment.
Responsibilities
- Thorough research, reproduction, and troubleshooting efforts to address clients' technical issues.
- Adherence to client-specific Service Level Agreements (SLA).
- Direct communication of ticket status and progress.
- Feedback collection and analysis in collaboration with other departments to enhance user experience.
- Assistance in the development and maintenance of application user manuals and technical documentation.
Qualifications
- 2+ years of experience in technical support, engineering, operations, or a related field
- Strong problem-solving skills
- Effective communication skills for both internal and external communications
- Proficiency with ticketing systems (e.g., FreshService, Jira, and/or ServiceNow)
- Experience with documentation tools (e.g., Confluence)
- Familiar with database management systems (e.g., PostgreSQL, Sybase, and/or SQL Server)
- Able to analyze log files (e.g., with Splunk and/or Sidekiq) and JSON payloads
- Experience in providing support for SaaS applications and Secure File Transfer Protocol (SFTP)
- Familiar with monitoring tools (e.g.,Honeybadger)
- Good understanding of cloud storage solutions, especially AWS S3
- Proficient in English (minimum B2)
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Asset Manager Solutions EMEA - Associate
Location: London, England
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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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital Network is seeking an Associate for the Asset Manager Solutions EMEA team, based in London, to contribute to the development and execution of iCapital’s international expansion strategy in the region.In this role, the Associate will support the business development and relationship management activities of iCapital with a primary focus on Asset Managers in the EMEA region. iCapital’s rapid international expansion creates an opportunity for a seasoned professional to join a fast-paced, rapid-growth environment. This position will be based in London.
Responsibilities
- Support the Asset Manager Solutions team in EMEA in executing the business development strategy for the region with a focus on Asset Managers
- Manage and support a robust and sustainable pipeline of prospective clients
- Nurture strong relationships with existing clients, bringing a solutions-oriented mindset and client-first approach
- Take ownership for the professional and timely response to RFPs from Asset Managers
- Create materials to educate clients on iCapital’s solutions and capabilities
- Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally
- Build strong internal relationships within iCapital and work closely with other teams (Research & Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal & Compliance, Technology & Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
Qualifications
- Solid academic credentials
- 2-5 years of solid work experience in the Asset or Wealth Management industry, with a demonstrated track record in developing and managing client relationships is a must
- Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred
- Able project manager and ability to organise and structure a multi-faceted workload
- Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills
- Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and seek to align stakeholders at all levels
- Highly collaborative, and able to think strategically about business opportunities and client management
- Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, self-motivated, with a hands-on attitude
- Fluency in English required
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Asset Manager Solutions EMEA - Associate
Location: Zurich, Switzerland
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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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital Network is seeking an Associate for the Asset Manager Solutions EMEA team, based in Zurich, to contribute to the development and execution of iCapital’s international expansion strategy in the region.In this role, the Associate will support the business management, business development and relationship management activities of iCapital with a primary focus on Asset Managers operating in the EMEA region. iCapital’s rapid international expansion creates an opportunity for an ambitious professional to join a fast-paced, rapid-growth environment. This position will be based in Zurich, Switzerland.
Responsibilities
- Support the Asset Manager Solutions team in EMEA and US in executing the business development strategy with a focus on Asset Managers
- Support the Head of Asset Manager Solutions, based in Zurich, with business management, planning and execution
- Organise and support a robust and sustainable pipeline of prospective clients
- Nurture strong relationships with existing clients, bringing a solutions-oriented mindset and client-first approach
- Create materials to educate clients on iCapital’s solutions and capabilities
- Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally
- Build strong internal relationships within iCapital and work closely with other teams to achieve the best client outcomes and successful long-term client relationships
Qualifications
-
- Solid academic credentials
- 2-5 years of solid work experience in the Asset Management industry, with a demonstrated track record in delivering high quality solutions to internal and external stakeholders
- Able project manager and ability to organise and structure a multi-faceted workload
- Skilled in commercial and operational management and execution
- Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills
- Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and seek to align stakeholders at all levels
- Highly collaborative, and able to think strategically about business opportunities and client management
- Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, self-motivated, with a hands-on attitude
- Fluency in English required
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
AV Support Engineer - Associate
Location: Greenwich, CT, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an A/V Support Associate to join the Corporate Technology team. This role will work collaboratively with internal stakeholders, peer technology groups, and third-party vendors to support the company’s rapidly growing corporate A/V footprint. This includes physical locations in the US, Canada, Portugal, Switzerland, London, Singapore, Japan, and Hong Kong.
The team is responsible for A/V design, implementation, live event support, service and maintenance as well as maintaining Microsoft Teams and Zoom collaboration software architecture working closely with all groups at iCapital to deliver a high touch experience. This role will report to the A/V Services Lead.
Responsibilities
- Liaison assigned project installations and live events, coordinating project timelines, overall vendor coordination, and A/V needs with event stakeholders, as well as performing onsite pre-event kickoffs to ensure successful installations.
- Perform both on-site and remote support on all A/V systems, conference room digital signage, and live event support across all offices, as well as Tier 1 level on-site A/V service and maintenance.
- Manage corporate Microsoft Teams and Zoom accounts and backend administration.
- Maintain strong relationships with the iCapital Corporate Technology teams to ensure alignment in service operations and delivery of cross-functional collaboration solutions.
- Perform quality checks on A/V equipment, vendor work, and maintain A/V documentation.
- Ensure that the end user’s workplace experience is positive and modern.
Qualifications
- 2-5 years of experience executing delivery project management on the service and maintenance of audio-visual integrated systems, installation, live events, digital signage, and equipment for conference rooms
- Strong knowledge of A/V collaboration technologies such as Neat, Polycom, Crestron, Logitech and BiAmp
- Experience with Zoom platform administration including Zoom Meeting, Phone, and Room
- Experience with Microsoft Office 365 administration, including Teams, Room, and Equipment resources
- Apple macOS, iOS, Windows, and Android experience are required
- Excellent verbal and written communication skills, with the ability to communicate effectively with both senior business users and teams to deliver effective solutions
- Strong process orientation, project management experience, problem-solving ability and strategic mindset
- Effective customer service skills and high touch support experience
- Excellent attention to detail while balancing multiple projects
- Desire to discover and learn new technologies to improve the conference experience
- Bachelor's degree and/or certifications
- CTS certification is required
Benefits
The base salary range for this role is $100,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Back End Engineer - Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform.We are looking for engineers who can build APIs and applications that are highly performant and intuitive. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients.
You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing.
Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job—with support from management and mentors.
Responsibilities
- Build out new, and maintain existing, critical Python-based micro services
- Active participation in stand-up meetings
- Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process
Qualifications
- Degree in Software Engineering
- 5+ years of development experience with Python (plus Flask or Fast API).
- 3+ years working with non-relational databases (ex. Mongo)
- Experience with Pandas or NumPy is a plus
- Fintech work experience is a plus
- Linux/Unix experience as well as using AWS is a plus
- Ability to work independently or as part of a group effort, as required
- Solid problem-solving abilities
- Excellent communication skills
- Collaborative approach to software development
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Back End Python Engineer - Assistant Vice President / Vice President
Location: New York, NY, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Distributed Ledger Technology team is looking to hire a Senior Blockchain / Backend Engineer to develop an industry-wide distributed ledger solution for the alternative investment ecosystem to facilitate access to private markets investments for advisors and their high-net-worth clients using innovative technology solutions. Candidates should be able to understand complex business problems, scope projects, identify business opportunities, optimize workflows, and communicate their findings across all levels of the organization. This role is highly visible and involves working closely with other teams in Engineering, Product, senior leadership, and industry partners.
Responsibilities
- Design and implement a private and permissioned distributed ledger using DAML / Canton and other open source blockchain frameworks
- Build and maintain a RESTful API using Python and FastAPI
- Provide technical leadership to motivate and guide team members and mentor junior engineers
- Actively participate in daily stand-up meetings
- Actively participate in Peer Code Reviews as part of our standard SDLC and Change
- Stay current with the latest developments in blockchain technology and incorporate them into our ecosystem
Qualifications
- 5+ years software engineering experience building enterprise SaaS cloud-based solutions
- 2+ year technical leadership and management experience
- Experience with DAML, Solidity, or other blockchain programing languages
- Experience with Python and FastAPI
- Demonstrated understanding of relational database concepts and modeling practices
- Experience building APIs for large scale applications using AWS
- Experience with tokenization and blockchain-based investments
- Familiarity with security best practices and encryption techniques
- Basic knowledge of finance and business (e.g., capital markets, alternative investments)
- Excellent writing, communication, and presentation skills
- Exceptional ability to understand client needs, scope projects, develop detail-oriented execution plans, and communicate results
- An entrepreneurial hunger to own problems from start-to-finish, manage projects, overcome operational bottlenecks, and execute effectively
Benefits
The base salary range for this role is $130,000 to $200,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Business Development, Structured Investments Distribution - Vice President
Location: New York, NY, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
iCapital is seeking a highly motivated, outgoing, and experienced business development professional to join the SI Distribution team to further expand our relationships within the U.S. wealth space, primarily focused on Independent Broker Dealers, RIAs, and Wirehouses. This role will be instrumental in growing and expanding the company’s presence and client base for SI Distribution and will drive new business initiatives and the development of our GTM strategy. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts.
Responsibilities
- Drive further adoption of iCapital’s SI Distribution capabilities.
- Centralize SI prospecting efforts and ensure team alignment for new areas of growth.
- Educate clients on the depth of the integrated distribution and technology’s capabilities and drive new mandates and business activities.
- Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.
- Lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
- Create and deliver executive presentations and report on key initiatives and business activity.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Coordinate with the Heads of SI Advisor Sales and Issuer Relations on GTM strategies for new initiatives
Qualifications
- 7+ years of experience in a business development/relationship management related role
- 7+ years of experience working within financial services or financial technology industry
- Demonstrated ability to deliver a complex and varied product set to Home Offices and/or Enterprise clients
- Robust knowledge and experience with Structured Investments
- Strong track record of building client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and ability to work independently
- Demonstrated client service skills with key stakeholders and clients
- Series 7 and 63 licenses are preferred
Benefits
The base salary range for this role is $150,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Business Development, Technology Solutions –Vice President
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Business Development, Technology Solutions –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. This individual will work on defining client needs, competitive positioning, feature prioritization, sales strategy, collateral material development, training, pricing, and financial modeling. These activities will be conducted in close collaboration with other parts of our organization.
Responsibilities
- 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.
- 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.
- Develop client pitch books and work closely with our Business Development, Relationship Management, and Marketing teams to structure effective sales collateral.
- Support the design and development of marketing strategies and materials.
- Identify and source data sets to inform decision making.
- Organize and manage workstreams across the company.
- Support the design and implementation of support models.
- Support individual sales pursuits.
Qualifications
- Bachelor's Degree in a related field
- 10-15 years of experience in technology-based product development
- Experience in the alternatives industry is a plus
- Strong leadership skills with the ability to effectively communicate across all levels of the organization
- Exceptional facilitation and project management skills
- Effective team player and a willingness to work on individual assignments
- Desire to work in a fast-moving entrepreneurial environment
Benefits
The base salary range for this role is $140,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Business Management, Strategic Initiatives & Analytics - Vice President
Location: Singapore, Central, Singapore
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award.
About the role
The VP, Business Management, Strategic Initiatives & Analytics will be an integral part of the APAC Business Management & Operations Team, supporting the key growth and expansion initiatives across iCapital's Asia business. This role will play a pivotal role in helping to scale the business and driving the next phase of accelerated growth.
Key Responsibilities:
- Build and manage a world class Business Management, Strategic Initiatives & Analytics team
- Support the design, creation, and implementation of key performance indicators (KPIs) to drive operational excellence
- Lead strategic planning and provide recommendations on market penetration, client targeting, prospective acquisition targets and product delivery across key markets
- Develop and optimize reporting frameworks to drive better decisions with data-informed insights
- Execute strategic initiatives to drive growth across APAC markets, including business forecasting and process improvement
- Mobilize cross-functional teams around critical objectives and opportunities
- Analyze industry trends from the Asset- and Wealth Management landscape and present key findings to senior management
- Research and write papers and presentations in a variety of formats and support Senior APAC Leadership in the preparation of speeches and speaking notes for panel discussions
- Prepare regular business updates on the APAC business for senior management
Qualifications:
- Strong academic credentials in Finance or a related field
- 8+ years of relevant working experience in consulting, investment banking, or corporate strategy or business management role; 1 - 2 years of operating experience at hypergrowth start-up preferred
- Experience managing a high-performing team and providing career development feedback
- Strong understanding of finance and ability to roll up your sleeves on analytical work
- Proven track record of using data to drive business decisions including the ability to structure problems for analysis and synthesize strategic insights in an actionable and compelling manner
- Demonstrated ability to establish long-term cross-functional connections between different parts of the business
- Comfort with challenging the status quo and ability to think outside of the box to solve problems
- Deep understanding and experience within Asset- and Wealth Management industries, ideally with exposure to Private Markets
- Fluency in Mandarin, Japanese, and/or Korean a plus
- Experience with Salesforce also a plus
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday)
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Client Coverage, Structured Investments- Vice President / Senior Vice President
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Structured Investment Platform Business Development professional to join the Structured Investments team. The ideal candidate will prospect new clients within the Wealth Management industry, specifically targeting Broker Dealers (BDs), maintain ongoing relationships with current clients, and provide support to the internal team members. This is a technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to the broker dealer channel. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines.
Responsibilities
- Develop new and existing relationships with Broker Dealers.
- Play a key role as the relationship manager for several strategic BD clients.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on iCapital’s suite of enterprise technology solutions.
- Collaborate with other Relationship Managers, Sales teams, and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development.
- Manage and lead internal projects and develop frameworks and processes for ongoing team management.
- Collaborate with product and engineering to deliver key integrations and functionality to clients.
- Provide direction and guidance to junior members of the team.
Qualifications
- 7+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
- Strong knowledge of structured investments
- Direct experience working for or with wealth management firms, specifically BDs, is highly preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated ability to carry enterprise relationships with little to no oversight
- Series 7 and 63 licenses are strongly preferred
Benefits
The base salary range for this role is $185,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Client Delivery Advocate - Analyst
Location: Stamford, CT, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.
Responsibilities
- Financial Reporting and Data Aggregation tools.
- Analyze and explain portfolio performance results.
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
- Analyze private equity and hedge fund statements for input into system.
- Consolidate data from multiple sources and custodians.
- Provide accurate and timely statements and data entry.
- Generate reports as needed.
- Work with clients and partners to resolve data issues.
- Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.
- Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
- Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development, adoption of policies, procedures, and controls.
Qualifications
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- Excellent customer relations skills
- Foster and maintain effective relationships
- Proactively assess and act upon client and company needs
- Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
- Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
- Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
- Devotion to collaboration and ability to thrive in a team environment while working independently
Benefits
The base salary range for this role is $65,000 - $70,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
Client Delivery Advocate - Analyst
Location: Salt Lake City, UT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.
Responsibilities
- Financial Reporting and Data Aggregation tools.
- Analyze and explain portfolio performance results.
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
- Analyze private equity and hedge fund statements for input into system.
- Consolidate data from multiple sources and custodians.
- Provide accurate and timely statements and data entry.
- Generate reports as needed.
- Work with clients and partners to resolve data issues.
- Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.
- Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
- Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development, adoption of policies, procedures, and controls.
Qualifications
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- Excellent customer relations skills
- Foster and maintain effective relationships
- Proactively assess and act upon client and company needs
- Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
- Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
- Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
- Devotion to collaboration and ability to thrive in a team environment while working independently
Benefits
iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
Client Delivery Advocate - Analyst
Location: Hong Kong
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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 $184 billion in global client assets invested in 1,471 funds, as of March 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team in Hong Kong. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.
Responsibilities
- Financial Reporting and Data Aggregation tools.
- Analyze and explain portfolio performance results.
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, corrects.
- Analyze private equity and hedge fund statements for input into system.
- Consolidate data from multiple sources and custodians.
- Provide accurate and timely statements and data entry.
- Generate reports as needed.
- Work with clients and partners to resolve data issues.
- Develop and strengthen client relationships via client on-boarding, client account setup and training and day-to-day support and issue management.
- Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification, assisting in data feed management, creating custom reports based on client-specific needs and liaise with the vendor partners for enhancements, and system and data issues.
- Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
- Fluency in Chinese (both Mandarin & Cantonese) and English required.
Qualifications
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- Excellent customer relations skills
- Foster and maintain effective relationships
- Proactively assess and act upon client and company needs
- Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
- Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
- Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
- Devotion to collaboration and ability to thrive in a team environment while working independently
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital Network, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Client Delivery Specialist - Assistant Vice President
Location: Salt Lake City, UT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Client Delivery Specialist - Assistant Vice President to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.
Responsibilities
- Financial Reporting and Data Aggregation tools:
- Analyze and explain portfolio performance results
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
- Perform analysis of private equity and hedge fund statements for input into the system
- Work with clients and partners to resolve data issues
- Develop and strengthen client relationships:
- Client onboarding
- Client account setup and training
- Day-to-day support and issue management
- Software maintenance and setup:
- System setup and configuration
- New client setup
- New financial account and asset set-up and classification
- Data feed management
- Create custom reports based on client-specific needs
- Liaise with the vendor partners for enhancements, and system and data issues
- Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
Qualifications
- 5-7+ years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills and the ability to foster and maintain effective relationships
- Strong understanding of financial instruments
- Experience with RIA/Wealth management policies, procedures, and client service
- Experience working with wirehouses or custodians
- Proactively assess and act upon client and company needs
- Organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools, and applications:
- Able to learn new software quickly
- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
- Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
- Strong MS Excel and PowerPoint skills
- Basic knowledge of database concepts, and any type of programming
- Working knowledge of Photoshop, HTML design, and/or similar tools
- Knowledge of various financial products and indices, particularly:
- Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
- Alternative investments
- Performance reporting calculations and methodologies
- Portfolio management and rebalancing
- How Family Offices, RIAs, investment advisors work
- Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
- Collaborative and able to thrive in a team environment while working independently
- Able to learn quickly and adapt to an expanding environment
Benefits
The base salary range for this role is $85,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time 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). We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Client Delivery Specialist - Associate
Location: Stamford, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Client Delivery Specialist - Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.
Responsibilities
- Financial Reporting and Data Aggregation tools:
- Analyze and explain portfolio performance results
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
- Perform analysis of private equity and hedge fund statements for input into the system
- Work with clients and partners to resolve data issues
- Develop and strengthen client relationships:
- Client onboarding
- Client account setup and training
- Day-to-day support and issue management
- Software maintenance and setup:
- System setup and configuration
- New client setup
- New financial account and asset set-up and classification
- Data feed management
- Create custom reports based on client-specific needs
- Liaise with the vendor partners for enhancements, and system and data issues
- Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
Qualifications
- 2-5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills and the ability to foster and maintain effective relationships
- Strong understanding of financial instruments
- Experience with RIA/Wealth management policies, procedures, and client service
- Experience working with wirehouses or custodians
- Proactively assess and act upon client and company needs
- Organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools, and applications:
- Able to learn new software quickly
- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
- Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
- Strong MS Excel and PowerPoint skills
- Basic knowledge of database concepts, and any type of programming
- Working knowledge of Photoshop, HTML design, and/or similar tools
- Knowledge of various financial products and indices, particularly:
- Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
- Alternative investments
- Performance reporting calculations and methodologies
- Portfolio management and rebalancing
- How Family Offices, RIAs, investment advisors work
- Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
- Collaborative and able to thrive in a team environment while working independently
- Able to learn quickly and adapt to an expanding environment
Benefits
The base salary range for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Client Delivery Specialist - Associate
Location: Hong Kong
Read Full Description
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 $184 billion in global client assets invested in 1,471 funds, as of March 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team in Hong Kong. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.
Responsibilities
- Financial Reporting and Data Aggregation tools:
- Analyze and explain portfolio performance results
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
- Perform analysis of private equity and hedge fund statements for input into the system
- Work with clients and partners to resolve data issues
- Develop and strengthen client relationships:
- Client onboarding
- Client account setup and training
- Day-to-day support and issue management
- Software maintenance and setup:
- System setup and configuration
- New client setup
- New financial account and asset set-up and classification
- Data feed management
- Create custom reports based on client-specific needs
- Liaise with the vendor partners for enhancements, and system and data issues
- Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
- Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
Qualifications
- 3-5 years of experience in a related field
- Bachelor's degree from an undergraduate program
- Excellent customer service skills and the ability to foster and maintain effective relationships
- Strong understanding of financial instruments
- Experience with RIA/Wealth management policies, procedures, and client service
- Experience working with wirehouses or custodians
- Proactively assess and act upon client and company needs
- Organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools, and applications:
- Able to learn new software quickly
- Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
- Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
- Strong MS Excel and PowerPoint skills
- Basic knowledge of database concepts, and any type of programming
- Working knowledge of Photoshop, HTML design, and/or similar tools
- Knowledge of various financial products and indices, particularly:
- Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
- Alternative investments
- Performance reporting calculations and methodologies
- Portfolio management and rebalancing
- How Family Offices, RIAs, investment advisors work
- Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
- Collaborative and able to thrive in a team environment while working independently
- Able to learn quickly and adapt to an expanding environment
- Fluency in Chinese (both Mandarin & Cantonese) and English required.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital Network, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Client Delivery Specialist - Associate
Location: Stamford, CT, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.
This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.
Responsibilities
- Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.
- Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.
- Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.
- Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.
Qualifications
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- 5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
- Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac
- Strong background working with financial custodial data and proficiency supporting alternative financial instruments
- Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus
- Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus
- Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data
- Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance
- Understanding of Salesforce, Monday.com, Jira, and GitLab
- Comfort working with a geographically dispersed team
- Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed
Benefits
The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Client Delivery Specialist - Associate (Automation)
Location: Stamford, CT, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.
This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.
Responsibilities
- Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.
- Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.
- Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.
- Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.
Qualifications
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- 2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
- Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac
- Strong background working with financial custodial data and proficiency supporting alternative financial instruments
- Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus
- Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data
- Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance
- Understanding of Salesforce, Monday.com, Jira, and GitLab
- Comfort working with a geographically dispersed team
- Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed
- Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus
Benefits
The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Client Solutions - Analyst
Location: Singapore, Central, Singapore
Read Full Description
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 $203billion in global client assets invested in 1,655 funds, as of September 2024.
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 three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital Network is seeking an Analyst on the International Client Solutions Asia Pacific team to contribute to the development and execution of iCapital’s international expansion strategy in the region. In this role, the executive will support the business development activities of iCapital with a primary focus on Banks/Wealth Managers, Asset Managers, and Alternative Asset Managers in the region. iCapital’s rapid international expansion creates an opportunity for a seasoned professional to join a fast-paced, rapid-growth environment.
Responsibilities
- Cultivate and maintain strong internal relationships within iCapital and work closely with other teams (Research & Education, Product Development, Implementation Specialists, Marketing, Legal & Compliance, Investor Relations, Fund Finance, etc.) providing proactive support that enhances our client-focused approach.
- Support the International Client Solutions Asia Pacific team based in Singapore in executing the business development strategy for the region with a focus on Wealth- and Asset Managers.
- Serve as a point of contact for addressing inquiries and requests from clients, showcasing our commitment to delivering superior service.
- Manage diverse support tasks, including coordinating RFPs and DDQs, and effectively managing onboarding of new clients.
- Maintain and update CRM system and ensure that information is accurate and up to date.
- Perform other administrative duties and adhoc initiatives and projects as assigned.
Qualifications
- Strong interpersonal and communication (written and oral) skills.
- Solid academic credentials in relevant field.
- 2 years of solid work experience in the Asset- or Wealth Management industry, and background in client service is preferred.
- An understanding of funds, Private Markets or other Alternative Investments, and Wealth Management distribution model is highly preferred.
- Entrepreneurial approach to managing tasks with excellent problem-solving and analytical skills.
- Highly collaborative, and an initiative-taker who is adaptive, well-organized, detail-oriented and committed to delivering excellent client services.
- Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, are self-motivated, with a hands-on attitude.
- Fluent spoken and written English is essential. Additional Asian languages is/are a plus.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Client Solutions DACH - Vice President
Location: Zurich, Switzerland
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Client Solutions EMEA teamis seeking aVice President (VP) to contribute to the development and execution ofiCapital’sinternational expansion.In this role, you will be a key member of the team and support the business development activities of iCapital with a focus on Wealth Managers based in Germany, Switzerland and Austria (“DACH”). iCapital’s rapid international expansion creates an opportunity for a motivated and energetic professional to join a fast-paced, rapid-growth environment. This position will be based in Zurich.
Responsibilities
- Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in DACH.
- Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.
- Execute Wealth Manager onboarding process from start to finish, working closely with related teams, including Legal & Compliance.
- Nurture strong relationships with clients and prospects.
- Educate clients on Private Markets/Alternatives and articulate iCapital’s solutions and capabilities to clients and partners.
- Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally.
- Build strong internal relationships within iCapital and work closely with other teams (Research & Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal & Compliance, Technology & Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.
- Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients (i.e. banks, multi-family office and independent asset managers).
Candidate Profile
- Solid academic credentials in relevant field.
- 8-10 years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in interacting with clients.
- Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred.
- Proactive approach to managing projects with excellent problem-solving, organizational and analytical skills.
- Strong attention to detail.
- Excellent presentation and verbal/written communication skills, with a professional and positive attitude.
- Highly collaborative, and able to think strategically about business opportunities and client management.
- Language skills: Business proficiency in English, German and French is a must.
- Any experience with CRM software would be welcome.
- Ability to work independently with a strong appetite to work in a fast-growing, collaborative environment.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Client Solutions, FraBeNeLux - Assistant Vice President
Location: Zurich, Switzerland
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Client Solutions EMEA teamis seeking an AssistantVice President (AVP) to contribute to the development and execution ofiCapital’sinternational expansion.In this role, you will be a key member of the team and support the business development activities of iCapital with a focus on Wealth Managers based in France, Belgium, Netherlands and Luxembourg (“FraBeNeLux”) and French-speaking Switzerland. iCapital’s rapid international expansion creates an opportunity for a motivated and energetic professional to join a fast-paced, rapid-growth environment. This position will be based in Zurich.
Responsibilities
- Support the Client Solutions EMEA team in executing the business development strategy for iCapital, covering Wealth Managers in FraBeNeLux and French-speaking Switzerland.
- Develop and manage a robust and sustainable pipeline of prospective Wealth Manager clients.
- Execute Wealth Manager onboarding process from start to finish, working closely with related teams, including Legal & Compliance.
- Nurture strong relationships with clients and prospects.
- Educate clients on Private Markets/Alternatives and articulate iCapital’s solutions and capabilities to clients and partners.
- Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally.
- Build strong internal relationships within iCapital and work closely with other teams (Research & Fund Management, Product Development, Implementation Specialist group, Client Success, Marketing, Legal & Compliance, Technology & Operations, etc.) to achieve the best client outcomes and successful long-term client relationships.
- Serve as the relationship manager and deliver an exceptional client experience for our Wealth Manager clients (i.e. banks, multi-family office and independent asset managers).
Candidate Profile
- Solid academic credentials in relevant field.
- 5+ years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in interacting with clients.
- Adequate exposure to Private Equity and/or other Private Markets asset classes, and an understanding of the distribution model is highly preferred.
- Proactive approach to managing projects with excellent problem-solving, organizational and analytical skills.
- Strong attention to detail.
- Excellent presentation and verbal/written communication skills, with a professional and positive attitude.
- Highly collaborative, and able to think strategically about business opportunities and client management.
- Language skills: Business proficiency in English is a must. Proficiency in French is highly advantageous.
- Any experience with CRM software would be welcome.
- Ability to work independently with a strong appetite to work in a fast-growing, collaborative environment.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Client Solutions Wealth Manager Coverage - Senior Vice President
Location: Singapore, Central, Singapore
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Client Solutions team is seeking a Senior Vice President to help build the company’s presence in Asia andcontribute to the development and execution of iCapital’s international expansion strategy in the region.
In this role, you will be a senior member of the team, and support the business development activities of iCapital with Banks/Wealth Managers in South Asian markets. iCapital’s rapid international expansion creates an opportunity for a seasoned professional to join a fast-paced, rapid-growth environment. This position will be based in Singapore, reporting to the Head of Client Solutions, Asia Pacific.
Responsibilities
- Support the Head of Client Solutions, Asia Pacific in executing the business development strategy with a focus on Wealth Managers.
- Develop and manage a robust and sustainable pipeline of prospective clients.
- Nurture strong relationships with clients and prospects, working through complex negotiations through a multi-constituent sales process.
- Supporting the Client Solutions team, educate clients on Private Markets/Alternatives products and providing update on market trends and analysis, and articulate iCapital’s educational and investment solutions and capabilities to clients and partners.
- Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally.
Qualifications
- Solid academic credentials in relevant field
- +15 years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in developing and managing client relationships is a must.
- Good experience marketing private markets and alternative investment funds to the private wealth segment, and an understanding of the distribution model is highly preferred.
- Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills
- Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels
- Highly collaborative, and able to think strategically about business opportunities and client management
- Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, are self-motivated, with a hands-on attitude
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office fourdays, with the flexibility to work remotely one day (Friday).
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-incAwards Disclaimer:https://www.icapitalnetwork.com/about-us/recognition/
Client Solutions Wealth Managers - Senior Vice President
Location: Hong Kong
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Client Solutions team is seeking a Senior Vice President to help build the company’s presence in Asia andcontribute to the development and execution of iCapital’s international expansion strategy in the region.
In this role, you will be a senior member of the team, and support the business development activities of iCapital with Banks/Wealth Managers in North Asian markets. iCapital’s rapid international expansion creates an opportunity for a seasoned professional to join a fast-paced, rapid-growth environment. This position will be based in Hong Kong, reporting to the Head of Client Solutions, Asia Pacific.
Responsibilities
- Support the Head of Client Solutions, Asia Pacific in executing the business development strategy with a focus on Wealth Managers.
- Develop and manage a robust and sustainable pipeline of prospective clients.
- Nurture strong relationships with clients and prospects, working through complex negotiations through a multi-constituent sales process.
- Supporting the Client Solutions team, educate clients on Private Markets/Alternatives products and providing update on market trends and analysis, and articulate iCapital’s educational and investment solutions and capabilities to clients and partners.
- Provide constant feedback from the field on competitive landscape, investors’ appetite, trends and share with colleagues globally.
Qualifications
- Solid academic credentials in relevant field
- +15 years of solid work experience in the Asset- or Wealth Management industry, with a demonstrated track record in developing and managing client relationships is a must.
- The position needs to be a SFC licensed representative for Type 1 and 4.
- Good experience marketing private markets and alternative investment funds to the private wealth segment, and an understanding of the distribution model is highly preferred.
- Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills
- Excellent presentation and verbal/written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels
- Highly collaborative, and able to think strategically about business opportunities and client management
- Ability to work independently with a strong appetite to work in a fast growing, entrepreneurial environment, are self-motivated, with a hands-on attitude
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office fourdays, with the flexibility to work remotely one day (Friday).
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-incAwards Disclaimer:https://www.icapitalnetwork.com/about-us/recognition/
Client Success Manager - Assistant Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is rolling out our new identity management platform focused on helping highly regulated financial institutions streamline their investor onboarding process including accreditation verification, Know Your Customer (KYC), and Know Your Business (KYB). Our platform offers state-of-the-art solutions that help these institutions comply with regulatory requirements, prevent fraud, and provide seamless, secure user experiences. With an emphasis on automation, security, and scalability, we’re driving innovation in the identity verification and compliance space.
This individual will work closely with our clients to ensure they receive maximum value from our Accreditation, KYC, and KYB services. You will be the trusted advisor, advocate, and primary point of contact throughout the client journey—from onboarding and implementation to ongoing success and optimization. The goal of this position is to ensure that clients not only meet their regulatory requirements but achieve their broader business objectives through the seamless adoption of our suite of identity solutions.
Responsibilities
- Guide clients through the onboarding process, ensuring they have a smooth transition from initial engagement to full platform adoption.
- Serve as the primary point of contact for assigned client accounts. Build and maintain strong, long-term relationships with key stakeholders, including compliance officers, investor relations teams, legal teams, and technical teams at financial institutions and fintech platforms.
- Work closely with clients to drive adoption of our platform’s features, ensuring they fully understand and leverage the capabilities of our KYC/KYB and accreditation solutions to improve their compliance workflows and end-client onboarding processes.
- Identify potential challenges or areas for improvement before they become problems. Provide proactive, high-touch support to ensure that clients are consistently satisfied and that any technical or compliance issues are resolved quickly and efficiently.
- Develop and deliver tailored training sessions, best practices, and educational resources to ensure that clients understand how to maximize the value of the platform.
- Work closely with Product and Engineering teams to relay client feedback and ensure our solutions continue to meet evolving industry needs.
- Stay up to date on KYC, KYB, and AML regulations and provide strategic guidance on how our platform supports compliance across different regions and industries.
- Manage account renewals and upsell opportunities to help drive growth and retention within your book of business.
- Monitor and track client health, usage metrics, and success indicators. Provide regular reports to leadership on account status, adoption rates, and customer satisfaction levels.
Qualifications
- 6+ years in client-facing roles such as Client Success Manager, Account Manager, or Customer Success Manager, preferably in a SaaS or fintech environment. Prior experience with highly regulated industries (e.g., financial services, banking, insurance) is a plus
- Solid understanding of KYC, KYB, and AML processes, and the role they play in financial institutions’ compliance frameworks. Familiarity with relevant regulations such as FATF, GDPR, CDD, EDD, etc
- Exceptional communication skills, both verbal and written. Ability to clearly explain complex regulatory and technical concepts to clients, ranging from compliance officers to executive leadership
- Proven ability to develop and maintain strong trust-based relationships with clients, including both technical and non-technical stakeholders
- Strong analytical thinking and troubleshooting skills to proactively identify potential issues, provide actionable solutions, and ensure client success. Ability to interpret data and client feedback to drive improvements
- Comfort working with SaaS platforms, APIs, and technical integrations. While you don’t need to be an engineer, you should be able to understand technical details, work closely with the technical team, and guide clients on how to integrate our platform with their systems
- Excellent organizational skills with the ability to manage multiple accounts, prioritize tasks, and work on several projects simultaneously in a fast-paced environment
- Experience working with financial institutions, fintechs, or highly regulated sectors is preferred
- Certifications in compliance (e.g., CAMS, ACAMS) or identity management (e.g., Certified Identity Management Professional - CIMP) is preferred
- Knowledge of investor onboarding workflows, biometrics, or AI-powered identity verification technologies is preferred
- Familiar with identity verification vendors or platforms (e.g., Persona, Onfido, Trulioo)
- Experience working with enterprise-level clients in highly regulated sectors is preferred
- Experience working with a CSP tool (i.e. Vitally, Gainsight) is preferred
Benefits
The base salary range for this role is $ 110,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Cloud Architecture - Assistant Vice President
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure Group at iCapital plays a critical role in keeping the all Platform environments running smoothly and securely. As part of the Cloud Architecture Team, the AWS Cloud Engineer will be wearing multiple hats in a highly visible role interacting with several external stakeholders within the business. This AVP/VP role assumes willingness to think like an owner, helping move projects along, provide technical advisory capacities and be pro-active in continually automating and scaling our environment.
Responsibilities
- Act as infrastructure architect with proven experience building secure, automated and scalable AWS infrastructure
- Use a good understanding of DevOps principles and cloud networking to promote and implement AWS best practices and security
- Build, enhance and support EKS clusters, and many other service such as API gateways, Transit Gateway, and other edge and compute services
- Wear an SRE hat, helping to troubleshoot performance and deployment issues as well as improving our monitoring strategies
- Write and update self-service tools used internally by developers.
Qualifications
- 6+ years of DevOps or SRE experience with at least 4 years of AWS experience
- Microservices (Docker, Kubernetes) experience in a production environment is a must
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Able to code in Python or Ruby desired
- Good written and spoken communication skills
- Ability to design and implement complex, but easily-managed, automated infrastructure
- A desire to share, teach and learn as part of a team
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Cloud Architecture - Vice President
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure Group at iCapital plays a critical role in keeping the all Platform environments running smoothly and securely. As part of the Cloud Architecture Team, the AWS Cloud Engineer will be wearing multiple hats in a highly visible role interacting with several external stakeholders within the business. This AVP/VP role assumes willingness to think like an owner, helping move projects along, provide technical advisory capacities and be pro-active in continually automating and scaling our environment.
Responsibilities
- Act as infrastructure architect with proven experience building secure, automated and scalable AWS infrastructure
- Use a good understanding of DevOps principles and cloud networking to promote and implement AWS best practices and security
- Build, enhance and support EKS clusters, and many other service such as API gateways, Transit Gateway, and other edge and compute services
- Wear an SRE hat, helping to troubleshoot performance and deployment issues as well as improving our monitoring strategies
- Write and update self-service tools used internally by developers.
Qualifications
- 10+ years of DevOps or SRE experience with at least 6 years of AWS experience
- Microservices (Docker, Kubernetes) experience in a production environment is a must
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Able to code in Python or Ruby desired
- Good written and spoken communication skills
- Ability to design and implement complex, but easily-managed, automated infrastructure
- A desire to share, teach and learn as part of a team
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Cloud Identity Administrator - Associate
Location: Greenwich, CT, United States; New York, NY, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Cloud IAM Engineer to join the Corporate Technology department, whose mission is to empower individuals across the company with reliable and innovative technology. The Cloud IAM Engineer role is a technical position which will support our governance tools Saviynt and Okta along with Microsoft Entra ID. This role is responsible for managing and maintaining our identity governance platforms, creating and granting access to new users and non-human accounts, creating and maintaining birthright entitlements for departments and roles, leading recertification initiatives, deploying single sign-on applications, troubleshooting access and permission related requests, and maintaining an efficient user lifecycle management program.
In addition to these responsibilities, this role also requires IAM-related governance of our cloud environments and third-party applications which includes reviewing stale access, reducing over-privileged access etc. This role is supported by both the Corporate Technology and the Corporate Applications and Security departments.
Responsibilities
- Drive our IAM governance program as a highly technical individual by managing and maintaining our primary software, Saviynt and Okta.
- Implement and suggest best practices and more efficient workflows within our current environment. Identify gaps and recommend solutions to enhance internal processes.
- Collaborate across iCapital with department leads, management, senior technical engineers, and Information Security to ensure a secure and reliable IAM environment.
- Create and maintain automation pipelines within Saviynt and Okta via built-in tools and Terraform.
- Ensure a reliable user lifecycle management program where you will oversee user provisioning, deprovisioning, and access changes, ensuring accuracy and timeliness.
- Manage employee and service account access within Microsoft Entra ID and across other Corporate Technology owned third-party applications.
- Have a broad understanding of Information Technology, especially in relation to onboarding and offboarding processes.
Qualifications
- Bachelor’s degree in computer science, information technology, information security or equivalent work experience within the Information Technology field
- 4+ years of experience within Identity and Access Management related positions
- 2-4 years of experience with Identity management and governance tools like Sailpoint, Saviynt, Ping, Okta, and Microsoft Entra ID
- Experience with managing and maintaining birthright entitlements and privileged identity management (PIM)
- Experience with SAML and Oauth single sign-on applications within Okta, as well as auto-provisioning and SCIM
- Familiar with directory services and identity federation
- Experience with Terraform and IaC concepts
- Hands-on experience with maintaining role-based access for provisioning and entitlements
- Strong understanding of IAM and cloud governance practices and concepts
- Able to deliver clear and concisely written documentation for internal use across the company
- Able to speak confidently on topics related to the role's responsibilities
- Experience working in a regulated and secure environment where due diligence is required
- Certifications related to cloud platforms or Identity and Access Management are preferred
- Experience with cloud-native security tools and platforms is preferred
- Professional and calm attitude with a willingness to learn and develop towards a senior Cloud IAM Engineer
- Able to work independently when needed as well as work alongside department leaders, senior technical employees, and management level employees
- Excellent communication skills both written and verbal with technical and non-technical audiences
- Strong critical thinking and a detail orientated skillset
Benefits
The base salary range for this role is $100,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Cloud Identity and Access Management (IAM) Engineer - Associate
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Cloud IAM Engineer role sits within the Corporate Technology department whose mission is to empower individuals across the firm with reliable and innovative technology.
The Cloud IAM Engineer role is a technical position which will support IAM functions within iCapital. These will focus primarily on our governance tools Saviynt and Okta along with Microsoft Entra ID. This role is responsible for managing and maintaining our identity governance platforms, creating and granting access to new users and non-human accounts, creating and maintaining birthright entitlements for departments and roles, leading recertification initiatives, deploying single sign-on applications, troubleshooting access and permission related requests, and maintaining an efficient user lifecycle management program. In addition to these responsibilities, this role also requires IAM-related governance of our cloud environments and third-party applications which includes reviewing stale access, reducing over-privileged access etc.
This is a highly technical and visible role which will have a large impact across a fast growing firm. Due to the nature of this role interfacing with department leaders, candidates must have a professional, calm attitude and the willingness to help others. Opportunity to drive IAM governance across our firm and provide input for best practices or ways to streamline various governance controls and policy will provide the right candidate with a highly rewarding path to deepening their technical and communication skills. This role is supported by both the Corporate Technology and the Corporate Applications and Security departments.
Responsibilities:
- Drive our IAM governance program as a highly technical individual by managing and maintaining our primary software, Saviynt and Okta.
- Implement and suggest best practices and more efficient workflows within our current environment. Identify gaps and recommend solutions to enhance internal processes.
- Collaborate across our firm with department leads, management, senior technical engineers, and Information Security to ensure a secure and reliable IAM environment.
- Create and maintain automation pipelines within Saviynt and Okta via built-in tools and Terraform.
- Ensure a reliable user lifecycle management program where you will oversee user provisioning, deprovisioning, and access changes, ensuring accuracy and timeliness.
- Manage employee and service account access within Microsoft Entra ID and across other Corporate Technology owned third-party applications.
- Have a broad understanding of Information Technology, especially in relation to onboarding and offboarding processes.
- Troubleshoot various software issues within our IAM software, Saviynt and Okta.
Qualifications:
- Bachelor's degree in Computer Science, Information Technology, Information Security or equivalent work experience within the Information Technology field.
- Minimum four years of experience within Identity and Access Management related positions.
- 2-4 years of experience with Identity management and governance tools like Sailpoint, Saviynt, Ping, Okta, and Microsoft Entra ID.
- Experience with managing and maintaining birthright entitlements and privileged identity management (PIM).
- Experience with SAML and Oauth single sign-on applications within Okta, as well as auto-provisioning and SCIM.
- Familiarity with directory services and identity federation.
- Experience with Terraform and IaC concepts.
- Hands on experience with maintaining role-based access for provisioning and entitlements.
- Strong understanding of IAM and cloud governance practices and concepts.
- Ability to deliver clear and concisely written documentation for internal use across the firm. Ability to speak confidently on topics related to the role's responsibilities.
- Experience with working in a regulated and secure environment where due diligence is required.
Preferred Qualifications:
- Certifications related to cloud platforms or Identity and Access Management.
- Experience with cloud-native security tools and platforms
Personal Attributes:
- Professional and calm attitude with a willingness to learn and develop towards a senior Cloud IAM Engineer.
- Ability to work independently when needed as well as work alongside department leaders, senior technical employees, and management level employees.
- Excellent communication skills both written and oral with technical and non-technical audiences.
- Strong critical thinking and a detail orientated skillset.
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Compliance, Associate
Location: Toronto, Canada
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Compliance Officer to join the Global Regulatory and Compliance team to support our Compliance team in Canada to ensure adherence to applicable laws, regulations and internal policies. The ideal candidate will have experience the investment management industry and a strong understanding of the Canadian regulatory compliance requirements for investment fund managers. This role will assist with a variety of regulatory activities both at the firm level and for investment vehicles. The individual will provide support for all regulatory and compliance matters for iCapital’s business in Canada. iCapital operates through several different international entities, many of which are licensed to conduct regulated activities. The successful candidate will partner with the business teams to ensure that our Canadian office is operating within the letter and the spirit of the regulations.
Responsibilities
- Assist in the development, implementation, communication, maintenance and monitoring of compliance policies and procedures to ensure adherence to securities regulations (e.g., Ontario Securities Act, NI 31-103, NI 45-106, NI 81-106).
- Foster a culture of compliance across the organization.
- Establish strong working relationships with business partners and other stakeholders.
- Effectively collaborate with various departments, within iCapital, to ensure alignment on compliance issues.
- Liaise with external parties and internal stakeholders for compliance-related matters and corporate governance.
- Support the preparation and filing of regulatory reports, including 45-106F1s, capital market participation fee filings, and other filings.
- Manage the Canada Compliance Calendar and ensure that all due dates and responsible individuals or parties are held accountable.
- Support regulatory audits, inquiries, and inspections by securities regulators, as required.
- Monitor and track regulatory developments and update internal policies accordingly.
- Assist with compliance training and attestations for employees, ensuring ongoing awareness of regulatory requirements and ethical standards.
- Coordinate and organize board meetings, including preparation of packages and minutes.
- Maintain compliance records and support the management of regulatory filings, certifications, and other compliance-related documents.
- Contribute to the implementation and continuous improvement of programs, processes, policies, and tools to meet or exceed regulatory requirements, industry best practices, and/or achieve organizational goals.
- Support the Canada Legal and Compliance team overall and provide back-up for the other members of the iCapital team.
Qualifications
- 3+ years of experience of senior compliance, business controls, operations and regulatory experience with an investment fund manager, portfolio manager and exempt market dealer entity regulated by the Canadian securities authorities
- Compliance expertise in the private fund and investment management space
- Experience with regulatory filings is an asset
- Excellent analytical skills, attention to detail, and ability to interpret regulatory requirements
- Adaptable and entrepreneurial, able to work within the fast-paced, growing and constantly evolving structure of a high-growth company
- Strong written and verbal communication skills
- Able to manage multiple tasks, meet deadlines, and work independently or as part of a team
- Strong computer skills, including MS Suite – Word, Excel, and PowerPoint, DocuSign, etc
- Native-level English communication for collaboration with head office and external, international stakeholders and suppliers
Benefits
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans so of which have a company match. We offer unlimited Paid Time Off (PTO) and 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
Compliance Officer - Assistant Vice President
Location: Hong Kong
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Compliance Officer to join the Global Regulatory and Compliance Team, based in Hong Kong. This role will assist with a variety of regulatory activities both at the firm level and for investment vehicles. The successful hire will play a key role in supporting iCapital’s APAC business by handling regulatory and compliance matters for iCapital’s business in APAC, together with other members of the APAC Regulatory and Compliance team.iCapital operates through a number of different international entities, many of which are licensed to conduct regulated activities. The successful candidate will partner with the business teams to ensure that our APAC offices are operating within the letter and the spirit of the regulations.
Responsibilities
- Support the development of a compliance strategy and guidelines to support the firm’s growth across APAC in a sustainable and compliant way.
- Work closely with senior management, colleagues, regulators, and external partners & stakeholders to anticipate risks to the firm and its clients and mitigate them.
- Develop and implement appropriate policies and procedures as well as internal controls, and test and monitor in the context of the business model to ensure that iCapital meets its regulatory obligations in APAC.
- Act as “Compliance Knowledge Center” within the firm and trusted advisor to Senior Management, providing guidance and training on compliance topics if needed.
Qualifications
- 5+ years of experience in compliance, business controls, operations and regulatory experience with a financial entity regulated by SFC.
- Possess sufficient knowledge of regulations pertaining to SFC’s Type 1, 4 and 9 license.
- General Compliance knowledge in AML/KYC, code of conduct, gifts and entertainment, personal account dealing, compliance monitoring, regulatory reporting etc., in Hong Kong.
- Adaptable and entrepreneurial, able to work within the fast-paced, growing and constantly evolving structure of a high-growth firm.
- In-depth knowledge of cross-border rules and regulations in the APAC region is a plus but not essential.
- Proficiency in English for collaboration with head office and external, international stakeholders and suppliers. Chinese language capability is a plus.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely on Friday.
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/
Compliance, Registered Funds - Associate
Location: New York, NY, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate to join the Regulatory and Compliance team to administer and enhance iCapital’s registered 1940 Act product compliance program. This role will work closely with Legal and Compliance team members on a variety of compliance matters focused on registered funds including assisting with policies and procedures, implementing and maintaining testing programs, reviewing marketing materials, and overseeing regulatory reporting. This individual may also work on similar iCapital matters relating to privately offered funds.
Responsibilities
- Review investment product marketing materials for SEC and FINRA compliance.
- Review registered fund client communications and quarterly reporting.
- Perform registered fund compliance testing and monitoring.
- Assist in maintaining and updating policies and procedures based on new registered fund regulatory developments.
- Assist in conducting company-wide training to meet both SEC and FINRA obligations.
- Facilitate period Fund Board materials and Board reporting
- Monitor industry-wide compliance initiatives as well as important federal, state, and non-U.S. regulatory developments and conduct analyses as to how such developments impact our activities.
Qualifications
- Bachelor's degree in a related field
- 3-5 years of compliance program oversight in the RIA and Investment Company Act of 1940 registered products space with implementation and guideline monitoring experience
- Knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, and applicable FINRA rules
- Experience in investment management, wealth management, or fintech industry, particularly around alternative investments and understanding of compliance restrictions around registered products
- Motivated to learn new topics and work in an evolving business environment
Benefits
The base salary range for this role is $90,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Compliance, Registered Funds - Associate
Location: Greenwich, CT, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate to join the Regulatory and Compliance team to administer and enhance iCapital’s registered 1940 Act product compliance program. This role will work closely with Legal and Compliance team members on a variety of compliance matters focused on registered funds including assisting with policies and procedures, implementing and maintaining testing programs, reviewing marketing materials, and overseeing regulatory reporting. This individual may also work on similar iCapital matters relating to privately offered funds.
Responsibilities
- Review investment product marketing materials for SEC and FINRA compliance.
- Review registered fund client communications and quarterly reporting.
- Perform registered fund compliance testing and monitoring.
- Assist in maintaining and updating policies and procedures based on new registered fund regulatory developments.
- Assist in conducting company-wide training to meet both SEC and FINRA obligations.
- Facilitate period Fund Board materials and Board reporting
- Monitor industry-wide compliance initiatives as well as important federal, state, and non-U.S. regulatory developments and conduct analyses as to how such developments impact our activities.
Qualifications
- Bachelor's degree in a related field
- 3-5 years of compliance program oversight in the RIA and Investment Company Act of 1940 registered products space with implementation and guideline monitoring experience
- Knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, and applicable FINRA rules
- Experience in investment management, wealth management, or fintech industry, particularly around alternative investments and understanding of compliance restrictions around registered products
- Motivated to learn new topics and work in an evolving business environment
Benefits
The base salary range for this role is $90,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Compliance, Registered Funds - Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Vice president to lead its Compliance marketing program for funds registered under the Investment Company Act and to provide support to its growing 1940 Act funds’ business.
Responsibilities will include working with the Business and Compliance teams to develop, review, and approve marketing materials and client communications for iCapital’s registered funds. Marketing of these funds may be done by iCapital’s registered investment advisers, or its affiliated broker-dealer and the candidate must have experience with relevant SEC and FINRA rules, including the SEC’s Marketing Rule and FINRA Rule 2210. In addition, this individual will have hands-on involvement with overall administration of the Compliance team’s registered fund compliance program, including establishing and updating policies and procedures and monitoring and testing of such program.
Responsibilities
- Oversee, manage, and prioritize the compliance review of registered fund marketing materials, client communications, and other materials for SEC and FINRA compliance.
- Establish and implement processes and procedures that facilitate compliance testing and monitoring for marketing related materials and other registered fund compliance initiatives.
- Collaborate across various business lines on new marketing initiatives, providing compliance guidance.
- Maintain and update policies and procedures based on new regulatory developments and new business initiatives.
- Assist in developing and conducting company-wide training to meet both SEC and FINRA obligations.
- Assist in preparing for and responding to inquiries and audits from regulatory authorities.
Qualifications
- 8+ years of experience including experience with SEC and FINRA requirements for marketing registered funds
- Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, SEC Marketing Rule, and FINRA 2210 regulations
- Experience with registered products and alternative investments
- Excellent presentation, communication, and interpersonal skills
- Thrives in a fast-paced environment with a continuous learning mindset
- Self-motivated with robust project management and process development skills
- Series 24 is required
- JD is a plus
Benefits
The base salary range for this role is $155,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Compliance, Registered Funds - Vice President
Location: New York, NY, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Vice president to lead its Compliance marketing program for funds registered under the Investment Company Act and to provide support to its growing 1940 Act funds’ business.
Responsibilities will include working with the Business and Compliance teams to develop, review, and approve marketing materials and client communications for iCapital’s registered funds. Marketing of these funds may be done by iCapital’s registered investment advisers, or its affiliated broker-dealer and the candidate must have experience with relevant SEC and FINRA rules, including the SEC’s Marketing Rule and FINRA Rule 2210. In addition, this individual will have hands-on involvement with overall administration of the Compliance team’s registered fund compliance program, including establishing and updating policies and procedures and monitoring and testing of such program.
Responsibilities
- Oversee, manage, and prioritize the compliance review of registered fund marketing materials, client communications, and other materials for SEC and FINRA compliance.
- Establish and implement processes and procedures that facilitate compliance testing and monitoring for marketing related materials and other registered fund compliance initiatives.
- Collaborate across various business lines on new marketing initiatives, providing compliance guidance.
- Maintain and update policies and procedures based on new regulatory developments and new business initiatives.
- Assist in developing and conducting company-wide training to meet both SEC and FINRA obligations.
- Assist in preparing for and responding to inquiries and audits from regulatory authorities.
Qualifications
- 8+ years of experience including experience with SEC and FINRA requirements for marketing registered funds
- Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, SEC Marketing Rule, and FINRA 2210 regulations
- Experience with registered products and alternative investments
- Excellent presentation, communication, and interpersonal skills
- Thrives in a fast-paced environment with a continuous learning mindset
- Self-motivated with robust project management and process development skills
- Series 24 is required
- JD is a plus
Benefits
The base salary range for this role is $155,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Development and Strategy - Associate
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate to join the Corporate Development team. This role will support the team in evaluating, planning, and executing organic and inorganic strategic initiatives across the company. The role includes working directly with senior leadership and will be pivotal in fostering long term growth at iCapital.
Responsibilities
- Conduct thorough, data-driven quantitative and qualitative analysis to support Corporate Development and Strategy initiatives and recommendations.
- Serve as a key team member in the due diligence process for strategic M&A transactions, managing various workstreams from start to finish.
- Drive the execution of acquisition integration activities across key business functions.
- Perform detailed external market research to identify trends, gather competitive industry intelligence, and screen M&A opportunities.
- Maintain a comprehensive database of industry insights to support strategic analysis and decision-making.
- Prepare and present executive-ready deliverables, including business plans, financial analyses, and industry assessments, with clear, actionable insights.
- Partner with cross-functional teams to develop, recommend, and execute strategic initiatives.
- Collaborate with internal stakeholders across business lines to validate business and financial cases for strategic initiatives.
- Assist with special projects supporting senior management's strategic goals and iCapital's overall business growth.
Qualifications
- Strong intellectual interest in alternative investments, wealth management, and a passion for contributing to the growth of an industry-defining company
- Self-starter with a strong work ethic, integrity, and an all-in mentality, consistently going above and beyond expectations
- Energetic, team-oriented, and highly organized, able to manage multiple complex projects and competing priorities simultaneously
- Proven ability to thrive in fast-paced, high-pressure environments while meeting demanding deadlines
- Previous experience in an entrepreneurial, performance-driven environment, preferably within financial technology, financial services, or a related industry
- Exceptional ability to articulate opinions, write clear and concise strategic materials, and develop impactful presentations on investment opportunities and business recommendations
- Highly collaborative, with a track record of working effectively across organizational lines and with key stakeholders
- Advanced proficiency in Microsoft Excel and PowerPoint, including expertise in financial modeling, valuation techniques, and building executive-level presentations
- Experience working with alternative funds and familiarity with fund structures, operations, and valuation methodologies is a plus
- 2-4 years of relevant experience in corporate development/strategy, investment banking, private equity, management consulting, corporate finance, or law
Benefits
The base salary range for this role is $110,000 to $130,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Development and Strategy - Senior Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced and dynamic Senior Vice President to join the Corporate Development and Strategy team. This key role will be instrumental in driving iCapital’s long-term growth by helping lead the evaluation, planning, and execution of both organic and inorganic strategic initiatives. Working directly with iCapital’s senior leadership, this role will help shape the company’s strategic direction and ensure the successful implementation of key initiatives across the business.
Responsibilities
- Conduct in-depth strategic research, synthesize findings, and present actionable recommendations on new business opportunities to senior leadership.
- Lead rigorous, data-driven analysis, both quantitative and qualitative, to inform and shape Corporate Development & Strategy recommendations.
- Drive idea generation and proactively source new M&A opportunities aligned with the company’s strategic goals.
- Oversee all aspects of the due diligence process for certain strategic M&A processes, managing multiple workstreams to ensure thorough analysis and informed decision-making.
- Plan and execute acquisition integrations, ensuring alignment across business functions to achieve seamless operational success.
- Foster a center of excellence for external market research, competitive intelligence, industry trends, and potential M&A or partnership opportunities across the organization.
- Curate and manage the distribution of comprehensive industry insights, empowering teams across the organization to make data-driven decisions.
- Prepare executive-level presentations, business plans, financial analyses, and industry reports, effectively communicating complex findings to senior leadership both verbally and in writing.
- Partner with internal stakeholders to develop and drive the execution of strategic initiatives, ensuring successful implementation and measurable outcomes.
- Lead special projects for senior leadership, directly supporting iCapital’s strategic business objectives.
Qualifications
- 10+ years of experience in corporate development/strategy, management consulting, investment banking, or private equity
- Experience in an entrepreneurial, performance-driven environment; financial technology or financial services background is essential
- Significant experience leading or supporting M&A, partnerships, and strategic negotiations.
- Strong interest in non-traditional investments, wealth management, and building an industry-defining company
- Proven ability to thrive in fast-paced, high-pressure environments with competing priorities and tight deadlines
- Highly self-motivated with a strong work ethic and an all-in mentality
- Quick learner, adaptable to new industries, business models, and shifting priorities
- Deep understanding of KPIs and their role in strategic decision-making
- Skilled communicator with the ability to create clear, impactful presentations and recommendations (strong PowerPoint proficiency)
- Energetic, team-oriented, and highly organized with experience managing multiple complex projects simultaneously and collaborating with external partners (e.g., investment bankers, legal teams, consultants)
- Solid interpersonal skills with success as an approachable collaborator at all levels of an organization
- Experience with alternative funds, including an understanding of fund structures, operations, and valuation methodologies a plus
Benefits
The base salary range for this role is $200,000 to $240,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Finance, FP&A - Analyst / Associate
Location: Greenwich, CT, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Financial Planning and Analysis (FP&A) Analyst / Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making. The FP&A Analyst / Associate will report into Firmwide FP&A, Assistant Vice President.
Responsibilities
- Support the budgeting and forecasting of the firm’s consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting.
- Assist in preparation of the company’s annual budget process across key financial performance indicators, volume-based inputs and activity and client level detail, while evaluating overall firmwide performance targets.
- Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
- Perform sales analytics to support the business development and growth of the firm globally.
- Support the end-to-end preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
- Assist in completing special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 2-4 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm.
- Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but not required
- Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom preferred but not required.
- Able to work with business, sales and department leads on business performance including budgeting, forecasting and advanced analysis
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
- Advanced skills in Excel and PowerPoint
- Strong organizational, planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $ 70,000 to $ 110,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Finance, Payroll Specialist - Assistant Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital seeks a motivated Payroll professional to join our growing Corporate Finance team. This role will assist the Global Payroll Vice President in managing the company’s current in house and outsourced payrolls, provide payroll insight and services to employees and partners, and help execute related processes and payroll data management.
This individual-contributor position is an outstanding opportunity to gain experience for your payroll career in a global role that rewards versatility, and strong detail-orientation. In addition to payroll administration, this role also offers the opportunity to collaborate on important projects within Corporate Finance.
Responsibilities
- Assist with US, Canada, UK, Hong Kong, Singapore, Portugal, Switzerland, and Japan payrolls.
- Reconcile all changes that affect pay which include salary adjustments, location changes, leaves, and returns, bonuses and commissions, deductions, and one-time payments such as referral awards, relocation stipends, and severance payments.
- Review and finalize timesheets for a small population of US non-exempt employees.
- Manage other pay inputs such as garnishments and deduction corrections as needed.
- Manage the day-to-day relationship with payroll service partners, including correspondence, ad-hoc requests, escalation, and troubleshooting.
- Assist Global Payroll team with reconciling and approving payrolls timely and accurately, in partnership with Corporate Finance.
- Manage ongoing state employment tax requirements with tax providers.
- Assist with global year-end processes to ensure all are accurate and timely.
- Coordinate data for audit responses for periodic internal/external payroll audits and compliance reporting, including 401(k) and Workers Compensation.
- Be the initial point of contact for all payroll-related issues from employees. Monitor a payroll email inbox and educate employees with clear, helpful responses.
- Embrace the opportunity to gain experience with new software and improve key processes.
Qualifications
- 7+ years of proven experience as a Payroll Specialist or similar role managing multi-state payroll. Global experience a plus
- Bachelor’s degree in finance, accounting, or related field of study
- Certified Payroll Certification (CPP) designation is strongly preferred
- In-depth knowledge of payroll processing, payroll taxes, and compliance requirements
- Strong understanding of federal, state, and local payroll regulations and tax laws
- Proficiency in using payroll software and related tools. Experience with automated payroll systems is highly desirable. Dayforce experience is strongly preferred
- Exceptional diligence and accuracy in handling sensitive data
- Excellent analytical, problem-solving, and critical-thinking skills
- Strong communication skills, both verbal and written, with the ability to effectively communicate complex payroll concepts to employees and stakeholders
- Able to maintain confidentiality and manage sensitive information with professionalism and integrity
- High level of organizational skills and the ability to prioritize tasks and meet deadlines
- Continuous learning mindset and willingness to adapt to evolving payroll practices and technologies
Benefits
The base salary range for this role is $ 100,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. 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 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.
Corporate Finance, Reporting Analyst/Associate
Location: Greenwich, CT, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced and versatile Financial Reporting professional to join our Corporate Finance department. This pivotal role offers the opportunity to shape a rapidly growing area of financial reporting, which includes preparation of the annual reports for the Company’s various domestic and international entities. This individual will liaise with third parties including auditors and tax professionals, assisting with the preparation of corporate tax filings, preparing regulatory reports for the Company’s broker-dealer, maintenance of accounting records and files, maintaining SOX compliant internal controls documentation, and more.
This position combines routine financial reporting responsibilities with strategic involvement in ad hoc projects, including complex accounting transactions and the integration of merger and acquisition (M&A) targets. The ideal candidate thrives in a dynamic environment and possesses exceptional interpersonal and analytical skills.
Responsibilities
- Corporate Financial Reporting and Audits:
- Assist with managing day-to-day accounting operations for various domestic and international entities, including booking journal entries and maintaining support schedules.
- Prepare monthly and annual financial statements and notes for entities which require audits.
- Coordinate audits for legal entities and manage communication with auditors.
- Maintain appropriate SOX controls documentation.
- Regulatory Financial Reporting and Compliance:
- Assist with the preparation of monthly, quarterly, and annual financial statements for internal review of legal entities, specifically the broker-dealer and other regulated entities.
- Maintain and enhance variance analysis for legal entities.
- Ensure that all required filings, reports, and regulatory documents for legal entities are completed in a timely manner.
- Corporate Tax:
- Liaise with third-party firms and teams internally to gather information for quarterly and annual tax returns and provisions for various corporate entities.
- Manage timely payment of monthly, quarterly, and annual tax installments.
- Review of tax notices and preparation of certain corporate tax documents.
- Expense Allocation:
- Maintain and effectuate company-wide expense allocation process.
- Implement and maintain internal control frameworks to ensure financial integrity, specifically around the company-wide expense allocation process.
- Financial Corporate Strategy:
- Preparation of memos and financial workbooks relating to complex transactions, including acquisitions and changes in accounting policy.
- Analyze the financial condition of acquirees as part of due diligence for potential acquisitions.
Qualifications
- Bachelor’s or master’s degree in accounting
- CPA certified or a candidate currently in process
- 2+ years of relevant experience in the accounting or auditing field; Exposure to broker-dealers is preferred
- Experience working on corporate tax is a plus
- Exceptional ability in time management, written communications, and a strong aptitude for implementing checks and balances independently
- Advanced Excel skills (e.g., XLOOKUPs, pivot tables, etc.)
- Experience working with or knowledge of General Ledger systems (e.g., Oracle NetSuite, SAP) is preferred
- General US GAAP accounting knowledge
- Self-motivated, flexible, organized, strong verbal presentation skills, detail-oriented, and capable of balancing day-to-day responsibilities with long-term strategic goals
Benefits
The base salary range for this role is $ 70,000 to $ 110,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Finance, Revenue Control - Associate / Assistant Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a skilled and dynamic Associate or Assistant Vice President to join our Revenue Control team within the Corporate Finance organization. This will be a key role in shaping the future of iCapital as we continue to scale and expand into new areas. This positions impact will resonate across various financial activities, from accounting and reporting for revenue on various products to streamlining processes and driving scalability across the Corporate Finance team, as well as other key stakeholders at iCapital. This individual will own various responsibilities including month end close duties, revenue, accounts receivable, treasury management and financial reporting as well as ad hoc projects and analyses.
Responsibilities
Revenue Oversight:
- Perform revenue calculations and controls for various product lines across iCapital, including technology solutions, alternative investments, and structured investments.
- Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances.
- Foster a culture of financial excellence by collaborating with client relationship managers, fund finance teams, finance leadership and external client contacts.
- Review legal agreements and other key documents and understand relevant economic terms as they relate to revenue and reporting and apply that understanding to revenue calculations.
- Support revenue trails tracking, processing, booking and reporting.
Month-End Close:
- Spearhead month-end close processes, preparing revenue calculations and KPIs for technology solutions, structured investments and alternative investments products.
- Calculate and consolidate P&L and Balance Sheet data, ensuring accurate journal entries for various entities.
- Assist with the compilation and maintenance of invoices and accounting files.
- Perform month over month roll forwards for key revenue metrics.
- Assist with the development and maintenance of invoices and accounting files.
- Prepare monthly cash reconciliations.
Driving innovation:
- Support the initiative to enhance efficiency and automation of our existing revenue calculations and invoicing processes, including implementation of a new order-to-cash billing and receivable software.
- Develop insightful reporting and analyses to support business unit and product line leads with actionable insights for performance reporting to management and investors.
- Identify and address process gaps, implement robust internal controls, and improve documentation for internal control processes.
Qualifications
- 4+ years of corporate accounting/public accounting experience within the financial services industry
- Outstanding financial analysis skills and understanding of accounting principles and US GAAP reporting
- Strong ability to apply critical thinking skills to analyze complex issues and propose effective solutions, while consistently maintaining a meticulous attention to detail.
- Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership
- Experience with revenue, treasury management, accounts receivable and payable, and cash reconciliations
- Knowledge of booking journal entries and preparation of financial statements
- Data-driven thinker who can manage large data sets for efficient analyses
- Proficient with Microsoft Office Suite (Excel, PowerPoint, Outlook)
- Excellent oral and written communication skills
- Able to coordinate across teams and departments to complete projects
- CPA license is preferred
- Degree in Accounting is preferred
- Familiar with Oracle NetSuite or other general ledger systems (i.e., Quickbooks) preferred but not required
- Familiar with alternative investments or structured investments preferred but not required
Benefits
The base salary range for this role is $ 90,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. 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 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.
Corporate Finance, Strategic Finance - Associate / Assistant Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.
Responsibilities
- Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
- Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
- Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
- Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
- Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
- Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
- Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 3-6 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
- Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
- Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) preferred
- Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
- Advanced skills in Excel and PowerPoint
- Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and be able to implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Finance, Strategic Finance - Associate / Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.
Responsibilities
- Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
- Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
- Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
- Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
- Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
- Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
- Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 3-6 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
- Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
- Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) preferred
- Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
- Advanced skills in Excel and PowerPoint
- Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and be able to implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Marketing Manager - Assistant Vice President / Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a dynamic and experienced Corporate Marketing Manager to join our Employee Corporate Communications Marketing Team. This role will report to the Head of Strategy and PMO, with responsibility for leading the development and execution of the company's marketing strategy to drive brand awareness and consideration through a variety of initiatives including executing a corporate marketing campaign across channels and audiences. Ultimately, this leader should ensure that the Marketing department’s activities contribute to our company’s long-term success. This role requires a strategic thinker with a proven track record in brand and corporate marketing, excellent leadership skills, and the ability to work collaboratively across departments.
Responsibilities
- Develop and implement comprehensive marketing strategies that align with the company's business objectives.
- Oversee the creation and execution of marketing campaigns, including digital marketing, content marketing, and traditional marketing channels.
- Collaborate with cross-functional teams across the Marketing organization and across iCapital including Sales, Product Development, and Customer Service teams to ensure cohesive and effective marketing efforts.
- Analyze market trends and competitor activities to identify opportunities and threats.
- Manage the corporate marketing budget, ensuring efficient allocation of resources to maximize ROI.
- Measure and report on the effectiveness of marketing campaigns, using data-driven insights to optimize future initiatives.
- Build and maintain strong relationships with key stakeholders.
Qualifications
- 10-15+ years of experience in B2B corporate marketing, with at least 5 years in a senior leadership role.
- Proven track record of developing and executing successful marketing strategies
- Strong leadership and influence skills
- Excellent communication and interpersonal skills
- Able to think strategically and analytically
- Experience in digital marketing, content marketing, and brand management
- Strategic thinker with a results-oriented mindset
- Creative and innovative approach to problem-solving
- Strong business acumen and understanding of market dynamics
- Able to work effectively in a fast-paced, dynamic environment
Benefits
The base salary range for this role is $120,000 to $170,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Corporate Reputation - Vice President
Location: New York, NY, United States
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Corporate Reputation leader to join the Corporate Communications team. This individual will serve as a strategic communications leader responsible for driving global corporate reputation campaigns and partnerships, external communications strategies, and evolve the narratives to enhance and protect iCapital’s reputation. This role requires the highest caliber executive leadership, coaching, and collaboration skills, to work across our complex ecosystem in support of our corporate reputation.
This person will be responsible for driving iCapital’s most strategic narratives aligned with the company’s business goals and ongoing transformation. This leader will manage a hybrid team of professionals supporting external communications, strategic partnerships, sustainability, and will serve as a communications partner for crisis mitigation. This role reports to the Head of Communications and, in partnership with the rest of the Global Communications leadership team, ensures we are delivering holistic communications programs that engage and activate corporate, employee, and technology audiences.
Responsibilities
- Partner to develop and execute comprehensive corporate reputation strategies that align with iCapital’s business objectives and values; manage all aspects of the campaigns, partnerships, and key initiatives.
- Serve as a trusted advisor to senior leaders within iCapital and other business functions, providing strategic counsel on external communication matters.
- Monitor and analyze industry trends, competitive landscape, and public sentiment to proactively identify communication opportunities and risks.
- Partner with Human Resources to support iCapital’s corporate responsibility initiatives, ensuring alignment with the company's values and fostering positive social impact.
- Direct a team of communication professionals, providing guidance, mentorship, and foster a collaborative and innovative work environment.
- Break down silos, ensuring we demonstrate fully integrated comms in everything we do and help bring others along, in our own Communications group and cross-functionally with various departments, with strong communications and influence.
- Manage the PR Agency(s) teams supporting our media relations, key partnerships, and external communications shaping the perceptions of iCapital.
- Create the appropriate KPIs and metric dashboards to measure corporate reputation awareness, favorability and influence within our overall go to market strategies and corporate brand visibility.
Qualifications
- 12+ years of prior corporate reputation management and external communications/corporate communications, experience managing hybrid teams preferably for a financial services or enterprise technology firm
- Former technology industry beat reporter is a plus
- Bachelor’s degree or the equivalent combination of work experience is required
- Demonstrated track record of excellence in the development and execution of external communications and media relations for large asset management, private equity, or enterprise technology firms
- Deep and broad business acumen, solid understanding of iCapital’s business and its technology platform, clients, and the public and private markets
- Passion for communication is a must, with excellent written and verbal skills and strong attention to detail
- Exceptional organizational, strategic thinking, problem solving, project management, and process development skills, with the ability to balance short- and long-term priorities in a fast-paced environment
- Self-starter with sound judgment and strong interpersonal and relationship management skills
- Experience in financial services, technology, fintech, or other fast-moving industries is required
Benefits
The base salary range for this role is $140,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Creative Production Manager - Assistant Vice President/ Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly skilled and experienced Creative Production Manager to join the Content and Storytelling team. This individual will be responsible for overseeing and producing creative projects for the Marketing department, including comprehensive 360 campaigns that encompass video, static, and digital components for both external and internal initiatives. The ideal candidate has a robust background in multimedia production, project management, and extensive experience in producing 360 commercial/B2B financial content.
Responsibilities
- Produce 360 content, including video, collateral, digital ads, fund launch kits, event content, marketing campaigns, etc.
- Oversee the entire production lifecycle from brief to delivery, ensuring all projects are completed on time, within budget, and to the highest quality standards.
- Collaborate with cross-functional teams to produce content, including assessing and defining project scopes, and working with agencies and internal creative teams to bring projects to life.
- Coordinate kick-offs and weekly production meetings to guide teams through the next steps of projects.
- Negotiate project estimates with agencies/freelancers and draft and review scopes of work.
- Onboard and train freelance consultants.
- Submit all content for legal and compliance review and act as the key touchpoint for all subsequent revisions.
- Identify and flag risks proactively that could jeopardize the project's goals and objectives.
- Ensure all content outputs align with brand and style guidelines.
- Develop production schedules, rehearsals, and talent bookings.
- Serve as a back-up tech support for studio productions, including media management and technical support.
Qualifications
- Bachelor’s degree in marketing, communications, video production, or a related field
- 7-10+ years of experience in multimedia production, creative project management, or a similar role within a production department
- Strong understanding of multimedia production processes, including studio shoots, post-production, graphic design, and digital content creation
- Commercial marketing/B2B experience working in the fintech or financial services industry
- Excellent organizational and project management skills, with the ability to manage multiple projects simultaneously
- Knowledge of current trends and best practices in digital marketing and multimedia production
- Experience with project management software such as Monday.com and data asset management systems
Benefits
The base salary range for this role is $120,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
CRM - Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a CRM Vice President to lead strategic initiatives to enhance customer engagement and outcomes. This role will define and support the customer contact strategy, optimize engagement processes, and leverage CRM data for journey mapping and insights. This individual will focus on utilizing data to define and refine persona attributes, aligning marketing and sales efforts with customer behaviors, and enhancing the customer experience through data-driven refinement.
Responsibilities
- Apply strategic use of CRM data, focusing on utilizing customer insights to improve marketing and sales effectiveness.
- Optimize engagement processes and ensure data quality across CRM systems. Create a culture of structured experimentation and iteration to drive growth.
- Define and refine persona attributes, aligning marketing and sales efforts with customer behaviors.
- Enhance the customer experience through data-driven refinement and analytics.
- Help develop and maintain data collection systems and databases to support demand generation efforts.
- Track and monitor data quality initiatives, utilizing marketing automation tools to align identities.
- Enable personalized customer engagement through data-driven insights and strategies.
- Collaborate with cross-functional teams to optimize CRM processes and workflows.
- Implement data governance standards and ensure compliance with data privacy regulations.
- Support the development and implementation of customer surveys.
- Identify opportunities to apply automation to existing workflows.
- Create CRM strategies and models that increase our clients’ relationships with their customers by working at the intersection of customer engagement, business, technology, big data, and content.
Qualifications
- Bachelor’s degree in marketing or related field
- 10-15+ years of relevant marketing experience
- Proven experience in CRM data management and marketing automation
- Strong understanding of data governance and data privacy regulations
- Proficiency in using CRM platforms such as HubSpot, Salesforce, and Snowflake
- Excellent analytical and problem-solving skills
- Strong communication and collaboration skills
- Able to thrive in a fast-paced, dynamic environment
Benefits
The base salary range for this role is $140,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Data Solutions, Business Development - Associate / Assistant Vice President
Location: London, England
Read Full Description
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 $198.8 billion in global client assets invested in 1,634 funds, as of August 2024. The iCapital Data Solutions team is fundamentally changing one of the world’s fastest growing industries – financial reporting. Data Solutions cutting-edge philosophy is revolutionizing finance and technology and the demand for its white glove service is exponentially growing.
Data Solutions combines data science with financial expertise to create a wealth service so revolutionary it is without competitors. Our expert focused financial reporting, technology solutions, and middle office services provide best-of-breed services to Family Offices, Wealth Managers and RIAs, Endowments, and Foundations.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital Data Solutions Team is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Business Development team expanding iCapital’s financial reporting services presence in EMEA and APAC wealth channels.. This team develops relationships with iCapital’s largest clients and prospects, within the RIA and Family Office channel. The Data Solution team offers financial reporting services for the family office and wealth management industry. This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, the candidate will create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.
Responsibilities
- Responsible for identifying and driving new opportunities with both new clients and prospects, and within our existing client base. This responsibility involves close alignment and partnership with our reporting teams and other specialists within our organization.
- Develop new relationships with Wealth Managers, Family Offices, and High Net Worth Individuals.
- Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
- Educate clients on the depth of iCapital’s technology capabilities.
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
Qualifications
- 5+ years of experience in a business development/relationship management capacity
- 5+ years of experience working within financial services or financial technology industry
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to clients
- Experience with Alternative Investments, Structured Investments, and/or Annuities
- Strong experience with performance reporting platforms and associated data management
- Track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels and achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
- Fluency in English is required, other European/Asian languages a plus
Benefits
iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, healthcare, parental leave, and unlimited paid time off (PTO).
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 in-office jobs, based on their function.
For additional information on iCapital, please visit https://www.icapital.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 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.
Demand Generation - Associate
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Demand Generation Associate will manage marketing campaigns and automated journeys to support iCapital’s products and educational offerings. Responsibilities include campaign development, execution, and performance optimization using platforms such as HubSpot and Salesforce. The role also involves implementing personalization strategies and multi-channel workflows to enhance customer engagement and conversion rates.
Responsibilities
- Develop, schedule, and track targeted marketing campaigns using HubSpot, Salesforce, and other marketing orchestration tools.
- Ensure timely delivery of email campaigns and monitor performance metrics.
- Collaborate with Product Marketing, Sales, Brand, and Digital Marketing teams on campaign details, segmentation, and performance.
- Implement personalization and dynamic content strategies to enhance campaign relevance.
- Design and implement automated marketing workflows, including onboarding and nurturing campaigns.
- Optimize campaign performance using AI and business intelligence tools.
- Develop post-event content nurture streams and automate manual email initiatives.
- Create a content calendar to ensure consistent and timely communication with prospects and customers.
- Provide regular reports and insights on campaign performance to stakeholders.
- Provide executional support for ABM programs, including the development and implementation of targeted account-based marketing strategies.
- Monitor and analyze the performance of ABM campaigns, providing insights and recommendations for optimization.
- Execute customer lifecycle marketing strategies, including nurturing streams and journeys, to enhance customer engagement and conversion rates.
- Support messaging and execution of on-platform notifications and tours to guide the user journey.
Qualifications
- Bachelor's degree in a related field
- 3-5+ years of relevant marketing experience
- Strong understanding of email marketing best practices and CAN-SPAM requirements
- Proven experience in B2B email marketing and marketing automation platforms
- Proficiency in using CRM platforms such as HubSpot and Salesforce
- Excellent project management skills with acute attention to accuracy and quality
- Collaborative with strong interpersonal skills and ability to cultivate relationships with colleagues, partners, and clients
- Familiar with financial markets and intellectual curiosity about the industry
- Able to thrive in a fast-paced, rapidly changing environment
Benefits
The base salary range for this role is $90,000 to $105,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
DevOps/Machine Learning Ops Engineer - Assistant Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The DevOps team at iCapital plays a critical role in ensuring smooth, reliable software delivery. As part of the DevOps team, this individual will be wearing multiple hats in a highly visible role interacting with several external stakeholders within the business. This role assumes a willingness to think like an owner, helping move projects along, provide technical advisory capacities and be pro-active in continually automating and scaling our environment.
Responsibilities
- Design, implement, and maintain CI/CD pipelines for machine learning models.
- Collaborate with the Data team to ensure seamless integration and deployment of ML models.
- Monitor and optimize the performance of ML models in production.
- Write and update self-service tools used internally by developers.
- Stay current with industry trends and best practices to drive innovation within the team.
Qualifications
- 6+ years of DevOps experience with 4+ years of AWS experience
- Strong knowledge of CI/CD tools (Gitlab, ArgoCD, Artifactory, etc.)
- GitLab pipeline experience with using components is a plus
- Experience with Microservices (Docker, Kubernetes) in a production environment is required
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Able to code in Python or Ruby is strongly desired
- Good knowledge of IaC tools like Terraform is strongly desired
- Strong problem-solving skills and attention to detail
- Good written and spoken communication skills
- A desire to share, teach and learn as part of a team
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Devops/MLOps Engineer - Assistant Vice President
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The DevOps Group at iCapital plays a critical role in ensuring smooth, reliable software delivery. This role will specialize in Data Engineering projects and MLOps. As part of the DevOps team, the DevOps Engineer will be wearing multiple hats in a highly visible role interacting with several external stakeholders within the business. This AVP role assumes willingness to think like an owner, helping move projects along, provide technical advisory capacities and be pro-active in continually automating and scaling our environment.
Responsibilities
- Design, implement, and maintain CI/CD pipelines for machine learning models.
- Collaborate with the Data team to ensure seamless integration and deployment of ML models.
- Monitor and optimize the performance of ML models in production.
- Write and update self-service tools used internally by developers.
- Stay current with industry trends and best practices to drive innovation within the team.
Qualifications
- 6+ years of DevOps experience with at least 4 years of AWS experience
- Strong knowledge of CI/CD tools. (Gitlab, ArgoCD, Artifactory, etc)
- GitLab pipeline experience with using components a plus
- Microservices (Docker, Kubernetes) experience in a production environment is a must
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Able to code in Python or Ruby strongly desired
- Good knowledge of IaC tools like Terraform strongly desired
- Strong problem-solving skills and attention to detail
- Good written and spoken communication skills
- A desire to share, teach and learn as part of a team
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
DevSecOps Engineer - Assistant Vice President
Location: Greenwich, CT, United States; New York, NY, United States; Princeton, NJ, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure team at iCapital plays a critical role in keeping the production and development environments running smoothly and securely. This role will utilize advanced cloud capabilities to facilitate Platform Infrastructure strategy of market agility and lean operating principles with a strict focus on quality to meet the ever-growing demands of our clients. We are seeking highly collaborative, creative and intellectually curious Platform Engineers who are passionate about forming and implementing cutting-edge cloud computing capabilities. As a Platform Engineer, you will be wearing multiple hats in a highly visible role interacting with all aspects of the business.
Responsibilities
- Proficient in designing, maintaining, and troubleshooting distributed systems, with strong hands-on debugging skills.
- Manage the relationship between the Platform Infrastructure team and the Information Security Team to address and resolve security issues related to the platform, CI/CD pipelines, and development tools.
- Contribute to security best practices by promoting a shift-left approach and fostering a strong security culture within the DevOps/Platform Infrastructure team.
- Develop and maintain tools to support the development environment on MacOS and Linux, with a focus on enhancing developer productivity.
- Maintain site reliability with focus on building highly scalable systems integrating resiliency and high availability at all levels
- Develop software & tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows
- Design and operation of a Kubernetes environment for container management and orchestration
- Experience with distributed systems design, maintenance, and hands-on troubleshooting/debugging skills
Qualifications
- 6+ years of DevOps or SRE experience with at least 4 years of AWS experience
- 6+ years of CI/CD pipeline development in GitLab, GitHub, or similar framework.
- 3+ years of experience with security best practices in AWS, including remediating SecurityHub findings.
- 3+ years of experience with DevSecOps tools, including SAST tools, DAST tools, and SCA tools.
- Microservices (Docker, Kubernetes) experience in a production environment strongly desired
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Working knowledge of databases such as MongoDB, Postgres, DynamoDB.
- Coding beyond simple scripting with strong opinions on maintainable/reusable code in Python, Ruby or Java desired.
- Experience with compute provisioning on a Cloud based platform using Terraform and/or Cloud formation
- Exceptional analytical skills, able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
- Experience building a Microservice based architecture
- Good written and spoken communication skills
- Able to design and implement complex, but easily managed, automated infrastructure
- Enthusiastic about sharing knowledge, teaching, and learning collaboratively within a team environment
- Experience in system tuning and performance testing.
- AWS certifications a plus.
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
4 days:
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
5 days:
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 5 days a week.
Remote:
Employees in this role will work fully remote. 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. 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.
DevSecOps & External Integration - Assistant Vice President
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure team at iCapital plays a critical role in keeping the production and development environments running smoothly and securely. This role will utilize advanced cloud capabilities to facilitate Platform Infrastructure strategy of market agility and lean operating principles with a strict focus on quality to meet the ever-growing demands of our clients. We are seeking highly collaborative, creative and intellectually curious Platform Engineers who are passionate about forming and implementing cutting-edge cloud computing capabilities.As a Platform Engineer, you will be wearing multiple hats in a highly visible role interacting with all aspects of the business.
Qualifications
- 6+ years of AWS Cloud Architecture or Solutions Architect work to include experience integrating solutions that are a monolithic architecture with solutions that are a micro-services architecture.
- 6+ years of DevOps or SRE experience with at least 4 years of AWS experience
- 6+ years of CI/CD pipeline development in GitLab, GitHub, or similar framework.
- 5+ years of Microservices (Docker, Kubernetes) experience in a production environment
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Working knowledge of databases such as MongoDB, Postgres, DynamoDB.
- Coding beyond simple scripting with strong opinions on maintainable/reusable code in Python, Ruby or Java desired.
- Experience with compute provisioning on a Cloud based platform using Terraform and/or Cloud formation
- Exceptional analytical skills, able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
- Experience building a Microservice based architecture
- Good written and spoken communication skills
- Ability to design and implement complex, but easily managed, automated infrastructure
- A desire to share, teach and learn as part of a team
- Expert level knowledge of networking
- Experience in system tuning and performance testing.
- AWS certifications a plus.
How You Will Fulfill Your Potential
- As a member of the Platform Infrastructure team, you will be involved in building highly available solutions across the entire SDLC stack with primary focus on an internet facing fintech site
- You will be responsible for interfacing with companies iCapital has acquired and working with a team of solutions architects to create a roadmap to integrate the acquired company’s offering onto iCapital’s platform.
- You will need to stay up to date with AWS’ latest offerings and provide solutions that align with the latest industry standards.
- Develop software & tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows
- Design and operation of a Kubernetes environment for container management and orchestration
- Experience with distributed systems design, maintenance, and hands-on troubleshooting/debugging skills
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
DevSecOps & External Integration - Vice President
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure team at iCapital plays a critical role in keeping the production and development environments running smoothly and securely. This role will utilize advanced cloud capabilities to facilitate Platform Infrastructure strategy of market agility and lean operating principles with a strict focus on quality to meet the ever-growing demands of our clients. We are seeking highly collaborative, creative and intellectually curious Platform Engineers who are passionate about forming and implementing cutting-edge cloud computing capabilities.As a Platform Engineer, you will be wearing multiple hats in a highly visible role interacting with all aspects of the business.
Qualifications
- 10+ years of AWS Cloud Architecture or Solutions Architect work to include experience integrating solutions that are a monolithic architecture with solutions that are a micro-services architecture.
- 10+ years of DevOps or SRE experience with at least 8 years of AWS experience
- 10+ years of CI/CD pipeline development in GitLab, GitHub, or similar framework.
- 8+ years of Microservices (Docker, Kubernetes) experience in a production environment
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Expert knowledge of databases such as MongoDB, Postgres, DynamoDB.
- Coding beyond simple scripting with strong opinions on maintainable/reusable code in Python, Ruby or Java desired – prior experience as a software engineer strongly desired.
- 5+ years of experience with Terraform
- Exceptional analytical skills, able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
- Experience building a Microservice based architecture
- Good written and spoken communication skills
- Ability to design and implement complex, but easily managed, automated infrastructure
- A desire to share, teach and learn as part of a team
- Expert level knowledge of networking
- Experience in system tuning and performance testing.
- AWS certifications a plus.
How You Will Fulfill Your Potential
- As a member of the Platform Infrastructure team, you will be involved in building highly available solutions across the entire SDLC stack with primary focus on an internet facing fintech site
- You will be responsible for interfacing with companies iCapital has acquired and working with a team of solutions architects to create a roadmap to integrate the acquired company’s offering onto iCapital’s platform.
- You will need to stay up to date with AWS’ latest offerings and provide solutions that align with the latest industry standards.
- Develop software & tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows
- Design and operation of a Kubernetes environment for container management and orchestration
- Experience with distributed systems design, maintenance, and hands-on troubleshooting/debugging skills
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Endpoint Engineering Administrator - Associate
Location: Singapore, Central, Singapore
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
We are seeking a highly skilled and experienced engineer with strong experience proficiency in Microsoft Intune to join our Endpoint Engineering team. The candidate must have experience in deploying, managing, and troubleshooting Windows, Android, and iOS endpoints within a corporate environment. Knowledge of security practices related to MDM management is a plus. This role requires excellent technical expertise and a proactive approach to ensure the seamless operation and security of all endpoint devices across the organization.
Responsibilities:
- Endpoint Management:
- Configure and support endpoint management policies using Microsoft Intune.
- Ensure comprehensive device lifecycle management, from provisioning to decommissioning.
- Enforce endpoint security policies and compliance standards.
- Troubleshoot and resolve complex endpoint-related issues.
- Technology Integration:
- Collaborate with IT and other departments to integrate endpoint management solutions with existing IT infrastructure.
- Evaluate and recommend new technologies and tools to enhance endpoint management capabilities.
- Stay updated on industry trends and best practices related to endpoint management and security.
- Helpdesk Support
- Provide Tier 1 and 2 support to end users.
- Respond to and resolve helpdesk tickets in a timely and effective manner.
- Escalate complex issues to higher-level support or specialized teams as needed.
- Documentation & Reporting:
- Create and maintain detailed documentation for endpoint management processes and procedures.
- Generate and present reports on endpoint performance, security, and compliance metrics.
Qualifications:
- Bachelor’s degree in Information Technology, Computer Science, or a related field.
- Minimum 3-5 years of experience in endpoint engineering or a similar role.
- Proficiency in Microsoft Intune and other endpoint management tools.
- Strong understanding of endpoint security best practices.
- Excellent problem-solving skills and the ability to troubleshoot complex technical issues.
- Exceptional communication and interpersonal skills.
- Relevant certifications (e.g., Microsoft Certified: Endpoint Administrator, ITIL) are a plus.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day.
Join iCapital’s high-growth business in Asia, working both locally and as part of the broader iCapital team. This role, based in Hong Kong, will also provide support to our Tokyo office and our soon-to-open Sydney office, with travel if necessary. The position involves supporting team expansion in the region, contributing to our dynamic and rapidly growing business.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Enterprise Coverage and Business Development, Private Bank and Wirehouse - Senior Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated, outgoing, and experienced Enterprise Coverage and Business Development professional to join the Relationship Management team, focusing on developing iCapital’s enterprise presence with our largest Private Bank and Wirehouse clients. This role plays a key part in managing relationships with these clients as well as driving new business initiatives and delivering innovative products and solutions. This individual will contribute significantly to managing senior relationship touchpoints and lead the development of our GTM strategy across business lines.
This role will conduct market analysis to develop strategies, craft compelling pitch decks and presentations, engage with clients through various channels, negotiate client contracts, and lead implementation efforts to ensure seamless onboarding and integration. This position offers a unique opportunity to contribute significantly across iCapital’s organization and to our success within the wealth management industry.
Responsibilities
- Identify and drive new enterprise opportunities with our existing client base while closely aligning and partnering with our Client Management team and other specialists within our organization.
- Promote a consultative approach to identify and drive new business initiatives across all, or parts, of iCapital’s value proposition.
- Educate clients on the depth of iCapital’s technology capabilities.
- Create and deliver executive presentations and report on key initiatives and business activity.
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
- Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
Qualifications
- 12+ years of experience in a business development/relationship management related role
- 12+ years of experience working within financial services or financial technology industry
- Robust knowledge and experience of Alternative Investments
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
- Series 7 and 63 licenses are preferred
Benefits
The base salary range for this role is $200,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
External Integrations Engineer - Vice President
Location: New York, NY, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure team at iCapital plays a critical role in keeping the production and development environments running smoothly and securely. This role will utilize advanced cloud capabilities to facilitate the Platform Infrastructure strategy of market agility and lean operating principles with a strict focus on quality to meet the ever-growing demands of our clients. iCapital is seeking a highly collaborative, creative and intellectually curious Platform Engineer who is passionate about forming and implementing cutting-edge cloud computing capabilities. This individual will take on diverse responsibilities in a prominent role, interacting with all areas of the business.
Responsibilities
- Build highly available solutions across the entire SDLC stack with primary focus on an internet facing fintech site.
- Interface with iCapital acquired companies and work with a team of solutions architects to create a roadmap to integrate the acquired company’s offering onto iCapital’s platform.
- Keep up to date with AWS’ latest offerings and provide solutions that align with the latest industry standards.
- Develop software and tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows.
- Design and manage a Kubernetes environment for container management and orchestration.
Qualifications
- 10+ years of AWS Cloud Architecture or Solutions Architect work to include experience integrating solutions that are monolithic architecture with solutions that are a micro-services architecture
- 10+ years of DevOps or SRE experience with at least 8 years of AWS experience
- 10+ years of CI/CD pipeline development in GitLab, GitHub, or similar framework
- 8+ years of Microservices (Docker, Kubernetes) experience in a production environment
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Expert knowledge of databases such as MongoDB, Postgres, DynamoDB
- Coding beyond simple scripting with strong opinions on maintainable/reusable code in Python, Ruby or Java is desired and prior experience as a software engineer is strongly desired
- 5+ years of experience with Terraform
- Exceptional analytical skills, able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
- Experience building a Microservice based architecture
- Experience with distributed systems design, maintenance, and hands-on troubleshooting/debugging skills
- Able to design and implement complex, but easily managed, automated infrastructure
- Expert level knowledge of networking
- Experience in system tuning and performance testing
- AWS certifications are a plus
Benefits
The base salary range for this role is $150,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Facilities Coordinator, Analyst
Location: Greenwich, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Facilities Coordinator for our Greenwich, CT location. The Workplace team is pivotal in crafting an inviting and enriching environment for iCapital's workforce. The ideal candidate is service-oriented with a focus on hospitality, excels in dynamic settings, and possesses exceptional written and verbal communication abilities. This position will contribute to the vitality of our Greenwich office by coordinating the day-to-day operations and bolstering employee engagement initiatives. Reporting directly to the CT Office Manager, this role is key in ensuring a seamless workplace experience.
Responsibilities
- Uphold office cleanliness and functionality standards.
- Oversee iCapital’s Greenwich, CT office, approximately 65,000 sq ft including two pantries and various conference rooms.
- Support daily operations:
- Manage and restock inventory of office supplies, snacks, groceries, and beverages.
- Facilitate supply procurement to ensure the office is always fully stocked.
- Coordinate and support in-office catering, meetings, and events.
- Oversee the maintenance of various equipment in the office such as coffee machines and printers.
- Ensure the office and conference rooms remain tidy and secure.
- Address and escalate service requests via the workplace ticketing system, OfficeSpace
- Support the Workplace team with assorted tasks as required.
- Assist in managing office seating arrangements, room allocations, and overall floor plans.
- Serve as a liaison with building management and external vendors, including organizing deliveries and obtaining Certificates of Insurance (COIs).
- Uphold office safety protocols outlined by the company and building management.
- Create a welcoming and organized entry experience for guests and new hires.
- Coordinate onboarding and offboarding tasks with the Talent Acquisition team.
- Aid in planning, setup, and cleanup of both internal and external events.
- Contribute to ad hoc projects as required.
Qualifications
- Able to work in person, Monday-Friday, 9:00 AM – 6:00 PM (times may fluctuate due to facility needs)
- Strong time management and prioritization skills
- Proficient with Microsoft Office Suite and comfortable with learning new tech systems
- Friendly, approachable, and professional demeanor
- Able to maintain composure under pressure
- Participate and cooperate effectively as a team member
- Able to communicate across all levels of the organization in a personable and hospitable manner
- Exert passion and enthusiasm for your work
- Proactive problem-solver with a penchant for implementing process improvements
- Organized, detail-oriented, and able to see the big picture
- Intelligent, quick learner, and self-confident
- Demonstrate a collaborative spirit by actively engaging as a team player
- Present a professional appearance daily
- Able to work in an office and lift to 40 lbs
Benefits
The base salary range for this role is $ 60,000 to $ 70,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
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 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.
Full Stack Engineer - Vice President / Senior Vice President
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Full-Stack Engineer to join the iCapital Identity Platform team. This role will help define and deliver new features for one or more of iCapital's software platforms. This individual will work closely with our Product Management and Design teams throughout the software development process, scoping requirements, reviewing work in progress, and addressing issues found in automated and manual test efforts.
The iCapital Identity frontend uses TypeScript React/GraphQL/Relay. Our backend is Elixir/Phoeni, with a dash of Go and NodeJS, on PostgreSQL. We deploy on AWS, provisioned through Terraform.
Responsibilities
- Leverage an Elixir+Phoenix backend running on Amazon’s latest serverless technologies to power a TypeScript+React frontend.
- Support existing products and features, while helping design and build new ones.
- Design and develop integrations with other platforms within iCapital.
- Collaborate regularly with other stakeholders and partners to solicit requirements, seek feedback and provide updates.
Qualifications
- 10-15+ years of experience in a related field
- Strong understanding of modern browser technology and experience building for the web (HTTP, how cookies work, CSP, CORS, etc) is required
- Strong experience developing full stack web applications
- Experience in a collaborative environment where engineers are expected not only to build great technology, but also to define project vision, specify technical strategy, and always be learning
- Strong relational database fundamentals
- Excellent written and verbal communication skills
- Demonstrable proficiency and a track record of professional success coding in at least one programming language
- Experience with Linux and comfort on the command line
- Experience writing production-ready code in Elixir, TypeScript, JavaScript, Go, or Ruby
- Able to optimize queries for PostgreSQL
- Able to develop with React, Vue, Angular, or LiveView
- Experience deploying on and configuring Amazon Web Services
- Previously serving in a security/penetration testing role
- Querying Google’s BigQuery/large relational datasets
- Technical leadership, team lead or management experience
Benefits
The base salary range for this role is $160,000 to $220,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Fund Accountant - Assistant Vice President
Location: Tokyo Prefecture, Japan
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for the ideal candidate to join growing International Fund Finance team. This role will focus on a work inan accounting team that services a fast-growing sector of the business, including FX hedging operations for newly-created FX-hedged funds. This position will be responsible for servicing open-ended as well as closed-ended access fund vehicles (the “funds”) in conjunction with third-party administrators, and internal support staff in the US and Portugal The ideal candidate will have primary responsibility forall fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Serve as the APAC region accounting and operational specialist for existing and new clients, including review of the NAVs produced by the third-party fund administrators
- Follow internal processes for proper oversight and control
- Foster and maintain good relationships with underlying fund managers, fund administrators, and distributors.
- Partner closely with the APAC fund finance team to contribute to enhancement and automation of the key processes, and develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with other members of the Fund Finance team in the US and Portugal in servicing the funds, as well as Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Day to day point of contact for fund administrators and other service providers, such as auditors, tax service providers, and custodians.
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves including buffer for the FX hedging programme
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Fluent in Japanese and English
- Bachelor’s degree in Accounting, Finance, Economics, Statistics, or another business-related field
- 8+ years of fund accounting, fund administration, or finance operations experience (open-ended as well as closed-ended experience preferred)
- Advanced accounting skills and experience within an audit framework preferred
- Advanced Excel and analytical skills
- Must love numbers!
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail with ability to see the big picture
- 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
- Passion for the application of innovative technology
- Eager to learn new topics and work in an evolving business environment
- Team Player with positive attitude
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office fourdays, with the flexibility to work remotely one day (Friday).
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/
Fund Accountant Japanese Speaker - Assistant Vice President
Location: Hong Kong
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for the ideal candidate to join growing International Fund Finance team. This role will focus on a work inan accounting team that services a fast-growing sector of the business, including FX hedging operations for newly-created FX-hedged funds. This position will be responsible for servicing open-ended as well as closed-ended access fund vehicles (the “funds”) in conjunction with third-party administrators, and internal support staff in the US and Portugal The ideal candidate will have primary responsibility forall fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Serve as the APAC region accounting and operational specialist for existing and new clients, including review of the NAVs produced by the third-party fund administrators
- Follow internal processes for proper oversight and control
- Foster and maintain good relationships with underlying fund managers, fund administrators, and distributors.
- Partner closely with the APAC fund finance team to contribute to enhancement and automation of the key processes, and develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with other members of the Fund Finance team in the US and Portugal in servicing the funds, as well as Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Day to day point of contact for fund administrators and other service providers, such as auditors, tax service providers, and custodians.
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves including buffer for the FX hedging programme
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Fluent in Japanese and English
- Bachelor’s degree in Accounting, Finance, Economics, Statistics, or another business-related field
- 8+ years of fund accounting, fund administration, or finance operations experience (open-ended as well as closed-ended experience preferred)
- Advanced accounting skills and experience within an audit framework preferred
- Advanced Excel and analytical skills
- Must love numbers!
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail with ability to see the big picture
- 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
- Passion for the application of innovative technology
- Eager to learn new topics and work in an evolving business environment
- Team Player with positive attitude
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office fourdays, with the flexibility to work remotely one day (Friday).
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/
Fund Accountant Japanese Speaker - Assistant Vice President
Location: Singapore, Central, Singapore
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for the ideal candidate to join growing International Fund Finance team. This role will focus on a work inan accounting team that services a fast-growing sector of the business, including FX hedging operations for newly-created FX-hedged funds. This position will be responsible for servicing open-ended as well as closed-ended access fund vehicles (the “funds”) in conjunction with third-party administrators, and internal support staff in the US and Portugal The ideal candidate will have primary responsibility forall fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Serve as the APAC region accounting and operational specialist for existing and new clients, including review of the NAVs produced by the third-party fund administrators
- Follow internal processes for proper oversight and control
- Foster and maintain good relationships with underlying fund managers, fund administrators, and distributors.
- Partner closely with the APAC fund finance team to contribute to enhancement and automation of the key processes, and develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with other members of the Fund Finance team in the US and Portugal in servicing the funds, as well as Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Day to day point of contact for fund administrators and other service providers, such as auditors, tax service providers, and custodians.
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves including buffer for the FX hedging programme
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Fluent in Japanese and English
- Bachelor’s degree in Accounting, Finance, Economics, Statistics, or another business-related field
- 8+ years of fund accounting, fund administration, or finance operations experience (open-ended as well as closed-ended experience preferred)
- Advanced accounting skills and experience within an audit framework preferred
- Advanced Excel and analytical skills
- Must love numbers!
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail with ability to see the big picture
- 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
- Passion for the application of innovative technology
- Eager to learn new topics and work in an evolving business environment
- Team Player with positive attitude
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office fourdays, with the flexibility to work remotely one day (Friday).
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/
Fund Administrator Partnership Coverage - Vice President / Senior Vice President
Location: London, England
Read Full Description
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Vice President to focus on managing our relationships with the Fund Administrator service providers of the company’s largest Asset and Wealth Management clients. As part of iCapital’s International Product Development team, this new role will be supporting our continued global expansion. This position will play a key role in assisting with the management, development, and maintenance of our current third-party partnerships, including transfer agents and fund administrators, and will work closely with other team members and functions to broaden and deepen these key business relationships.
This is a critical, technical role for which relevant experience is required, focused on the delivery and ongoing support of iCapital’s full suite of technology and servicing solutions across jurisdictions. This individual will be responsible for developing and executing our company’s strategy in establishing strategic partnerships that extend access to and further embed iCapital and its solutions as part of the Alternative Fund and Wealth Management ecosystems.
Responsibilities
- Create a strategic business plan for operational coverage of our largest service providers and partners including transfer agents and administrators.
- Identify, prioritise and execute on business opportunities for collaboration across the service provider landscape.
- Serve as senior relationship stakeholder for the management of these relationships and integration and execution of partnership proposals.
- Develop and maintain successful working relationships with senior leaders throughout the organisation and promote mutually beneficial relationships.
- Collaborate with all appropriate parties to ensure effective execution of goals and initiatives.
- Collaborate with management to determine internal and external vendor reporting requirements and enforce the delivery of accurate and timely information.
- Where relevant, organise in-person quarterly meetings with partners to review the relationship status, address any current material issues, and discuss business updates and progress opportunities on both sides.
Candidate Profile
- Detailed knowledge of the European/global alternative fund administrator function, operational processes and industry regulatory landscape.
- 8+ years of experience in an administrator, likely to be in business development or relationship management capacity.
- Strong commercial knowledge of industry standards and the competitive process.
- Bring existing relationships and ability to build strong relationships.
- Demonstrated project management and strong detail-orientation.
- Excellent presentation and verbal and written communication skills with demonstrated capabilities to build trust, and strategically manage and influence stakeholders at all levels.
- Entrepreneurial approach to managing projects with excellent problem-solving and analytical skills; able to create simple, compelling narratives for senior audience.
- Highly collaborative, experience working within a matrix global organization, managing and coordinating teams across different locations.
- Positive attitude and strong appetite to work in a fast growing, entrepreneurial environment.
- Self-motivated with a hands-on attitude and steered by high ethical standards.
- Fluency in English required, other languages a positive.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Fund Finance, Registered Funds - Associate / Assistant Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the Hedge Fund Finance team with a focus on registered funds. This role is hands on with operational responsibility for servicing tender offer and interval funds across private equity, hedge, and private credit asset classes in conjunction with third-party administrators. The ideal candidate will additionally manage all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
- Design and implement processes and procedures for servicing the funds. Work in close partnership with the management team to enhance and automate key processes, and to develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Participate in new fund structuring, setup, and onboarding.
- Provide oversight of fund administrators and other service providers, such as auditors, tax service providers, and custodians.
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves.
- Run accounts payable and expense allocation processes.
- Define, update, and maintain operating policies and procedures.
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Work with counsel and CCO to ensure general compliance with fund docs as well as regulatory filings and requirements such as SEC and FINRA.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Bachelor’s degree in accounting, finance, economics, statistics, or another business-related field
- 3+ years of fund accounting, fund administration, or finance operations experience (a focus on alternative investment funds including fund-of-funds and feeder funds preferred but not required)
- Tender offer or Interval Fund experience is preferred
- Private equity or private credit experience is preferred
- Passion for the application of innovative technology
- Advanced accounting skills, experience within an audit framework preferred
- Advanced Excel skills
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail with ability to see the big picture
- 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
- Eager to learn new topics and work in an evolving business environment
Benefits
The base salary range for this role is $90,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Fund Finance, Registered Funds - Associate / Assistant Vice President
Location: Salt Lake City, UT, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the Hedge Fund Finance team with a focus on registered funds. This role is hands on with operational responsibility for servicing tender offer and interval funds across private equity, hedge, and private credit asset classes in conjunction with third-party administrators. The ideal candidate will additionally manage all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
- Design and implement processes and procedures for servicing the funds. Work in close partnership with the management team to enhance and automate key processes, and to develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Participate in new fund structuring, setup, and onboarding.
- Provide oversight of fund administrators and other service providers, such as auditors, tax service providers, and custodians.
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves.
- Run accounts payable and expense allocation processes.
- Define, update, and maintain operating policies and procedures.
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Work with counsel and CCO to ensure general compliance with fund docs as well as regulatory filings and requirements such as SEC and FINRA.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Bachelor’s degree in accounting, finance, economics, statistics, or another business-related field
- 3+ years of fund accounting, fund administration, or finance operations experience (a focus on alternative investment funds including fund-of-funds and feeder funds preferred but not required)
- Tender offer or Interval Fund experience is preferred
- Private equity or private credit experience is preferred
- Passion for the application of innovative technology
- Advanced accounting skills, experience within an audit framework preferred
- Advanced Excel skills
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail with ability to see the big picture
- 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
- Eager to learn new topics and work in an evolving business environment
Benefits
The base salary range for this role is $75,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Fund Monitoring - Associate
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Fund Monitoring Associate to join the Fund Monitoring Reporting and Governance team. This individual will be responsible for conducting ongoing investment monitoring for private market fund investments across the iCapital platform. Over time, this role will also involve presenting investment updates to both internal stakeholders as well as wealth advisors and their clients.
Responsibilities
- Monitor feeder and underlying fund performance across iCapital’s private equity, private credit, and real asset offerings.
- Prepare clear and concise call summaries and talking points.
- Prepare performance analytics and fund-level financial modeling.
- Keep track of broader macro thoughts and trends through interactions with iCapital’s fund managers.
- Attend Annual General Meetings (AGMs) on behalf of iCapital.
- Maintain and update internal fund monitoring database.
- Communicate fund investment updates effectively to both internal and external stakeholders.
- Prepare materials and analysis for use by Governance colleagues on select projects, including secondary sales and investment oversight decisions.
Qualifications
- Bachelor’s Degree, progress toward CFA or CAIA is preferred
- 2-5 years of relevant experience; private equity firm, investment banking, fund of funds, fintech, or investment consultant experience is a plus
- Strong verbal and written communication skills
- Experience with financial analysis and modeling. Proficiency in Excel is required, familiarity with valuation methodologies (DCF, peer comps, etc.) is a plus
- Interest and willingness to learn about the alternative investment landscape
- Excellent organizational skills and attention to detail
- Able to travel up to 10% of the time
Benefits
The base salary range for this role is $90,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Fund Operations - Vice President
Location: New York, NY, United States
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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 $200 billion in global client assets invested in 1,244 funds, as of September 2024
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
iCapital is looking to hire a Fund Operations Vice President to join our Client Operations and Reporting team. This role will report into the Head of Fund Operations and will be largely involved with new fund launch operations and will be expected to represent the team on various new fund pipeline meetings both with internal teams and those with external service providers; fund administrators, bank/custodians, vendors, etc. The role will involve frequent, proactive communication and coordination with fund managers and their counsel to ensure successful closing into underlying funds for our feeder fund commitments.
The ideal candidate will be responsible for managing middle office operations, effective delegation and prioritization of deliverables, and the training, development and mentorship of junior team members.
Responsibilities
- Manage operational processes for new private equity and hedge funds:
- Provide set-up for international product distribution.
- Execute underlying fund commitments.
- Participate in new fund pipeline meetings and monitoring upcoming funds, raising operational concerns where necessary.
- Partner closely with Fund Origination, Legal, Finance, Investor Relations teams to ensure operations are in place to launch products per the targeted timelines.
- Facilitate ongoing support of private equity and hedge funds operations to execute manager trades, and other middle office functions.
- Ensure scalability and integrity of day-to-day operations by collaborating with key stakeholders, optimizing team processes, implementing best practices, driving, and analyzing metrics, and maintaining workflow documentation.
- Develop and maintain strong relationships with external counterparties and other service providers and assist with vendor management, including vendor selection, reviewing agreements, fee analysis and negotiation, onboarding, building, and monitoring KPIs; collaborate with vendors and key stakeholders to resolve operational challenges.
- Liaise with senior team members on Product Management and Technology teams to collaborate on high-visibility, long-term technological projects to automate, enhance and scale our capabilities; provide detailed project updates and timelines.
Qualifications
- Accounting and/or finance background required
- 8-12 years of relevant work experience
- Excellent interpersonal, written, and verbal communication skills, including the ability to work well with cross-functional teams as a leader and collaborator
- Superior organizational skills and able to multitask in a fast-paced, dynamic work environment; work well under pressure with aptitude to prioritize appropriately when faced with competing demands, tasks, and issues
- Possess an entrepreneurial spirit; strong leadership skills and commitment to building out team processes
- Meticulous attention to detail with special focus on operational risk mitigation
Benefits
The base salary range for this role is $145,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Fund Origination - Assistant Vice President
Location: Greenwich, CT, United States
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a talented and driven Fund Origination professional to support its growing registered and direct fund business. This is a newly created role within the Client Success organization and will report into a Vice President on the Fund Origination team. This position will focus on manager onboarding and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. These will primarily be products created by third-party alternative asset managers that are looking to utilize the iCapital technology to facilitate the subscription and reporting processes for the wealth management channel. This team stands at the heart of iCapital’s growth into new markets and fund structures.
Responsibilities
- Lead new registered and direct onboarding projects, working across the organization to ensure on-time and successful completion.
- Collaborate with key clients, including asset managers, wealth managers, and their service providers such as attorneys, fund administrators, and transfer agents, to communicate processes, recommend best practices, and manage the project to successfully launch their funds on the iCapital platform.
- Drive prioritization and support building procedures within the iCapital ecosystem related to adding new funds, product structures, expanding product distribution channels and lifecycle management.
- Represent the company as a subject matter expert on the platform and the products we support.
- Leverage experience to help shape iCapital’s service offering across various fund structures.
- Prepare and present new funds to various decision-making groups.
- Assist in various ad hoc fund launch activities.
- Help drive the rollout of new platform functionality impacting the fund launch and lifecycle management process.
Qualifications
- Bachelor’s degree in finance, business, or another related field
- 5+ years of product management and/or development experience with exposure to fund administration, fund management or custodial relationships
- Experience in alternative investments with a focus in various fund structures is required
- Positive attitude and a desire to work in a fast-moving entrepreneurial environment
- Willingness to learn and adapt to new responsibilities
- Detail-oriented, self-starter that is accustomed to project work with tight deadlines
- Able to handle multiple tasks and prioritize assignments
- Strong knowledge of Microsoft Office
- Strong verbal and written communication skills
- Strong analytical skills
Benefits
The base salary range for this role is $ 100,000 to $ 150,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. 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 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.
Fund Origination - Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Fund Origination Assistant Vice President to support its growing alternative investments feeder fund business. This role will report into a Senior Vice President on the Fund Origination team. This individual will focus on new product development, product structuring, manager onboarding and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. Primarily, these will be funds created to invest into or alongside specified 3rd-party alternative asset managers “feeder” or “conduit” funds for the wealth management channel. This team stands at the heart of iCapital’s growth into new markets and fund structures.
Responsibilities
- Support projects related to onboarding new funds and working across the organization to assure on-time and successful completion.
- Prepare fund marketing materials with the appropriate information, including updates.
- Coordinate with the internal Compliance and Legal teams on review and approvals.
- Assist with the preparation and coordination of materials related to new fund approvals and new fund launches.
- Prepare and disseminate project progress notes.
- Input and update fund governance details on a regular basis.
- Assist in various ad hoc fund launch activities.
- Work with key wealth management clients and their service providers (attorneys, fund administrators and transfer agents), communicating processes and requirements, recommending best practices and leading overall project management to launch their funds on the iCapital platform.
Qualifications
- Bachelor’s degree in finance, business, or another related field
- 5+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships
- Experience in alternative investments with a focus on various fund structures is required
- Positive attitude, and a desire to work in a fast-moving entrepreneurial environment
- Willingness to learn and adapt to new responsibilities
- Detail-oriented, self-starter that is accustomed to project work with tight deadlines
- Able to handle multiple tasks and prioritize assignments
- Strong knowledge of Microsoft Office
- Strong verbal and written communication skills
- Strong analytical skills
Benefits
The base salary range for this role is $ 100,000 to $ 150,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday. 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 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.
Fund Reporting - Analyst / Associate
Location: Greenwich, CT, United States; New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an Analyst or Associate to join the Fund Reporting team. This role will be responsible for the preparation and distribution of investor communications, with an emphasis on client reports for private equity feeder fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients. This individual will have constant interaction with industry leading Wirehouses as well as investment and accounting professionals at the underlying private equity and hedge funds.
Responsibilities
- Work on a team of investment professionals who are responsible for the preparation and review of quarterly client reporting with respect to feeder funds in private equity, real estate, secondary, and credit fund-of-funds currently under management:
- Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates.
- Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. Liaise with administrators to determine correct quantitative data for reporting purposes and be able to understand portfolio company performance and fund valuation drivers.
- Coordinate internal Compliance review and approvals.
- Ensure timely distribution of reports to clients and relationship managers.
- Review monthly hedge fund fact card reporting.
- Draft wording for capital call and distribution notices to investors.
- Maintain communication with underlying financial sponsors regarding portfolio company activities and their impact on valuation.
- Coordinate periodic investment portfolio and valuation reviews with other members of the team.
- Serve as the Private Equity product specialist in connection with requests for information from relationship managers and clients (i.e. regarding fund performance, capital calls, and other fund-related activities) as well as fund performance update meetings.
Qualifications
- 1-5 years’ experience, preferably with hedge fund, private equity, and/or real estate industry, and open to recent graduates with relevant experience
- Previous experience in report writing, investor communications, and business writing skills are preferred
- Motivated, detail-oriented, and must be able to independently solve problems
- Microsoft office skills required (Word, Excel, PowerPoint). Strong knowledge of Excel with experience of manipulation and presentation of data
- Strong communication skills are essential
- Able to handle multiple tasks and prioritize assignments with excellent time management skills
- Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
Benefits
The base salary range for this role is $70,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Global Benefits - Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Vice President of Global Benefits to oversee global benefits management and strategic execution of functional initiatives. Reporting to the Global Head of Total Rewards, this role collaborates with internal and external partners to align benefits with iCapital’s values and culture.The role ensures effective and efficient operations for global benefits while optimizing benefits investment.
Responsibilities
- Partner with the Head of Total Rewards on develop, maintain and scale global benefits strategies while providing benefits that meet the varied needs of employees, local regulations, company culture, and business requirements.
- Provide leadership and oversight of benefit vendors (i.e. brokers, consultants, insurance carriers, record-keepers), trustees and other administrative and/or legislative agencies; evaluate and recommend outside business partners based on performance and value to support iCapital’s benefit requirements.
- Organize, create, and maintain standard operating procedures, including system and process documentation.
- Successfully oversee the integration and harmonization of benefits packages for colleagues joining iCapital through acquisition.
- Utilize data analytics to assess the effectiveness of benefit programs, using benchmarking and market positioning to identify areas for improvement.
- Develop and manage cost-effective ways to attain and administer global benefit programs in locally relevant ways.
- Maintain documentation and reporting requirements related to benefits programs, ensuring all programs comply with local labor laws and regulations across regions.
- Prepare and present reports to functional senior leadership, providing insights and recommendations on total rewards strategies.
- Develop communication tools and documents, driving effective communication of benefit strategies and programs.
Qualifications
- 10+ years of experience in benefits management, with a focus on building and managing business aligned benefit programs; preferably gained while working for a global organization
- Strong knowledge of US and global benefits best practices, regulations and trends
- Excellent analytical skills, with the ability to interpret complex data and present findings effectively
- Proven ability to manage multiple projects and proven flexibility to adapt to changing business needs and priorities
- Exceptional communication and interpersonal skills, capable of working collaboratively across cultures and functions
Benefits
The base salary range for this role is $155,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Global Due Diligence Support, Analyst
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Global Due Diligence Support Analyst to join our growing Global Proposal Management team within the Firmwide Analytics and Initiatives department. This is a critical role in supporting client relations and proposal writing within the company. This role will support the completion of Requests forProposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other client inquiries. This individual will develop and build strong cross-functional relationships with Business Development, Legal, Compliance, Finance, InfoSec, Product and other subject matter experts. The ideal candidate will have excellent organizational skills, strong writing abilities, the ability to coordinate cross-functional teams, strong attention to detail, and the ability to thrive in a fast-paced environment.
Responsibilities
- Assist in the preparation and completion of DDQs, RFPs, and RFIs.
- Collaborate with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.
- Maintain and contribute to a comprehensive content library to streamline future proposal efforts.
- Coordinate necessary materials from stakeholders to assist with client calls.
- Support the tracking and reporting of proposal activity, success rates, and client feedback.
- Assist in process improvement initiatives to streamline RFP/DDQ workflows and response efficiency.
Qualifications
- Bachelor's degree in a relevant field is required
- 0-2 years of experience in RFPs, DDQs, client reporting, or a similar function in financial services/ internship experience
- Strong writing, editing, and analytical skills
- Able to manage multiple projects under tight deadlines with strong attention to detail.
- Excellent project management skills with the ability to manage multiple time-sensitive projects simultaneously
- Strong written and verbal communication skills, with the ability to articulate complex ideas and solutions in a clear and compelling manner
- Team-oriented mindset with strong communication and interpersonal skills
- Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with RFP software (e.g., Responsive, Loopio, Qvidian) is a plus
Benefits
The base salary range for this role is $70,000 to $75,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Global Lead of AML/KYC Operations - Senior Vice President
Location: New York, NY, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is building a transformative and reusable AML/KYC passport to provide a scalable, end-to-end solution to onboard investors, verify identities, and monitor transactions in alternative investments. We are seeking a proven leader with operational experience to build out a team and develop an enterprise-wide anti-money laundering and economic sanctions program consistent with applicable laws, rules, and regulations.
Responsibilities
- Work with the Product team to develop and implement a technological, state-of-the-art process to onboard and validate investors, monitor transactions, and conduct ongoing surveillance for a global client base.
- Establish and evolve a risk model and related tools to help identify potential money laundering operations and reduce overall risk.
- Have a detailed understanding of relevant laws, rules, and regulations relating to AML and sanctions on a global basis.
- Develop, implement, and/or enhance risk-based processes for onboarding investors, transaction monitoring, customer risk rating, and name screening.
- Build and supervise investor onboarding, transaction monitoring, and surveillance team that is responsible for investor onboarding and validation, monitoring, and performance reporting.
- Develop metrics and analytic frameworks to support ongoing financial crime risk mitigation strategies.
- Engage in cross-departmental collaboration with internal stakeholders to develop, position, and market the AML/KYC passport.
- Engage with external stakeholders, including potential customers and regulators, regarding the AML/KYC passport and associated processes.
- Provide thought leadership on possible improvements to both monitoring technology and other non-IT elements of identifying unusual activity.
- Provide thought leadership on the use of non-rule-based surveillance technologies (e.g., artificial intelligence).
Qualifications
- 10+ years of deep expertise in AML/KYC/sanctions operations, with significant experience with client onboarding as well as using transaction monitoring, customer risk rating, and name screening tools including watch list software, and technology for US and non-US investors
- Strong leadership and team management skills, with a proven ability to lead and develop high-performing teams
- Excellent written and verbal communication skills, with keen attention to detail and the ability to produce clear, concise reports
- In-depth knowledge of AML regulations, financial crime compliance, and relevant industry best practices
- Experience working within the financial services, fintech, or fund administration industries
- Strong analytical skills, with the ability to make data-driven decisions and prioritize risks effectively
- Adaptable to new technologies and work processes
- Certified Anti-Money Laundering Specialist (CAMS) certification is preferred
Benefits
The base salary range for this role is $200,000 to $240,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Global Lead of AML/KYC Operations - Senior Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is building a transformative and reusable AML/KYC passport to provide a scalable, end-to-end solution to onboard investors, verify identities, and monitor transactions in alternative investments. We are seeking a proven leader with operational experience to build out a team and develop an enterprise-wide anti-money laundering and economic sanctions program consistent with applicable laws, rules, and regulations.
Responsibilities
- Work with the Product team to develop and implement a technological, state-of-the-art process to onboard and validate investors, monitor transactions, and conduct ongoing surveillance for a global client base.
- Establish and evolve a risk model and related tools to help identify potential money laundering operations and reduce overall risk.
- Have a detailed understanding of relevant laws, rules, and regulations relating to AML and sanctions on a global basis.
- Develop, implement, and/or enhance risk-based processes for onboarding investors, transaction monitoring, customer risk rating, and name screening.
- Build and supervise investor onboarding, transaction monitoring, and surveillance team that is responsible for investor onboarding and validation, monitoring, and performance reporting.
- Develop metrics and analytic frameworks to support ongoing financial crime risk mitigation strategies.
- Engage in cross-departmental collaboration with internal stakeholders to develop, position, and market the AML/KYC passport.
- Engage with external stakeholders, including potential customers and regulators, regarding the AML/KYC passport and associated processes.
- Provide thought leadership on possible improvements to both monitoring technology and other non-IT elements of identifying unusual activity.
- Provide thought leadership on the use of non-rule-based surveillance technologies (e.g., artificial intelligence).
Qualifications
- 10+ years of deep expertise in AML/KYC/sanctions operations, with significant experience with client onboarding as well as using transaction monitoring, customer risk rating, and name screening tools including watch list software, and technology for US and non-US investors
- Strong leadership and team management skills, with a proven ability to lead and develop high-performing teams
- Excellent written and verbal communication skills, with keen attention to detail and the ability to produce clear, concise reports
- In-depth knowledge of AML regulations, financial crime compliance, and relevant industry best practices
- Experience working within the financial services, fintech, or fund administration industries
- Strong analytical skills, with the ability to make data-driven decisions and prioritize risks effectively
- Adaptable to new technologies and work processes
- Certified Anti-Money Laundering Specialist (CAMS) certification is preferred
Benefits
The base salary range for this role is $200,000 to $240,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
GP Business Development – Assistant Vice President / Vice President
Location: Greenwich, CT, United States; New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US Asset Management Channel. This team develops and manages relationships with iCapital’s largest clients, and prospects, within the Asset Management and General Partner community. This role is instrumental in growing our client base and expanding the company’s presence. This individual is expected to drive the acquisition of new clients, while driving new business initiatives with existing clients. This person is expected to analyze the market and develop strategies for new client acquisition, create and deliver compelling presentations, help negotiate contracts, and prioritize opportunities with existing clients.
Responsibilities
- Identify and drive new opportunities with prospects based on market analysis and execute using a consultative approach to client engagement.
- Respond to inbound inquiries, vet opportunities, and respond appropriately.
- Identify, prioritize, and drive new opportunities with our existing client base. This responsibility involves close alignment, and partnership, with our Client Management team and other specialists within our organization.
- Highlight iCapital’s fund creation and technology capabilities in one-on-one and group settings, including industry conferences.
- Provide detailed pipeline updates and reports to be shared with company management, our Client Management teams and other interested internal stakeholders.
- Provide detailed pipeline updates and reports to be shared with company management, our Client Management teams, and other interested internal stakeholders.
- Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
Qualifications
- 5-10 years of experience in a business development/relationship management capacity
- 5-10 years of experience working within financial services or the financial technology industry
- Comprehensive understanding and experience at the intersection of private asset management and wealth management
- Command of the evolving private fund offering landscape including the expanding set of registered, evergreen private asset funds across the different asset classes
- Able to deliver a complex and varied product set and/or a technology product offering to enterprise clients
- Strong experience and understanding of alternative investments
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
- Series 7 and 63 licenses are preferred
Benefits
The base salary range for this role is $145,000 to $195,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Head of Business Development, Institutional Client Coverage - Senior Vice President / Managing Director
Location: New York, NY, United States
Read Full Description
About the Role
iCapital is seeking a highly motivated, outgoing, and experienced sales and business development professional to develop iCapital’s enterprise presence in the Institutional Client channel(Endowments and Foundations, Pensions and Family Offices). The leader of this team will develop and manage relationships across the Institutional Client landscape and will be instrumental in growing and expanding the company’s presence and client base. This individual will drive new business initiatives and lead the development of our GTM strategy. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts.
Responsibilities
- Drive enterprise adoption of our technology platform and infrastructure.
- Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings.
- Centralize client coverage efforts and ensure team alignment to support client needs.
- Educate clients on the depth of the technology’s capabilities and drive new mandates and business activities.
- Create and deliver executive presentations and report on key initiatives and business activity.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Conduct platform and system demonstrations for new prospects, manage responses to RFPs, and collaborate with internal and external cross-functional teams on client launches and strategic initiatives.
- Collaborate with other relationship managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
Qualifications
- 10+ years of experience in a business development/relationship management related role
- 10+ years of experience working within financial services or financial technology industry
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to enterprise clients
- Robust knowledge and experience with alternative investments, specifically the Endowments and Foundations space.
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
- Series 7 and 63 licenses are preferred
Benefits
The base salary range for this role is $200,000 to $275,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Head of Registered Fund Solutions - Senior Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s US Alternative Investment Distribution team is looking to hire an Alternative Investment Specialist to support a new series of accredited investor focused offerings that are created in partnership with some of the world’s leading alternative assets managers. This individual would lead a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks, and wire-houses. This role will report to the Head of US Alternative Investment Distribution.
Responsibilities
- Act as a player-coach, leading a team of three and actively contributing, providing both strategic direction and hands-on support.
- Develop a comprehensive capital raising plan for covered geography, channels, firms, and advisors.
- Work with adjacent iCapital businesses and asset manager partners to educate advisors on related asset classes and new offering(s) through centralized and local tactics.
- Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.
- Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.
- Travel regularly in the market to attend industry conferences and meet with key clients and prospects.
Qualifications
- 15+ 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)
- Willing to work on a commissioned-based sales plan after a ramp-up period
- Exceptional communication, organizational and interpersonal skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Series 7 and 63 licenses are required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $150,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Head of Registered Fund Solutions - Senior Vice President
Location: New York, NY, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s US Alternative Investment Distribution team is looking to hire an Alternative Investment Specialist to support a new series of accredited investor focused offerings that are created in partnership with some of the world’s leading alternative assets managers. This individual would lead a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks, and wire-houses. This role will report to the Head of US Alternative Investment Distribution.
Responsibilities
- Act as a player-coach, leading a team of three and actively contributing, providing both strategic direction and hands-on support.
- Develop a comprehensive capital raising plan for covered geography, channels, firms, and advisors.
- Work with adjacent iCapital businesses and asset manager partners to educate advisors on related asset classes and new offering(s) through centralized and local tactics.
- Guide iCapital Marketing and Research teams to create collateral, support calls and webinars and product focused campaigns.
- Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.
- Travel regularly in the market to attend industry conferences and meet with key clients and prospects.
Qualifications
- 15+ 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)
- Willing to work on a commissioned-based sales plan after a ramp-up period
- Exceptional communication, organizational and interpersonal skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Series 7 and 63 licenses are required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $150,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Hedge Fund Finance - Senior Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for the ideal candidate to join the Hedge Fund Finance Management team in a Senior Vice President role. This role will be responsible for managing an accounting team that services a fast-growing sector of the business. This individual will be responsible for servicing hedge fund of fund, direct, and access fund vehicles (the “funds”) in conjunction with third-party administrators. They will also manage all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
- Design and implement processes and procedures for servicing the funds. Partner closely with the management team to enhance and automate key processes, and develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Participate in new fund structuring, setup, and onboarding.
- Monitor fund compliance with the partnership operating agreement terms.
- Provide oversight of fund administrators and other service providers, ensure timely and accurate processing of financial reporting and capital activity deliverables
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves.
- Run accounts payable and expense allocation processes.
- Define, update, and maintain operating policies and procedures.
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Work with counsel and Chief Compliance Officer to ensure general compliance with fund docs as well as regulatory filings and requirements such as SEC and FINRA.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Bachelor’s degree in accounting or finance
- 13+ years of fund accounting, fund administration, or finance operations experience with a focus on alternative investment funds including fund-of-funds and feeder funds
- Advanced degree and/or credentials, such as CPA designation is a plus
- Passion for the application of innovative technology
- Advanced accounting skills and experience within an audit framework is preferred
- Advanced Excel skills
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail and able to see the big picture
- 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
- Eager to learn new topics and work in an evolving business environment
Benefits
The base salary range for this role is $170,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Hedge Fund Finance - Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for the ideal candidate to join the Hedge Fund Finance Management team in a Vice President role. This role will be responsible for managing an accounting team that services a fast-growing sector of the business. This individual will be responsible for servicing hedge fund of fund, direct, and access fund vehicles (the “funds”) in conjunction with third-party administrators. They will also manage all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables.
Responsibilities
- Build and maintain relationships with underlying fund managers, fund administrators, and distributors.
- Design and implement processes and procedures for servicing the funds. Partner closely with the management team to enhance and automate key processes, and develop and enhance product, management, and other reporting, targeting both efficiency and scale.
- Work closely with Investor Relations, Product, Legal and Compliance, Technology, Sales, and Marketing teams to support fund operations.
- Participate in new fund structuring, setup, and onboarding.
- Monitor fund compliance with the partnership operating agreement terms.
- Provide oversight of fund administrators and other service providers, ensure timely and accurate processing of financial reporting and capital activity deliverables
- Monitor cash positions and liquidity of investments, reconciliations, and manage cash reserves.
- Run accounts payable and expense allocation processes.
- Define, update, and maintain operating policies and procedures.
- Liaise with funds’ custodian and funds’ bank, as well as other counterparties as needed.
- Work with counsel and Chief Compliance Officer to ensure general compliance with fund docs as well as regulatory filings and requirements such as SEC and FINRA.
- Fulfill ad-hoc tasks as required by the team and different parts of the organization.
Qualifications
- Bachelor’s degree in accounting or finance
- 9+ years of fund accounting, fund administration, or finance operations experience with a focus on alternative investment funds including fund-of-funds and feeder funds
- Advanced degree and/or credentials, such as CPA designation is a plus
- Passion for the application of innovative technology
- Advanced accounting skills and experience within an audit framework is preferred
- Advanced Excel skills
- Demonstrated capacity and willingness to work within a close team structure on all tasks
- Excellent organizational skills and attention to detail and able to see the big picture
- 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
- Eager to learn new topics and work in an evolving business environment
Benefits
The base salary range for this role is $150,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Hedge Funds Accountant - Associate
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Fund Accountant Associate to join the Fund Finance team to focus on Hedge Funds -Fund Accounting and Administration duties. This position will report to a Vice President and work closely with other team members, vendors, and clients on a variety of matters.
Responsibilities
- Review third-party administrator prepared trial balances, financial statements, and supporting schedules for accuracy and completeness on a quarterly basis.
- Review third-party administrator prepared management fee schedules for accuracy and completeness using iCapital technology platform and work across teams for fee payment and tracking.
- Provide cash based operational control over the third-party administrator and transfer agent which includes review and approval of all cash movements.
- Review investor allocations using iCapital technology platform and provide platform driven reporting to clients and their investors.
- Review third-party administrator prepared payment packs for expense invoices.
- Calculate feeder fund capital events based on cash activity, cash balances, and cash reserve guidelines, and follow the procedure to communicate decisions with clients and their investors.
- Review investor notices rendered by the iCapital technology platform for all capital events and liaise with investor relations for exceptions on funding activity.
- Provide vendor management of third-party fund administrators including tracking deliverables and escalating inconsistencies.
- Facilitate ad-hoc requests from various teams within the organization including fund data requests, investor requests, and client requests.
- Report Key Performance Indicators (KPIs) on a weekly basis.
- Review of limited partnership agreements, PPMs, and side letter accounts for various arrangements.
- Assist with audit inquiries and provide support for year-end audited financial statements for each feeder fund.
- Provide support for SOC-1 annual audit.
Qualifications
- Bachelor’s degree in Accounting
- 2+ years in an accounting/audit role, fund admin experience a plus
- Strong organizational skills
- Strong verbal, written, and interpersonal communication skills
- Able to escalate and communicate effectively within a team setting
- High level of integrity
- Passion for the application of innovative technology
- Strong project management skills
- Demonstrated ability to handle high volumes of work under time constraints and pressure
- Able to use creativity around process improvement
- Able to work independently and autonomously
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-incAwards Disclaimer:https://www.icapitalnetwork.com/about-us/recognition/
HR Business Partner - Assistant Vice President
Location: Hong Kong
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
iCapital is seeking a People Partner to help manage our Asia expansion. This is an exciting opportunity to be part of large-scale growth objectives as we expand the company’s workforce in Asia and further enhance our global HR function. The successful candidate will beone of the first points of contact in APAC throughout employee lifecycle, including onboarding and offboarding, employee experience and engagement, employee relations and total rewards. This role will seek to deliver an exceptional employee experience and will be a trusted partner to our stakeholders.
We are looking for someone who is comfortable working globally, passionate about HR, able to navigate through ambiguity, align HR processes with business objectives and is empathic and connects easily with other people. This role contributes to operational excellence while supporting Company objectives through day-to-day HR operations. The right candidate should demonstrate regional experience in working successfully with headquarters.
This role will be based in Hong Kong or Singapore and will report to the Senior Vice President, People, who coversourInternationalteam. The position will require travel to other countries, as necessary.
Responsibilities
- Provide support on HR services, such as performance review, employee engagement, data analytics and DEI activities.
- Support managers and employees to drive alignment with company policy, best practice, and current legislation.
- Act as the liaison between employees and Benefit team.
- Coordinate with immigration counsel to ensure compliance with local labor laws and regulations, including maintaining accurate employee records and managing work permits and visas.
- Keep abreast of in-country regulations and trends pertaining to APAC employment matters, partnering with legal counsel where appropriate.
- Work closely with the finance and payroll teams to manage external payroll providers.
- Assist and support recruitment activities as and when needed.
- Contribute to the implementation of HR projects and initiatives, such as employee engagement surveys, diversity and inclusion programs, and employer branding campaigns
Qualifications
- 6-8+ years’ experience in Human Resources as Business Partner; ‘specialist’ HR knowledge such as talent acquisition, total reward and/or employee relations is a plus.
- Knowledge of APAC labor law and regulations.
- Understanding of talent market in Finance, and/or Fintech spaces.
- Hands-on mentality and the desire to constantly learn and grow.
- Experience working for a global and matrixed organization.
- Excellent interpersonal communication and collaboration skills across all levels and an understanding of when to raise issues.
- Passion for customer service and creating an amazing experience for every employee.
- Demonstrate high degree of professionalism and ethics.
- Experience with end-to-end management of employee data and manual spreadsheet, ensuring data integrity is maintained.
- Proven ability to drive things through completion, be proactive and pragmatic.
- Advanced knowledge of applicant tracking systems, compensation planning systems, and MS office tools (Word, PowerPoint, and Excel).
- Fluency in Mandarin and English required– both written and verbal.
- Able to travel as required
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
HR Business Partner - Assistant Vice President
Location: Singapore, Central, Singapore
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
iCapital is seeking a People Partner to help manage our Asia expansion. This is an exciting opportunity to be part of large-scale growth objectives as we expand the company’s workforce in Asia and further enhance our global HR function. The successful candidate will beone of the first points of contact in APAC throughout employee lifecycle, including onboarding and offboarding, employee experience and engagement, employee relations and total rewards. This role will seek to deliver an exceptional employee experience and will be a trusted partner to our stakeholders.
We are looking for someone who is comfortable working globally, passionate about HR, able to navigate through ambiguity, align HR processes with business objectives and is empathic and connects easily with other people. This role contributes to operational excellence while supporting Company objectives through day-to-day HR operations. The right candidate should demonstrate regional experience in working successfully with headquarters.
This role will be based in Hong Kong or Singapore and will report to the Senior Vice President, People, who coversourInternationalteam. The position will require travel to other countries, as necessary.
Responsibilities
- Provide support on HR services, such as performance review, employee engagement, data analytics and DEI activities.
- Support managers and employees to drive alignment with company policy, best practice, and current legislation.
- Act as the liaison between employees and Benefit team.
- Coordinate with immigration counsel to ensure compliance with local labor laws and regulations, including maintaining accurate employee records and managing work permits and visas.
- Keep abreast of in-country regulations and trends pertaining to APAC employment matters, partnering with legal counsel where appropriate.
- Work closely with the finance and payroll teams to manage external payroll providers.
- Assist and support recruitment activities as and when needed.
- Contribute to the implementation of HR projects and initiatives, such as employee engagement surveys, diversity and inclusion programs, and employer branding campaigns
Qualifications
- 6-8+ years’ experience in Human Resources as Business Partner; ‘specialist’ HR knowledge such as talent acquisition, total reward and/or employee relations is a plus.
- Knowledge of APAC labor law and regulations.
- Understanding of talent market in Finance, and/or Fintech spaces.
- Hands-on mentality and the desire to constantly learn and grow.
- Experience working for a global and matrixed organization.
- Excellent interpersonal communication and collaboration skills across all levels and an understanding of when to raise issues.
- Passion for customer service and creating an amazing experience for every employee.
- Demonstrate high degree of professionalism and ethics.
- Experience with end-to-end management of employee data and manual spreadsheet, ensuring data integrity is maintained.
- Proven ability to drive things through completion, be proactive and pragmatic.
- Advanced knowledge of applicant tracking systems, compensation planning systems, and MS office tools (Word, PowerPoint, and Excel).
- Fluency in Mandarin and English required– both written and verbal.
- Able to travel as required
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
IBD Client Management - Associate
Location: New York, NY, United States
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Client Management – Associate
Department: iCapital Solutions
Location(s): New York, NY
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate to join the iCapital Solutions team, focused on our existing enterprise wealth relationships primarily within the independent (IBD/RIA) space. This position will play a central support role in helping quarterback relationships within existing enterprise wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients’ needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a junior-level relationship management role focused on the delivery and ongoing support of iCapital’s full suite of solutions to the wealth channel.
Responsibilities
- Support development and strengthen existing relationships with wealth managers.
- Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure.
- Become an expert on the wealth managers, we support and help drive engagement across the iCapital ecosystem
- Support driving day-to-day engagement with enterprise wealth clients, ensuring we are delivering and executing at the highest level for iCapital’s clients.
- Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration.
Qualifications
- 2-4+ years of experience in technical relationship management capacity
- Knowledge of alternatives and/or structured investments is preferred
- Experience working for or with wealth management firms is preferred
- Experience with SAAS offerings and wealth tech platforms is preferred
- Excellent organizational skills and attention to detail
- Excellent verbal and written communication skills
- Able to meet deadlines and work effectively under pressure
- Passion for client service and exceeding client expectations
- Demonstrated client service skills
- Series 7 and 63 licenses are preferred
Benefits
The base salary range for this role is $85,000 to $105,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Implementation/Forward-Deployed Engineer - Vice President
Location: New York, NY, United States
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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 $206 billion in global client assets invested in 1,679 funds, as of October 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role:
iCapital is seeking a highly motivated and versatile Implementation/Forward-Deployed Engineer to lead integrations with iCapital’s Distributed Ledger Technology (DLT) APIs. This role involves working directly with clients to ensure seamless integration of our technology into their systems. This individual will be responsible for designing, piloting, and scaling integration solutions, building tools to debug and enhance customer implementations, and driving technical leadership throughout the integration lifecycle.
Responsibilities:
- Partner with clients to design and architect scalable API integration solutions with client systems. Develop workflows that ensure seamless communication between external stakeholders' infrastructure and iCapital’s Distributed Ledger Technology (DLT) platform, focusing on security, scalability, and performance.
- Serve as the technical lead in client-facing integration scoping meetings. Provide architectural guidance, conduct technical discovery, and ensure that all client requirements are understood and incorporated into the integration design.
- Build and maintain internal tools, scripts, and frameworks to streamline the integration process. These tools will enhance efficiency and reduce manual effort by providing clean testing data and functionality to improve overall project timelines, supporting both development and production environments.
- Act as the primary technical point of contact for debugging and resolving integration issues in client environments. Work directly with customers to diagnose and fix issues that arise during the integration and deployment phases, ensuring smooth production rollouts.
- Design tailored solutions for clients based on specific requirements and system constraints. Translate high-level business needs into detailed technical designs that align with client infrastructure and ensure successful integration.
- Establish and maintain best coding practices for the development of internal integration tools. Automate repetitive tasks and optimize tool performance to accelerate integration timelines and reduce operational friction.
- Work closely with internal engineering teams to design, iterate, and refine the APIs and data models that underpin client integrations based on feedback and technical insights from client-facing projects. Ensure APIs are robust, well-documented, and evolve the product by ensuring real-world customer requirements and challenges are reflected in future platform architecture.
- Implement and monitor real-time integration performance for external clients. Identify bottlenecks, optimize data flows, and ensure systems can scale according to the growing needs of customers.
- Ensure that all externally facing integration solutions adhere to the highest security standards, including encryption and access control, and comply with industry-specific regulations. Address any potential vulnerabilities or compliance gaps proactively.
Qualifications:
- 5-10 years of experience in data integration with strong focus on Python API implementation (preferably RESTful APIs and FastAPI).
- Proven expertise in managing data models and system workflows in the alternative investment ecosystem, working with fund administrators, custodians, and other service providers.
- Experience developing within modern cloud-based architectures (e.g. AWS, Azure, GCP)
- A strong track record of leading complex integration projects from start to finish, including requirements gathering, design, and implementation.
- Strong problem-solving skills with the ability to debug complex integration issues and provide scalable, reliable solutions.
- Excellent communication skills, both written and verbal, with the ability to translate complex technical concepts into actionable tasks for cross-functional teams and clients.
- A customer-centric mindset with experience in post-sales or forward-deployed engineering roles to ensure the successful deployment of the product.
- Able to manage multiple projects simultaneously, ensuring technical excellence and meeting client deadlines.
- Familiar with the alternative investments space and experience working with industry stakeholders like fund administrators and custodians is preferred.
- Knowledge of relational databases and data modeling practices are preferred.
- Able to take ownership of projects and continuously look for opportunities to innovate and improve integration processes is preferred.
Benefits
The base salary range for this role is $150,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visithttps://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 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.
Interested in Applying?
Location: New York, NY, United States
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Are you interested in applying to iCapital but don't see any current roles that fits your background? You can submit a general application and we will be in touch once something suitable comes up. We're currently in super growth mode and would love to stay connected with you on future roles!
Internal Alternative Investment Sales - Associate / Assistant Vice President
Location: Greenwich, CT, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 forseven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s US Alternative Investment Distribution team is looking to hire an alternative investment internal specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual would be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales.
Responsibilities
- Work with regional investment specialists to develop and execute a market coverage strategy (e.g., prospect, educate, schedule meetings, sell, service).
- Build reporting templates to track progress to goal and ad hoc presentation material as requested.
- Develop a comprehensive understanding of key alternative investment platforms which products are available on.
- Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.
- Occasional travel in the market to attend industry conferences and meet with key clients and prospects as needed.
Qualifications
- 5+ 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)
- Willing to work on a commissioned-based sales plan after a ramp-up period
- Exceptional communication, organizational and interpersonal skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Series 7 and 63 licenses are required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $100,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Internal Alternative Investment Sales - Associate / Assistant Vice President
Location: New York, NY, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 forseven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s US Alternative Investment Distribution team is looking to hire an alternative investment internal specialist to support a new series of accredited investor focused offerings created in partnership with some of the world’s leading alternative assets managers. This individual would be part of a small team tasked with raising capital for these offerings in partnership with iCapital’s Alternatives Distribution team, the asset manager, and on a standalone basis. The target clients for such capital-raising efforts are independent broker dealers, registered investment advisors, private banks and wire-houses. This role will report to the Head of Registered Fund Solutions Sales.
Responsibilities
- Work with regional investment specialists to develop and execute a market coverage strategy (e.g., prospect, educate, schedule meetings, sell, service).
- Build reporting templates to track progress to goal and ad hoc presentation material as requested.
- Develop a comprehensive understanding of key alternative investment platforms which products are available on.
- Become proficient in all aspects of the product(s) and sub strategies to fill the role of wholesaler and product specialists as required.
- Occasional travel in the market to attend industry conferences and meet with key clients and prospects as needed.
Qualifications
- 5+ 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)
- Willing to work on a commissioned-based sales plan after a ramp-up period
- Exceptional communication, organizational and interpersonal skills
- Self-starter who takes initiative and learns quickly in a fast-paced environment
- Strong commitment to continuous professional development and improvement of the team
- Series 7 and 63 licenses are required
- Obtain CAIA within 2-3 years of hire
Benefits
The base salary range for this role is $100,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
International Events & Sponsorships, EMEA - Assistant Vice President
Location: Zurich, Switzerland
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the role:
We are seeking an experienced Event Manager to join our team in the EMEA region, located in Zurich. The successful candidate will be responsible for planning, organizing, and executing events and managing regional third-party sponsorships that support iCapital’s business objectives. This role requires a strategic thinker with a proven track record of managing proprietary and third-party events and a deep understanding of the financial services industry. The Event Manager will work closely with the headquarter-based events team in the U.S. and have a dotted line into the Center of Excellence lead in the U.S., while reporting to the Head of International Marketing and Communications.
Key Responsibilities:
- Plan, coordinate, and execute events, including conferences, seminars, and corporate meetings, ensuring alignment with iCapital’s business goals.
- Collaborate with internal stakeholders, including marketing, sales, and executive teams, to develop event strategies and objectives.
- Manage event budgets, negotiate contracts with vendors, and ensure cost-effective solutions.
- Oversee event logistics, including venue selection, catering, transportation, and accommodation arrangements.
- Develop and maintain relationships with key partners, sponsors, and vendors.
- Create and implement marketing and promotional plans to drive event attendance and engagement.
- Monitor and evaluate event performance, providing post-event analysis and recommendations for improvement.
- Ensure compliance with all relevant regulations and industry standards.
- Manage relationships with external agencies to ensure successful event execution.
- Willingness to travel as required.
Qualifications:
- Bachelor’s degree in Marketing, Business Administration, or a related field.
- Minimum of 10 years of experience in event management, preferably within the financial services industry.
- Strong project management skills with the ability to manage multiple events simultaneously.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
- Proven ability to work under pressure and meet tight deadlines.
- Proficiency in event management software and tools.
- Cultural awareness and experience working with a global audience.
- Preferred experience in Fintech, tech, and/or financial services for global/international companies.
- Experience working in a global or regional role within the EMEA region.
- Knowledge of the financial services industry and its regulatory environment.
- Experience managing budgets and agencies.
- Strong analytical skills with the ability to interpret data and make data-driven decisions.
- Fluent in English and preferably German, additional languages are a plus
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
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/
International Product & Audience Marketing Manager - Vice President
Location: Zurich, Switzerland
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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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the role:
Reporting to the Head of International Marketing & Communications, the VP International Product & Audience Marketing Manager will join our team in the EMEA region and will play a pivotal role in driving the success of iCapital’s products and functionalities outside the US. This position requires a strong financial marketing background and involves close collaboration with the US-based Product & Audience Marketing, Center of Excellence (COE), and Demand Generation Teams. The role focuses on creating go-to-market (GTM) strategies, adapting US materials to meet regional requirements, and launching campaigns to grow user adoption across target audiences.
Key Responsibilities:
- Develop GTM Strategies: Create and implement go-to-market strategies for iCapital’s products and functionalities introduced outside the US.
- Adapt Marketing Materials: Customize US-based marketing materials to align with regional regulatory, cultural, and language requirements.
- Campaign Management: Plan, execute, and manage marketing campaigns to drive product awareness and adoption in international markets.
- Collaboration: Work closely with the US-based Product & Audience, COE, and Demand Generation Teams to ensure cohesive and effective marketing efforts.
- Market Research: Conduct market research to understand regional market dynamics, customer needs, and competitive landscape.
- Performance Analysis: Monitor and analyze the performance of marketing campaigns, providing insights and recommendations for optimization.
- Stakeholder Engagement: Engage with key stakeholders to ensure alignment and support for marketing initiatives.
- Budget Management: Manage marketing budgets effectively to maximize ROI.
Qualifications:
- Bachelor’s degree in Marketing, Business Administration, or a related field.
- Minimum of 10 years of experience in financial marketing, with a focus on international markets.
- Strong understanding of the financial services industry and its regulatory environment.
- Excellent communication and interpersonal skills, with the ability to build and maintain relationships with diverse stakeholders.
- Proven ability to develop and execute successful marketing strategies.
- Experience with adapting marketing materials for different regions.
- Strong project management, and problem-solving skills with the ability to manage multiple projects simultaneously.
- Strong analytical skills with the ability to interpret data and make data-driven decisions.
- Ability to work collaboratively in a cross-functional team environment.
- Proven ability to work under pressure and meet tight deadlines.
- Proficiency in marketing management software and tools.
- Cultural awareness and experience working with a global audience.
- Preferred experience in Fintech, tech, and/or financial services for global/international companies.
- Experience working in a global or regional role within the EMEA region.
- Experience managing budgets and agencies.
- Fluent in English and preferably German, additional languages are a plus.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visithttps://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/
Investment Product Development - Associate
Location: Toronto, Canada
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an Associate to focus on Canadian feeder fund origination for hedge funds and private market offerings. This is a role within the Client Success department and will report to a Senior Vice President on the Fund Origination team. This individual will work with the team who is responsible for new product development, product structuring, manager onboarding, and fund lifecycle management. This role will be responsible for supporting the product lifecycle management of various alternative investment vehicles focusing on Hedge Funds, Private Equity, and other investment structures. This includes executing processes related to adding new funds to the platform, support of regular meetings and preparing reports, presentations, and fact cards. This team stands at the heart of iCapital’s growth into new markets and fund structures and this candidate will play an important role in helping develop business plans, managing projects and processes for new strategic initiatives.
Responsibilities
- Prepare fund marketing materials with the appropriate information, including updates.
- Coordinate with the internal Compliance and Legal teams on review and approvals.
- Assist with the preparation and coordination of materials related to new fund approvals and new fund launches.
- Support projects related to onboarding new funds and working across the organization to assure on-time and successful completion.
- Prepare and disseminate project progress notes.
- Input and update fund governance details on a regular basis.
- Assist in various fund launch activities.
- Monitor and manage me the team inbox to address and close out GP inquires in a timely manner.
Qualifications
- Bachelor’s degree in a relevant field
- 4+ years of experience preferably with fund administration, fund management, or custodial relationships
- Experience in alternative investments is a plus
- Positive attitude, and a desire to work in a fast-moving entrepreneurial environment
- Able to handle multiple tasks and prioritize assignments
- Detail-oriented, self-starter that is accustomed to project work with tight deadlines
- Strong working knowledge of Microsoft Office
- Strong analytical and verbal and written communication skills
Benefits
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans so of which have a company match. We offer unlimited Paid Time Off (PTO) and 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
Investment Solutions Product Marketing - Assistant Vice President / Vice President
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a dynamic and experienced Product Marketer to join our Investment Solutions Product Marketing team within the Product and Audience department. This role will report to the Head of Product and Audience Marketing and will be responsible for developing and executing marketing strategies to drive awareness, engagement, and adoption of the comprehensive iCapital investment product offerings. The ideal candidate will have a strong background in financial services marketing, with a focus on annuities, structured investments, alternative investments, or similar products.
Responsibilities
- Marketing Strategy: Support the strategy, development, and execution of go-to-market plans for iCapital’s Alts and Structured Investments and Annuities platform and Alternatives Distribution and Structured Investments, including SI Distribution, m+ funds, and outcome driven strategies.
- Client Engagement: Facilitate rollouts of platform enhancements and tools across multiple owned and paid channels including email, on-platform communications, events, digital campaigns, social, and webinars with existing client base.
- Campaign Management: Plan, execute, and optimize multi-channel marketing campaigns to drive product adoption and engagement of the iCapital platform.
- Content Creation: Develop and manage utilization of various sales enablement materials such as presentations, fund fact sheets, brochures, case studies, and product demos to communicate the platform and products’ value to potential and existing customers.
- Stakeholder Collaboration: Work closely with internal stakeholders, including the Business Development team, Product Management, Compliance, and Marketing Communications organization, to ensure alignment of marketing initiatives with business goals.
- Market Research: Conduct market research to identify trends, a competitive landscape, and customer needs to inform marketing strategies.
- Performance Analysis: Monitor and analyze the performance of marketing campaigns, providing insights and recommendations for continuous improvement.
Qualifications
- Bachelor’s degree in marketing, business, or a related field; MBA is preferred
- 7-15+ years of experience in product marketing within the financial services industry, with a focus on annuities, structured investments, alternative investments, or similar products
- Proven track record of developing and executing successful marketing campaigns
- Strong analytical skills and the ability to interpret data to drive marketing decisions
- Excellent written and verbal communication skills
- Able to manage multiple projects and prioritize effectively in a fast-paced environment
- Strong collaboration and relationship-building skills
Benefits
The base salary range for this role is $120,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Investor Relations - Analyst
Location: Toronto, Canada
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Analyst to join the International Investor Relations team with a focus on the Canadian market. This individual will work closely with internal teams and the fund administrator to help maintain and expand relationships across the region. This role will help to support banks, independent wealth managers, dealers and family offices across Canada and will primarily work in assisting them with their investments in iCapital’s Canadian funds and on iCapital’s technology platform.
The Investor Relations 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. The team’s goal is to optimize the client experience and ensure our clients’ overall success.
Responsibilities
- Assist financial advisors and other wealth managers with the onboarding process, including website registration and the submission and remediation of client subscriptions, redemptions and transfers.
- Guide clients on capital calls, distributions and reporting.
- Provide on-going client support via phone and email, answering a wide variety of questions in a timely and accurate manner, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
- Work closely with the fund administrator to ensure timely and accurate capital activity and account maintenance processing.
- Ensure client satisfaction by providing “white glove” service.
Qualifications
- Bachelor’s degree in a related field
- 1-3 years of experience in financial services, preferably in a client service or investor relations role with exposure to alternative investments in Canada
- Knowledge of Fundserv, Canadian Fund Structures and Account types is a plus
- Experience with high-net-worth clients, financial advisors, and fund managers
- Excellent organizational skills and attention to detail
- Strong interpersonal, written, and verbal 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, Excel)
- Fluency in French is a plus
Benefits
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans so of which have a company match. We offer unlimited Paid Time Off (PTO) and 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
Investor Relations - Assistant Vice President
Location: Princeton, NJ, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Assistant Vice President to join the Investor Relations team to service the company’s rapidly growing client base. This is a great opportunity for someone with the desire to work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations 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 platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.
Responsibilities
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
- Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Qualifications
- Bachelor’s degree with 6-10 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Experience with high-net-worth clients, financial advisors, and fund managers
- Excellent organizational skills and attention to detail
- Strong interpersonal, written, and verbal 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 like Word, PowerPoint, and Excel
Benefits
The base salary range for this role is $105,000 to $125,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Investor Relations - Associate
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an Associate to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations 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 the platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.
Responsibilities
- Collaborate with due diligence team for M&A processes from start to finish across financial, legal, and business diligence workstreams.
- Assist in the acquisition integration planning and execution across business functions.
- Assist financial advisors and high net worth investors.
- Provide on-going client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Assist with special projects for senior management in support of iCapital’s businesses.
Qualifications
- Bachelor’s Degree
- 2-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Strong experience in Microsoft Office applications, specifically Excel and PowerPoint
- Excellent organizational, communication, and presentation skills
- Able to meet deadlines and work effectively under pressure
- Team player with proven track record at working cross-functional lines of an organization and with a variety of key stakeholders
- Alts Experience and familiar with overall Alt’s process
Benefits
The base salary range for this role is $85,000 to $105,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Investor Relations - Associate
Location: Greenwich, CT, United States; New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This is a great opportunity for someone with the desire to work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations 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 platform for distribution. The team’s goal is to optimize the user experience and ensure our clients’ overall success.
Responsibilities
- Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients’ needs and objectives.
- Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction.
- Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes.
- Collaborate with the technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.
Qualifications
- Bachelor’s degree 2-5 years of experience in financial services, preferably in a client service or investor relations role in alternative investments
- Experience with high-net-worth clients, financial advisors, and fund managers
- Excellent organizational skills and attention to detail
- Strong interpersonal, written, and verbal 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, Excel)
- Comfort with or interest in technology
Benefits
The base salary range for this role is $85,000 to $105,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Investor Reporting - Analyst
Location: US FL - Boca Raton
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an Analyst to join the Investor Reporting team. This role will be responsible for the preparation and distribution of investor communications, with an emphasis on client reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients. This individual will have constant interaction with industry leading Wirehouses as well as investment and accounting professionals at the underlying private equity and hedge funds.
Responsibilities
- Work on a team of investment professionals who are responsible for the preparation and review of quarterly client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management:
- Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates.
- Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. Liaise with administrators to determine correct quantitative data for reporting purposes and be able to understand portfolio company performance and fund valuation drivers.
- Coordinate internal Compliance review and approvals.
- Ensure timely distribution of reports to clients and relationship managers.
- Review the monthly hedge fund fact card reporting.
- Draft wording for capital call and distribution notices to investors.
- Maintain communication with underlying financial sponsors regarding portfolio company activities and their impact on valuation.
- Coordinate periodic investment portfolio and valuation reviews with other members of the team.
- Serve as the Private Equity product specialist in connection with requests for information from relationship managers and clients (i.e. regarding fund performance, capital calls, and other fund-related activities) as well as fund performance update meetings.
Qualifications
- 1-3 years’ experience, preferably with hedge fund, private equity, and/or real estate industry, and open to recent graduates with relevant experience
- Previous experience in report writing, investor communications, and business writing skills are preferred
- Motivated, detail-oriented, and must be able to independently solve problems
- Microsoft office skills required (Word, Excel, PowerPoint). Strong knowledge of Excel with experience of manipulation and presentation of data
- Strong communication skills are essential
- Able to handle multiple tasks and prioritize assignments with excellent time management skills
- Proactive team player with positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
Benefits
The base salary range for this role is $70,000 to $75,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Jr. Data Processor - Analyst
Location: Stamford, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Jr. Data Processor Analyst to join the Data Solutions team in this part-time role. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis.
Responsibilities
Work within our alternative investments database:
- Download, organize, and rename files.
- Document management.
- Create, circulate, and track Letters of Authorization (LOA’s).
- Create and reconcile transaction level data in Excel.
- Escalate system and data issues to client facing team and/or team lead.
Qualifications
- 0-2 years Data Entry experience
- Familiar with technology, software tools, and applications (Excel)
- Well-organized and self-motivated
- Highly attentive to detail and accuracy
- Familiar with handling confidential data
Benefits
The base salary range for this role is $20/hr. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 5 days a 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. 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.
Learning Program Manager, Associate / Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Learning Program Manager to join our Talent Development team. This role fosters a culture of continuous learning by ensuring the success of training programs, enhancing learner engagement, and driving performance improvement. The ideal candidate is a passionate advocate for professional development, highly organized, and proficient in project management. Exceptional communication skills, including public speaking and an influential presence, are essential for this role.
Responsibilities
- Program Oversight: Support a variety of learning programs that assist employees through onboarding, continuous learning, and leadership development.
- Project Management: Assist in managing multiple learning initiatives. Create efficient workflows, maintain detailed records, and ensure timely completion of projects. Prioritize tasks and manage resources to support a structured and effective learning environment.
- Live Training: Coordinate and schedule a high volume of instructor-led training workshops throughout the year, including both in-person and virtual sessions.
- Program Recommendations: Assist in proposing and implementing enhancements to existing programs and recommending new learning programs based on business needs and employee skills gaps.
- Orientation and Engagement: Conduct employee orientation sessions and new hire engagement activities to ensure a smooth onboarding experience.
- Management Development: Support the creation and implementation of an in-house management development program.
- Vendor Management: Oversee and maintain positive relationships with external training vendors. Evaluate new vendors and assist in managing the RFP process, including scheduling vendor calls and demos and gathering requirements for contract approval.
- Program Evaluation: Identify and analyze key performance indicators (KPIs) to measure the effectiveness of training programs. Monitor learner engagement, knowledge retention, behavior change, and business impact using the Kirkpatrick Measurement Model.
- Program Effectiveness: Enhance the effectiveness of learning programs by implementing strategies that increase accountability measures during and after program completion.
- Surveys and Reporting: Administer surveys and evaluations and provide learner reports and data-driven insights as needed.
- Event Logistics: Oversee logistics for program events, including booking event spaces, monitoring agendas, calendar invites, and ensuring the availability of necessary supplies.
Qualifications
- Bachelor's degree; Project Management certification is a plus
- 5+ years of experience supporting learning programs from initial planning and design through to implementation and evaluation
- Previous experience in the financial services or technology space is advantageous
- Advanced skills in Microsoft Office Suite, particularly PowerPoint and Excel
- Excellent presentation, facilitation, and written communication skills
- Experience with Learning Management Systems (LMS) and Talent Management Platforms is preferred
- Familiar with Copilot and other AI tools is a plus
Benefits
The base salary range for this role is $ 100,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
macOS Support Engineer - Associate
Location: Hong Kong
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The macOS Support Engineer, based in Hong Kong, will provide frontline support across APAC locations, focusing on Apple endpoint management and engineering. This role focuses on troubleshooting and resolving endpoint issues, workstation setup, JAMF administration, and system integration tasks. Collaboration with cross-functional teams will be key in maintaining and enhancing our technological infrastructure, supporting daily operations and driving Corporate Technology initiatives.
Responsibilities:
- Technical Support & Troubleshooting: Provide Tier 1 & 2 support for Mac platform administration (software, hardware, configuration) and JAMF, diagnosing and resolving technical incidents while coordinating with Corporate Technology teams or third parties as needed.
- Endpoint Management: Install, configure, and support Mac and iPad endpoints, including onboarding, software upgrades, hardware setup, and system troubleshooting for remote and on-site users.
- System Administration: Manage and maintain macOS, iOS, JAMF, and related system-level components, ensuring smooth operation and integration.
- Workstation Deployment: Set up and configure workstations, applications, and peripherals across office locations.
- Documentation: Create and update comprehensive knowledge base articles, self-service guides, and system configuration records.
- SLA Compliance: Define and meet service level agreements aligned with current and future workload demands.
- Innovation: Independently research and deploy business and technical solutions based on internal customer needs, integrating them into production systems.
- Productivity Enhancement: Collaborate with IT leadership to propose and implement new services, including AI tools (e.g., Microsoft Copilot, Adobe AI), to maximize efficiency.
Qualifications:
- Bachelor’s degree in Computer Science, Information Technology, or a related field (or equivalent experience).
- Preferred certifications: Apple Certified Support Professional (ACSP), JAMF Certified Administrator (JAMF 300), or similar.
- 3–5 years of experience in macOS systems management, JAMF administration, and SaaS applications (e.g., Okta, productivity/collaboration toolsets).
- Proven expertise in macOS/iOS troubleshooting, deployment, and support.
- Proficiency in programming languages and shell scripting (e.g., sh, bash, python, swift) in Unix-based environments.
- Experience with Azure, SSO integrations, and identity provisioning workflows.
- Experience with ITSM tools (e.g., Freshservice) for ticket tracking and resolution.
- Solid understanding of Mac OS internals, peripherals, and system integration.
- Knowledge of networking (e.g., LAN, Wi-Fi, VPN) and experience with on-premises IT infrastructure to ensure seamless office operations.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day.
Join iCapital’s high-growth business in Asia, working both locally and as part of the broader iCapital team. This role, based in Hong Kong, will also provide support to our Tokyo office and our soon-to-open Sydney office, with travel if necessary. The position involves supporting team expansion in the region, contributing to our dynamic and rapidly growing business.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Model Portfolio, Due Diligence - Vice President / Senior Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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About the Role
iCapital is looking to hire a Vice President or Senior Vice President professional to help manage its alternatives-focused model portfolios initiatives. This role will help lead our roll-out plan for model portfolios, interact with clients to increase adoption, and manage internal workstream to ensure smooth execution. This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.
Responsibilities
- Oversee internal processes for the management of model portfolio business, including portfolio management, compliance/legal framework, sales and marketing, etc.
- Partner with internal stakeholders in Sales, Marketing, Legal, and Technology teams to promote adoption of models and ensure smooth implementation.
- Design model portfolios of alternative investments aligned with client-specific objectives.
- Participate in client meetings to discuss model selection process and methodology.
- Oversee monitoring and reporting of the model portfolios’ performance on a monthly and quarterly basis and lead the implementation of rebalancing as needed.
- Assist in the development of Separately Managed Account (SMA) capabilities and market this solution to prospective clients.
- Conduct thorough research and analysis of market trends, economic data, and investment opportunities to inform portfolio design.
Qualifications
- Bachelor’s degree in finance, economics, or a related field. Advanced degrees or certifications (e.g., CFA) are a plus
- 10+ years of experience within Financial Services, with proven experience in portfolio management, investment analysis, or a similar role in the financial industry. Knowledge of alternative investments is required
- Strong analytical skills, proficiency in financial modeling, and a deep understanding of financial markets and investment strategies
- Experience with financial software and modeling tools
- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely
- Able to work collaboratively in a team environment and build strong relationships with colleagues and clients
Benefits
The base salary range for this role is $200,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Office Coordinator, Analyst
Location: Toronto, Canada
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Office Coordinator for our Toronto office. The Workplace team plays an integral role in creating a welcoming and fulfilling place for iCapital employees to work. A successful candidate is hospitality and customer service-driven, able to thrive in a fast-pasted environment, and has stellar written and verbal communication skills. This role will assist with bringing the Toronto office to life by maintaining daily operations and supporting employee experience initiatives. This role reports to the Remote Office Manager.
Responsibilities
- Work to ensure all aspects of the office are clean and functioning properly.
- Respond to service requests or escalate using the Workplace request ticketing system, OfficeSpace.
- Support daily operations:
- Maintain office supplies, snacks, groceries, and beverages for employees.
- Manage ingoing and outgoing deliveries.
- Aid in supply ordering.
- Assist with in-office catering, meetings, and events.
- Maintain printer and copy machines.
- Maintain a safe and clean office space
- Assist with managing office seating, room usage and overall floor plans.
- Liaise with building management and external vendors (organizing deliveries, COI’s, etc.).
- Maintain a safe office environment by following company and building procedures.
- Ensure a welcoming and organized entry experience for all guests and new hires.
- Coordinate employee onboarding and offboarding tasks with the Talent Acquisition team including building and office access.
- Assist with planning, setting up, and breakdown of internal and external events.
- Assist with ad hoc projects as requested.
- Assist the Office Manager with providing all the above to iCapital offices currently without onsite facilities support.
Qualifications
- Able to work in person, Monday-Friday, 8:30 AM – 5:30 PM (times may fluctuate due to facility needs)
- Present a professional appearance daily
- Friendly, approachable, and professional demeanor
- Able to maintain composure under pressure
- Strong time management and prioritization skills
- Able to communicate across all levels of the organization in a personable and hospitable manner
- Exert passion and enthusiasm about your work
- Proactive problem-solver with a penchant for implementing process improvements
- Organized, detail-oriented, and able to see the big picture
- Intelligent, quick learner, and self-confident
- Proficient with Microsoft Office Suite and comfortable with learning new tech systems
Benefits
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Friday.
iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability. We offer a variety of Retirement Plans so of which have a company match. We offer unlimited Paid Time Off (PTO) and 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.
Platform and Client Operations - Analyst / Associate
Location: Greenwich, CT, United States
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iCapital is powering the world’s alternative investment marketplace. Our financial technologyplatformhas transformed how advisors, wealth management firms, asset managers,andbanks evaluateandrecommend bespoke publicandprivate market strategies for their high-net-worthclients. iCapital services approximately $184 billion in globalclientassets invested in 1,471 funds, as of March 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023);anda three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an Analyst or Associate to join theOperationsteam within ourClientSuccess vertical. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation,andensuring the delivery of operational excellence to ourclientsandpartners. This individual will become an expertandadvisor on the iCapitalplatformandcan contribute to its successandgrowth by understanding advisorandfund manager needs.This is a highly collaborative role, with a strong focus on improving operational processes as a team.
Responsibilities
- Understand the platform and product knowledge in-depth to address a wide range of client inquiries.
- Manage fund launch process end-to-end for top wealth and asset managers.
- Manage internal and external inquiries through effective queue management while optimizing client experience.
- Enhance and maintain internal resources and pipeline to support operations.
- Develop and maintain expert knowledge of the iCapital platform, formulating avenues to better educate clients and internal teams.
- Document processes, procedures, and training related to platform and client evolution.
Qualifications
- 1-6 years of experience within investment operations, middle-office operations, client operations, or technical operations/support
- Convey complex concepts clearly and concisely to a diverse audience
- Strong troubleshooting, analytical, and problem-solving abilities and able to collaborate cross-functionally in a fast-paced environment
- A strong foundation in technical troubleshooting and pattern recognition
- Patient and client-centric approach to delivering technical and platform support
- Strong verbal and written interpersonal skills, explaining complex concepts straightforwardly and transparently to clients and internal parties with limited knowledge of the topic
- Thrive in a fast-paced, dynamic environment, demonstrating flexibility, and able to quickly adjust to new challenges and priorities
Benefits
The 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, andan 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,andvirtual mental health counseling, parental leave,andunlimited paid time off (PTO).
We believe the best ideasandinnovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs,andsome positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visithttps://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 OpportunityandAffirmative 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.
Platform and Client Operations Manager, Assistant Vice President
Location: Greenwich, CT, United States
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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 $202 billion in global client assets invested in 1,655 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Assistant Vice President of Operations to join our Platform Operations team and provide technical and operational support across several key clients in our alternative investment business. This role will oversee multiple clients and drive efforts to launch new funds, improve operations, and develop new processes and procedures.
This individual will be the first line of defense for client and platform activity and will work collaboratively with team members to ensure efficiency, accuracy, and client satisfaction. Join this growing and highly visible team, becoming a pivotal part of supporting technical and operation requirements across iCapital’s alternative investment platform.
Responsibilities
- Develop an in-depth understanding of all interfaces on the iCapital platform, ensuring the seamless launch of fund launches, recurring client activities, and ongoing health of our alternative clients with key relationships with wirehouses, RIAs, and IBDs.
- Execute end-to-end technical and operations deliverables on recurring platform, manage daily workflows to ensure consistent, high-quality service delivery, and maintain a client-first approach in all operational activities.
- Work closely with senior team members and cross-departmentally with client operations, product, and client management to plan for client deliverables, platform updates, and fund launches.
- Provide critical support for ongoing platform activities, coordinating with team members to resolve operational issues as they arise.
- Serve as the primary point of contact for platform operations for a book of our US-based Alternatives clients.
- Respond to inquiries from clients and internal parties to ensure timely, effective processing of requests.
- Maintain comprehensive documentation and knowledge-sharing practices to support process transparency and team efficiency.
Qualifications
- 5+ years of experience in platform operations, middle office operations, or a similar role within the FinTech, Financial Services, or Alternative Investment industries
- Proven experience in an operational role, with the ability to balance team management and hands-on responsibilities
- Experience in platform management, implementation management, or process management a plus
- Experience managing external relationships, handling escalations, and fostering client relationships
- Experience with documenting technical processes and integrations, ensuring clarity and usability for both technical and non-technical stakeholders
- Must have excellent interpersonal communication skills, including the ability to express complex ideas and concepts
- Commitment to quality, a client-first mindset, and the ability to manage tasks efficiently in a fast-paced environment
- Excellent problem-solving and organizational skills, committed to managing competing priorities in a fast-paced environment
- Alternatives middle-office experience a strong plus
Benefits
The base salary range for this role is $100,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visithttps://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 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.
Platform and Client Operations Team Lead, Vice President
Location: Greenwich, CT, United States
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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 $202 billion in global client assets invested in 1,655 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Vice President who wants to support the way alternative products are delivered to clients. In this role on the Platform Operations team, this individual will oversee the delivery of technical and operational requirements for our alternative investments business.
This role will lead a team focusing on operational excellence, technical operations, and support. This position is essential for ensuring the quality and efficiency of our recurring platform operations and technical aspects while maintaining a client-centric approach. Ideal candidates thrive in a fast-paced environment.
Responsibilities
- Lead a team executing day-to-day platform operations for the alternative investment business. Ensure alignment and adherence to operational standards.
- Drive efficiency and scalability within the business-as-usual (BAU) Operations team and provide training and guidance on processes and quality control.
- Lead book of clients and team of 3-5 for middle office and pipeline Operation team.
- Manage a dedicated book of alternative investment clients, ensuring high-quality deliverables for recurring business activities such as fund launches, platform configurations, technical operations, and ongoing support.
- Manage issues, escalation, and stakeholder management.
- Responsible for daily team results while simultaneously operationalizing and improving processes.
- Implement and maintain best practices for documentation, knowledge sharing, and process transparency within the team and across departments.
- Work cross-departmentally with several internal teams, including client management, product, and fund origination, collaborating to troubleshoot issues, identify platform enhancements, and support overall business objectives.
Qualifications
- 10+ years of experience in a related industry with 3+ in platform operations, middle office operations, or similar functions within FinTech, financial services, or Alternatives,
- Experience with high growth company is preferred
- Proven experience managing a small operations-oriented team in a growth-stage environment, ideally within fintech, financial services, or a related field. Experience onboarding new hires is a plus
- Meaningful experience leading operations with ticketing management, client responsiveness, and solving operational and support issues
- Excellent interpersonal communication skills, including the ability to express complex ideas and concepts
- Exceptional organizational skills and the ability to manage competing priorities in a fast-paced setting and drive client expectations
- Demonstrated leadership over established processes and required enhancements in the middle office operations or similar domains
- Excellent client-facing skills and communication style and proven ability to deal with key clients
- Proven leadership experience in managing and developing high-performing teams
- Alternatives experience is a plus
Benefits
The base salary range for this role is $140,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform and Client Operations Team Lead, Vice President
Location: New York, NY, United States
Read Full Description
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 $202 billion in global client assets invested in 1,655 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Vice President who wants to support the way alternative products are delivered to clients. In this role on the Platform Operations team, this individual will oversee the delivery of technical and operational requirements for our alternative investments business.
This role will lead a team focusing on operational excellence, technical operations, and support. This position is essential for ensuring the quality and efficiency of our recurring platform operations and technical aspects while maintaining a client-centric approach. Ideal candidates thrive in a fast-paced environment.
Responsibilities
- Lead a team executing day-to-day platform operations for the alternative investment business. Ensure alignment and adherence to operational standards.
- Drive efficiency and scalability within the business-as-usual (BAU) Operations team and provide training and guidance on processes and quality control.
- Lead book of clients and team of 3-5 for middle office and pipeline Operation team.
- Manage a dedicated book of alternative investment clients, ensuring high-quality deliverables for recurring business activities such as fund launches, platform configurations, technical operations, and ongoing support.
- Manage issues, escalation, and stakeholder management.
- Responsible for daily team results while simultaneously operationalizing and improving processes.
- Implement and maintain best practices for documentation, knowledge sharing, and process transparency within the team and across departments.
- Work cross-departmentally with several internal teams, including client management, product, and fund origination, collaborating to troubleshoot issues, identify platform enhancements, and support overall business objectives.
Qualifications
- 10+ years of experience in a related industry with 3+ in platform operations, middle office operations, or similar functions within FinTech, financial services, or Alternatives,
- Experience with high growth company is preferred
- Proven experience managing a small operations-oriented team in a growth-stage environment, ideally within fintech, financial services, or a related field. Experience onboarding new hires is a plus
- Meaningful experience leading operations with ticketing management, client responsiveness, and solving operational and support issues
- Excellent interpersonal communication skills, including the ability to express complex ideas and concepts
- Exceptional organizational skills and the ability to manage competing priorities in a fast-paced setting and drive client expectations
- Demonstrated leadership over established processes and required enhancements in the middle office operations or similar domains
- Excellent client-facing skills and communication style and proven ability to deal with key clients
- Proven leadership experience in managing and developing high-performing teams
- Alternatives experience is a plus
Benefits
The base salary range for this role is $140,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Application Support Engineer, Analyst / Associate
Location: Greenwich, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital's Doc Center team offers direct client support and is essential for ensuring the reliability and performance of our applications. This role will be at the forefront of incident response, addressing technical issues and providing solutions for both internal teams and external clients. This role involves close collaboration with several internal teams like Product, Business, and Engineering, etc. to troubleshoot issues. By understanding our clients' needs and gathering insights from support interactions, the team contributes to improving overall user experience. This position is ideal for someone who enjoys problem-solving, has an effective communication style, and is eager to make a meaningful impact within a fast-paced environment.
Responsibilities
- Thorough research, reproduction, and troubleshooting efforts to address clients' technical issues.
- Adherence to client-specific Service Level Agreements (SLA).
- Direct communication of ticket status and progress.
- Feedback collection and analysis in collaboration with other departments to enhance user experience.
- Assistance in the development and maintenance of application user manuals and technical documentation.
Qualifications
- 2+ years of experience in technical support, engineering, operations, or a related field
- Strong problem-solving skills
- Effective communication skills for both internal and external communications
- Proficiency with ticketing systems (e.g., FreshService, Jira, and/or ServiceNow)
- Experience with documentation tools (e.g., Confluence)
- Familiar with database management systems (e.g., PostgreSQL, Sybase, and/or SQL Server)
- Able to analyze log files (e.g., with Splunk and/or Sidekiq) and JSON payloads
- Experience in providing support for SaaS applications and Secure File Transfer Protocol (SFTP)
- Familiar with monitoring tools (e.g.,Honeybadger)
- Good understanding of cloud storage solutions, especially AWS S3
Benefits
The base salary range for this role is $ 90,000 to $ 115,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Application Support Manager, Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Vice President to lead operational efficiency and data quality for the Document Center product line within the Platform Operations team. This newly created role is pivotal in addressing legacy inefficiencies, resolving data and document breaks, and building a scalable operational framework. This role will drive seamless document ingestion, posting, and remediation to ensure a reliable document experience for clients. This position combines technical oversight with stakeholder management to deliver solutions for both existing gaps and future growth, enhancing the operational effectiveness of our Document Center.
This individual will work closely with internal teams, external third-party providers, and stakeholders across the platform to develop innovative processes and uphold high standards of client service and operational excellence.
Responsibilities
Document Management and Monitoring:
- Oversee the intake, tracking, and posting of documents to the platform, ensuring timely and accurate availability for clients.
- Monitor key data points across document uploads to identify and resolve issues such as data inconsistencies, failures in passage, or missing documents.
- Maintain a dashboard or reporting mechanism to track document posting progress and highlight ongoing issues or bottlenecks.
Remediation and Issue Resolution:
- Act as the primary point of contact for addressing document failures, working with internal teams, external data providers, and third-party administrators to resolve issues.
- Coordinate remediation efforts for disconnected or backlogged data, ensuring alignment with internal workflows and platform standards.
- Collaborate with product teams to escalate and resolve systemic issues that affect document visibility or accuracy.
Collaboration with Third-Party Providers:
- Act as a central point of contact between internal teams (e.g., product, platform operations) and external providers, ensuring clear communication, alignment, and resolution of document-related issues.
- Monitor data accuracy across submitted documents, identifying patterns of failure and working with providers and internal teams to improve quality.
Data Quality Assurance:
- Develop and enforce quality control measures to validate the accuracy, completeness, and timeliness of posted documents.
- Conduct audits to identify systemic issues and recommend process enhancements to maintain high standards of data and document integrity.
Qualifications
- 10+ years of leadership experience in operational management, document processing, data quality assurance, or a related field
- Proven success in building scalable frameworks for addressing operational inefficiencies and data inconsistencies
- Strong knowledge of dashboards and audit tools (e.g., Tableau) to monitor operational performance, key metrics, and workflows. Experience with Tableau or similar BI tools is preferred
- Strong knowledge of SQL for querying, reporting, and troubleshooting at scale. Experience with Python is a plus
- Demonstrated ability to identify trends and implement innovative technical solutions for cross-functional challenges
- Demonstrated ability to manage cross-functional teams and influence stakeholders at all levels, both internally and externally
- Adept at building relationships with third-party providers and aligning cross-functional priorities
- Strong communication skills with a focus on client service and stakeholder management
Benefits
The base salary range for this role is $140,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Application Support Manager, Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Vice President to lead operational efficiency and data quality for the Document Center product line within the Platform Operations team. This newly created role is pivotal in addressing legacy inefficiencies, resolving data and document breaks, and building a scalable operational framework. This role will drive seamless document ingestion, posting, and remediation to ensure a reliable document experience for clients. This position combines technical oversight with stakeholder management to deliver solutions for both existing gaps and future growth, enhancing the operational effectiveness of our Document Center.
This individual will work closely with internal teams, external third-party providers, and stakeholders across the platform to develop innovative processes and uphold high standards of client service and operational excellence.
Responsibilities
Document Management and Monitoring:
- Oversee the intake, tracking, and posting of documents to the platform, ensuring timely and accurate availability for clients.
- Monitor key data points across document uploads to identify and resolve issues such as data inconsistencies, failures in passage, or missing documents.
- Maintain a dashboard or reporting mechanism to track document posting progress and highlight ongoing issues or bottlenecks.
Remediation and Issue Resolution:
- Act as the primary point of contact for addressing document failures, working with internal teams, external data providers, and third-party administrators to resolve issues.
- Coordinate remediation efforts for disconnected or backlogged data, ensuring alignment with internal workflows and platform standards.
- Collaborate with product teams to escalate and resolve systemic issues that affect document visibility or accuracy.
Collaboration with Third-Party Providers:
- Act as a central point of contact between internal teams (e.g., product, platform operations) and external providers, ensuring clear communication, alignment, and resolution of document-related issues.
- Monitor data accuracy across submitted documents, identifying patterns of failure and working with providers and internal teams to improve quality.
Data Quality Assurance:
- Develop and enforce quality control measures to validate the accuracy, completeness, and timeliness of posted documents.
- Conduct audits to identify systemic issues and recommend process enhancements to maintain high standards of data and document integrity.
Qualifications
- 10+ years of leadership experience in operational management, document processing, data quality assurance, or a related field
- Proven success in building scalable frameworks for addressing operational inefficiencies and data inconsistencies
- Strong knowledge of dashboards and audit tools (e.g., Tableau) to monitor operational performance, key metrics, and workflows. Experience with Tableau or similar BI tools is preferred
- Strong knowledge of SQL for querying, reporting, and troubleshooting at scale. Experience with Python is a plus
- Demonstrated ability to identify trends and implement innovative technical solutions for cross-functional challenges
- Demonstrated ability to manage cross-functional teams and influence stakeholders at all levels, both internally and externally
- Adept at building relationships with third-party providers and aligning cross-functional priorities
- Strong communication skills with a focus on client service and stakeholder management
Benefits
The base salary range for this role is $140,000 to $180,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Implementation Specialist - Associate / Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an experienced Associate or Assistant Vice President to join the Implementation Specialists team. The team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.
Responsibilities
- Lead and/or support all aspects of new and existing Wealth Manager and Asset Management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout.
- Provide program and project management expertise including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders.
- Implement client requirements via white label set-up and platform configurations
- Manage and/or support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform.
- Build a strong understanding of a client’s business and how that translates to the iCapital platform.
- Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features.
- Drive operational efficiencies and platform enhancements proactively and consistently.
- Work with Platform Support and Product Management teams to troubleshoot platform issues.
- Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral.
- Partner closely with Product Managers, Relationship Managers, Sales, and Client Success teams to deliver for our clients.
Qualifications
- Experience in project management, client software implementations, operations and/or relationship management within financial services and/or fintech
- 2-5+ years for Associate
- 6-10+ years for Assistant Vice President
- Proven track record of leading cross-functional project teams from inception to execution
- Familiar with software-based financial solutions (transaction systems, online forms, trading software)
- Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
- Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills
- Exemplary attention to detail
- Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
- History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
- Knowledge of wealth management and private bank business and processes and/or alternatives
- Experience managing data integrations is a plus
Benefits
The base salary range for this role is $80,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Infrastructure Cloud, FIX Expert - Assistant Vice President
Location: Greenwich, CT, United States; New York, NY, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure team at iCapital plays a critical role in keeping the production and development environments running smoothly and securely. This role will utilize advanced cloud capabilities to facilitate the Platform Infrastructure strategy of market agility and learn operating principles with a strict focus on quality to meet the ever-growing demands of our clients. iCapital is seeking a highly collaborative, creative and intellectually curious Platform Engineer who is passionate about forming and implementing cutting-edge cloud computing capabilities. This individual will take on diverse responsibilities in a prominent role, engaging in various facets of the business.
Responsibilities
- Provide FIX Protocol support for institutional trading clients, equity trading, and client integrations.
- Support proprietary interfaces for various OMS vendors.
- Drive the client on-boarding process through pre- and post-sales technical advice.
- As a member of the Platform Infrastructure team, you will be involved in building highly available solutions across the entire SDLC stack with primary focus on an internet facing fintech site.
- You will be responsible for developing and maintaining tools to support the development environment on MacOS and Linux tool environment with a focus on improving developer productivity.
- You will also be part of the team responsible for maintaining Site reliability with focus on building highly scalable systems integrating resiliency and high availability at all levels.
- Develop software and tooling to secure and automate cloud infrastructure building software delivery capabilities with fully automatic workflows.
- Design and operation of a Kubernetes environment for container management and orchestration.
- Experience with distributed systems design, maintenance, and hands-on troubleshooting and debugging skills.
Qualifications
- 5+ years of experience in technology preferably on the buy-side, sell-side, or with a trading vendor
- 5+ years of professional experience supporting electronic trading
- 5+ years of FIX Protocol certification/connectivity experience
- 5+ years of DevOps, TechOps or SRE experience with 2+ years of AWS experience
- Knowledge of at least one buy-side or sell side order management system preferred
- Microservices (Docker, Kubernetes) experience in a production environment strongly desired
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Working knowledge of databases such as MongoDB, Postgres, DynamoDB
- Coding beyond simple scripting with strong opinions on maintainable and reusable code in Python, Ruby or Java is desired
- Experience with computer provisioning on a Cloud based platform using Terraform or Cloud formation
- Exceptional analytical skills, able to apply knowledge and experience in decision-making to arrive at creative and commercial solutions
- Experience building a Microservice based architecture
- Good written and spoken communication skills
- Able to design and implement complex, but easily managed, automated infrastructure
- Enthusiasm for sharing knowledge, teaching, and learning within a team environment
- Expert level knowledge of networking
- Experience with at least one version of FIX - FIX 4.2, FIX 4.4, or FIX 5.0
- Experience with debugging issues with the FIX protocol to include maintaining/establishing fix sessions and/or session management + order routing
- Experience in system tuning and performance testing
- AWS certifications are a plus
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Partnerships - Associate / Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate or Assistant Vice President to join the iCapital Solutions team, specifically focused on platform partnerships. This position will play a key role in managing and developing our current third-party partnerships and will also work closely with senior members of the Platform Partnerships team to uncover new growth opportunities and prospect new relationships within the wealth management industry.
This is a critical, technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions, spanning alternatives and structured investments to the independent wealth channel and enterprise partners. This individual will be responsible for assisting in the development and execution of our company’s strategy in establishing strategic partnerships that extend access to and further embed iCapital as part of the wealth management ecosystem.
Responsibilities
- Play a key role in management and growth for existing strategic partners, including wealth tech platforms and client reporting partners.
- Represent iCapital externally, delivering exceptional service to wealth tech partners and wealth management firms in support of iCapital’s integrations.
- Collaborate with cross-functional teams across the company to drive strategic initiatives and partnership implementations.
- Lead platform and system demonstrations for new prospects and existing partners, and lead responses to RFPs and partner diligence requests.
- Assist in outreach for new prospects, collaborating with senior members of the platform partnerships team on business development strategy.
- Drive process improvement by analyzing key performance indicators to uncover growth opportunities and measure success.
Qualifications
- 3-6+ years of experience in financial services, preferably in a business development or relationship management capacity.
- Experience with digital partnerships within wealth technology, private markets, or enterprise technology sales is a plus
- Direct experience working for or with wealth management, wealth tech or fintech firms is highly preferred
- Knowledge of alternatives and/or structured investments is preferred
- Experience with SAAS offerings, the wealth tech ecosystem, and platform integrations (e.g., single sign-on, APIs, etc.)
- Strong interpersonal and sales skills with direct experience in servicing clients
- Strong analytical and problem-solving skills and a high level of attention to detail
- Excellent verbal and written communication skills
- Strategic mindset and ability to work independently
- Demonstrated ability to manage projects with little to no oversight
- Series 7 and 63 licenses are preferred
- Bachelor's degree in a technical or financial field preferred, MBA or Graduate Degree is a plus
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Solutions - Assistant Vice President
Location: Lisboa, Portugal
Read Full Description
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 $194 billion in global client assets invested in 1,605 funds, as of July 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s business is growing rapidly, successful candidates will join in our efforts to help iCapital clients globally to access alternative investments. iCapital is looking for a talented Assistant Vice President - Platform Solutions to join the International Product and Platform Solutions team in Lisbon. The position will report to the Platform Solutions team lead. The role encompasses supporting the technical operational needs of all platform offerings as well as supporting and identifying the development of custom features for new partners including providing support to design unique platform workflows. The ideal candidate has a penchant for knowledge, a hunger for growth and learning, and will embrace a collaborative, fast-paced entrepreneurial environment.
Responsibilities
As an Assistant Vice President -Platform Solutions, you will concurrently support multiple projects and tasks. These tasks may include:
- Develop an in-depth understanding of the platform and proactively identify issues and areas for improvement.
- Work with senior team members to coordinate and manage detailed technical implementation tasks for timely and successful platform implementations.
- Coordinate ongoing technical implementation activities with multiple teams and stakeholders, to ensure the articulation of technical requirements delivery with IT client teams.
- Work with senior team members to support the launch of new clients:
- Gather and coordinate the technical requirements assessment to establish a technical operating model that covers all the platform ecosystem and client requirements;
- Manage and coordinate the establishment bespoke platform settings to manage timelines to requirements outside of box;
- Manage, coordinate and support on complex implementation functionalities setup, including HTML configurations and customizations;
- Co-create clients workflows and use cases, managing the configuration and implementation of the defined scenarios;
- Coordinate test setups and configurations before releasing features to the client;
- Define and manage the implementation project plan, alerting to potential project implementation constraints and issues regarding technical features release.
- Coordinate and manage internal and external client platform update requests via the team's ticketing system.
- Learn and support all interfaces on the iCapital platform; develop an in-depth understanding of the platform and proactively identify issues and areas for improvement from a technical to business view.
- Lead technical operational configurations on the platform to achieve client's business outcomes/Target Operating Model.
- Participate and/or manage application systems setup, maintenance, implementation, upgrade, testing, go-live, support, and resolution, ensuring all business use cases reflect the defined Target Operating Model.
- Coordinate and support on maintenance and support of the platform. Activities include delivery of enhancements and bug fixes, managing of service requests and troubleshooting of problems.
- Drive quality control through the building and execution of test cases for all the developed features.
- Work diligently with senior management and clients to engage new opportunities.
Qualifications
- B.Sc in computer or Engineering related fields
- Holding a Master's or MBA is a plus
- 5+ years of work experience in business integration, project technology implementation
- Experience with technical platform integration in the Financial Services industry
- Analyzing system workflows and business process flow is a plus.
- Proven ability to manage fast-paced projects and different client stakeholders with attention to detail
- Strong work ethic and a high degree of accountability
- Ability to quickly learn new business operations, processes, and procedures
- Demonstrate initiative, passion, willingness to roll up one's sleeves, get the job done, and a desire to work in a fast-moving entrepreneurial environment.
- Exceptional written and verbal communication skills in English are a must. Knowledge of other languages is an added advantage.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. 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.icapital.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 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.
Platform Solutions - Assistant Vice President
Location: Lisboa, Portugal
Read Full Description
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 $194 billion in global client assets invested in 1,605 funds, as of July 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s business is growing rapidly, successful candidates will join in our efforts to help iCapital clients globally to access alternative investments. iCapital is looking for a talented Vice President - Platform Solutions to join the International Product and Platform Solutions team in Lisbon. The position will report to the Platform Solutions team lead. The role encompasses supporting the technical operational needs of all platform offerings as well as supporting and identifying the development of custom features for new partners including providing support to design unique platform workflows. The ideal candidate has a penchant for knowledge, a hunger for growth and learning, and will embrace a collaborative, fast-paced entrepreneurial environment.
Responsibilities
As an Vice President -Platform Solutions, you will concurrently support multiple projects and tasks. These tasks may include:
- Develop an in-depth understanding of the platform and proactively identify issues and areas for improvement.
- Work with senior team members to coordinate and manage detailed technical implementation tasks for timely and successful platform implementations.
- Coordinate ongoing technical implementation activities with multiple teams and stakeholders, to ensure the articulation of technical requirements delivery with IT client teams.
- Work with senior team members to support the launch of new clients:
- Gather and coordinate the technical requirements assessment to establish a technical operating model that covers all the platform ecosystem and client requirements;
- Manage and coordinate the establishment bespoke platform settings to manage timelines to requirements outside of box;
- Manage, coordinate and support on complex implementation functionalities setup, including HTML configurations and customizations;
- Co-create clients workflows and use cases, managing the configuration and implementation of the defined scenarios;
- Coordinate test setups and configurations before releasing features to the client;
- Define and manage the implementation project plan, alerting to potential project implementation constraints and issues regarding technical features release.
- Coordinate and manage internal and external client platform update requests via the team's ticketing system.
- Learn and support all interfaces on the iCapital platform; develop an in-depth understanding of the platform and proactively identify issues and areas for improvement from a technical to business view.
- Lead technical operational configurations on the platform to achieve client's business outcomes/Target Operating Model.
- Participate and/or manage application systems setup, maintenance, implementation, upgrade, testing, go-live, support, and resolution, ensuring all business use cases reflect the defined Target Operating Model.
- Coordinate and support on maintenance and support of the platform. Activities include delivery of enhancements and bug fixes, managing of service requests and troubleshooting of problems.
- Drive quality control through the building and execution of test cases for all the developed features.
- Work diligently with senior management and clients to engage new opportunities.
Qualifications
- B.Sc in computer or Engineering related fields
- Holding a Master's or MBA is a plus
- 5+ years of work experience in business integration, project technology implementation
- Experience with technical platform integration in the Financial Services industry
- Analyzing system workflows and business process flow is a plus.
- Proven ability to manage fast-paced projects and different client stakeholders with attention to detail
- Strong work ethic and a high degree of accountability
- Ability to quickly learn new business operations, processes, and procedures
- Demonstrate initiative, passion, willingness to roll up one's sleeves, get the job done, and a desire to work in a fast-moving entrepreneurial environment.
- Exceptional written and verbal communication skills in English are a must. Knowledge of other languages is an added advantage.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. 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.icapital.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 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.
Platform Technology Support - Assistant Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital’s Platform Technology Support team provides technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company’s mission to create a best-in-class user experience. This is a great opportunity for someone with a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment.
This position will be responsible for researching, collaborating and solving technical issues as it relates to iCapital’s integrated platform. The ideal candidate will embrace a collaborative and multi-disciplinary team in a fast-paced and entrepreneurial environment.
Responsibilities
- Respond to platform specific technical inquiries from both internal and external users across iCapital’s integrated platform.
- Effectively troubleshoot technical issues and collaborate internally as needed, providing timely resolutions.
- Synthesize customer feedback and collaborate with other departments to optimize the user experience.
- Create documentation for new product solutions and enhancements to existing technology, as well as producing resources to enable staff to determine technical issues.
- Educate internal departments regarding the best practices to resolve technical issues.
- Participate in event driven initiatives related to the rollout of new system capabilities and functionality.
- Assist the team manager with the review and oversight of requests to ensure service provided is accurate, timely, and meets iCapital’s high standards.
Qualifications
- 5+ years of experience in a client technical support role, working in a fast-paced, agile environment
- Strong communication skills are essential, as the success of this position requires continual interaction with external partners and internal business managers
- Ability to prioritize assignments with excellent time management skills
- Proven ability to multi-task and work both independently and as a team player
- Technical experience and comfortable with spreadsheets, business intelligence tools and an understanding of databases. Experience with SQL is a plus
- Attention to detail with the ability to analyze and research systems to rectify issues and provide solutions. Familiar with alternative investments and financial technology is strongly preferred
Benefits
The base salary range for this role is $ 100,000 to $ 140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Platform Technology Support - Associate
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced Associate to join its Platform Technology Support team. The initial responsibility will be to facilitate the migration of acquired technologies and users into the new iCaptial Insight. Once the migration is completed, the focus will be to respond to inbound technical service queries regarding the iCapital Integrated platform offering. This role will work with a broad range of external and internal customers seeking assistance with an array of low to moderately complex technical service needs, as well as coordinating the resolution to more complex issues by collaborating with internal stakeholders. The Platform Technology Support team’s principal objective is to offer iCapital’s customers a singular service experience to manage all their technical needs. We are seeking team members with a technical skillset who desire to deliver an exceptional client experience in a fast-paced, collaborative, and entrepreneurial environment.
Responsibilities
- Support all aspects of the migration of data, users, and access to support iCaptial Insight, which provides financial professionals with foundational education, fund-level training, and engagement data.
- Partner closely with Product Managers, Relationship Managers, and Operations to migrate the existing application into iCaptial Insight.
- Mapping foundational training courses to each Marketplace firm and White label partner.
- Manually process user management to allow access to the suite of educational offerings within iCaptial Insight.
- Document and update procedures, processes, and workflows relating to the migration efforts.
- Post migration, permission users to support the launch of new funds.
- Facilitate Internal user entitlements to iCapital’s other suite of propriety systems.
- Assist with the creation of processes and documentation of technical issues to support new product solutions, enhancements, and operational changes.
Qualifications
- 2 to 5+ years of experience in a client technical support role or data entry/programing environment within a fast-paced, agile environment.
- Strong communication skills are essential, as the success of this position requires continual interaction with external partners and internal business managers.
- Ability to prioritize assignments with excellent time management skills.
- Proven ability to multi-task and work both independently and as a team player.
- Technical experience including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus).
- Attention to detail and the ability to analyze and research systems to rectify issues and provide solutions.
- Experience managing data integrations is a plus.
- Familiarity with alternative investments and financial technology is preferred.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Portfolio Manager - Senior Vice President
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Senior Vice President to join the Portfolio Management team who will be responsible for building and managing an evergreen portfolio of direct co-investments in deals alongside a prominent private equity sponsor with multiple investment strategies. This investment professional will play an integral role in helping grow our evergreen registered fund business.
Responsibilities
- Perform due diligence on new direct co-investment opportunities alongside a prominent private equity sponsor.
- Manage portfolio construction across multiple investment strategies.
- Discuss overall strategy, portfolio, and specific investments with existing and potential wealth platforms to grow AUM.
- Monitor the portfolio by reviewing quarterly updates and conducting calls with the private equity sponsor.
- Collaborate with various internal teams such as Distribution, Finance, Legal and Compliance.
Qualifications
- 10+ years of relevant experience in private equity investing (co-investments and/or direct investments)
- Familiar with risk management in constructing a portfolio of private equity investments
- Involvement in fundraising discussions with potential investors
- Experience with evergreen and/or registered offerings is a plus
- Experience in the wealth space is a plus
- Strong qualitative and quantitative analytical capabilities
- Excellent verbal communication skills
- Able to problem-solve and make logical recommendations under pressure
- Professional and confident demeanor, including comfort interacting with senior personnel in the industry
Benefits
The base salary range for this role is $250,000 to $300,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Portfolio Manager - Senior Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Senior Vice President to join the Portfolio Management team who will be responsible for building and managing an evergreen portfolio of direct co-investments in deals alongside a prominent private equity sponsor with multiple investment strategies. This investment professional will play an integral role in helping grow our evergreen registered fund business.
Responsibilities
- Perform due diligence on new direct co-investment opportunities alongside a prominent private equity sponsor.
- Manage portfolio construction across multiple investment strategies.
- Discuss overall strategy, portfolio, and specific investments with existing and potential wealth platforms to grow AUM.
- Monitor the portfolio by reviewing quarterly updates and conducting calls with the private equity sponsor.
- Collaborate with various internal teams such as Distribution, Finance, Legal and Compliance.
Qualifications
- 10+ years of relevant experience in private equity investing (co-investments and/or direct investments)
- Familiar with risk management in constructing a portfolio of private equity investments
- Involvement in fundraising discussions with potential investors
- Experience with evergreen and/or registered offerings is a plus
- Experience in the wealth space is a plus
- Strong qualitative and quantitative analytical capabilities
- Excellent verbal communication skills
- Able to problem-solve and make logical recommendations under pressure
- Professional and confident demeanor, including comfort interacting with senior personnel in the industry
Benefits
The base salary range for this role is $250,000 to $300,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Private Capital Fund Finance - Assistant Vice President
Location: Greenwich, CT, United States
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an Assistant Vice President to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, senior management, and clients on a variety of accounting and reporting processes. This role will report to a Senior Vice President, Fund Finance Private Equity.
Responsibilities
- Work with iCapital’s implementation teams with regards to new business and fund launches.
- Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective.
- Determine commitment sizes to underlying funds and conduct analysis on feeder fund expenses.
- Oversee quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs.
- Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team.
- Participate in management-level meetings internally and externally.
- Attend prospective clients’ on-site due diligence.
- Approve and release quarterly management fee payment wires.
- Facilitate and work with iCapital Technology and Product teams to drive process automation and efficiency.
- Monitor fund’s compliance with the partnership operating agreement terms.
- Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP.
Qualifications
- Bachelor’s degree in accounting or finance
- 5-10 years of financial services or asset management accounting and operations experience
- Alternative investments fund administration and operations is a plus
- Advanced degree and/or credentials, or progress towards 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
- 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 $120,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Private Capital Fund Finance - Associate
Location: Greenwich, CT, United States
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an Associate to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, senior management, and clients on a variety of accounting and reporting processes. This role will report to a Vice President, Fund Finance Private Equity.
Responsibilities
- Work with iCapital’s implementation teams with regards to new business and fund launches.
- Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective.
- Determine commitment sizes to underlying funds and conduct analysis on feeder fund expenses.
- Oversee quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs.
- Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team.
- Participate in management-level meetings internally and externally.
- Attend prospective clients’ on-site due diligence.
- Approve and release quarterly management fee payment wires.
- Facilitate and work with iCapital Technology and Product teams to drive process automation and efficiency.
- Monitor fund’s compliance with the partnership operating agreement terms.
- Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP.
Qualifications
- Bachelor’s degree in accounting or finance
- 3 to 6 years of financial services or asset management accounting and operations experience
- Alternative investments fund administration and operations is a plus
- Advanced degree and/or credentials, or progress towards 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
- 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 $85,000 to $115,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Private Capital Fund Finance - Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an Vice President to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, senior management, and clients on a variety of accounting and reporting processes. This role will report to a Senior Vice President, Fund Finance Private Equity.
Responsibilities
- Work with iCapital’s implementation teams with regards to new business and fund launches.
- Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective.
- Determine commitment sizes to underlying funds and conduct analysis on feeder fund expenses.
- Oversee quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs.
- Review and sign-off on capital call and distribution cash analysis, investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team.
- Participate in management-level meetings internally and externally.
- Attend prospective clients’ on-site due diligence.
- Approve and release quarterly management fee payment wires.
- Facilitate and work with iCapital Technology and Product teams to drive process automation and efficiency.
- Monitor fund’s compliance with the partnership operating agreement terms.
- Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP.
Qualifications
- Bachelor’s degree in accounting or finance
- 10+ years of financial services or asset management accounting and operations experience
- Alternative investments fund administration and operations is a plus
- Advanced degree and/or credentials, or progress towards 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
- 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 $140,000 to $190,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Private Markets, Due Diligence - Assistant Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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About the Role
iCapital is looking for an Assistant Vice President to join its growing Research and Education team.The role will focus on conducting due diligence on Private Capital funds and authoring thorough due diligence reports that are offered to our clients.This individual should have a strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets.
Responsibilities
- Help maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy.
- Participate in investment and operational due diligence on private capital managers identified for inclusion on iCapital’s platform.
- Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.
- Source new managers, perform initial screening, and identify managers for further consideration.
- Monitor and maintain coverage of select list of manager and funds providing regular updates on performance, exposures, and organizational changes.
- Prepare marketing and education materials on various products and strategies for clients of the company.
- Support all aspects of iCapital’s fund launch process by partnering with the Investment, Product Development, Sales, and Marketing teams.
- Assist in developing a marketing plan for all new product launches, partner with the Sales team to conduct demand assessment, and execute marketing plan by partnering with Research and Sales teams.
- Assist with the planning and execution of roadshows and conferences.
Qualifications
- 4-7 years of total experience in financial services
- Bachelor’s degree in finance, economics or a similar field of study
- Demonstrated quantitative and qualitative analytical skills
- Strong written communication skills and able to present in front of senior professionals in the industry
- Able to work independently
- Progressing or interest in pursuing a CFA is a plus
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Private Markets, Due Diligence - Associate
Location: Greenwich, CT, United States; New York, NY, United States
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About the Role
iCapital is looking for an Associate to join its growing Research and Education team.Thie role will focus on supporting the private markets groups across private equity, private credit, and real estate and real assets. This individual will participate in due diligence efforts, market mapping, and other support functions.
Responsibilities
- Support the private markets group through a variety of tasks.
- Help maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and assist in the effort in creating market maps for each major strategy.
- Participate in investment and operational due diligence on private capital managers identified for inclusion on iCapital’s platform.
- Contribute to the preparation of clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.
- Source new managers, perform initial screening, and identify managers for further consideration.
- Monitor and maintain coverage of select list of manager and funds providing regular updates on performance, exposures, and organizational changes.
- Provide support in preparing marketing and education materials on various products and strategies for clients of the company.
- Support all aspects of iCapital’s fund launch process by partnering with the Investment, Product Development, Sales, and Marketing teams.
- Assist in developing a marketing plan for all new product launches, partner with the Sales team to conduct demand assessment, and execute marketing plan by partnering with Research and Sales teams.
- Assist with the planning and execution of roadshows and conferences.
Qualifications
- 2-5 years of total experience in financial services
- Bachelor’s degree in finance, economics or a similar field of study
- Demonstrated qualitative and quantitative analytical skills
- Strong written communication skills and eager to learn
- Able to work independently
- Progressing or interest in pursuing a CFA is a plus
Benefits
The base salary range for this role is $90,000 to $120,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Private Markets, Due Diligence Manager - Senior Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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About the Role
iCapital is looking to hire a Senior Vice President professional to join its growing Research and Due Diligence team. This role will help lead private markets managers due diligence business, including overseeing due diligence processes, developing educational content, presenting to existing and prospective clients, and managing a team of investment analysts. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets.
Responsibilities
- Help lead the day-to-day management of the private markets research division, including market research, pipeline management, and liaising with internal stakeholders in sales, legal and compliance, corporate finance, etc.
- Lead investment and operational due diligence on private capital managers identified for inclusion on the company’s platform.
- Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.
- Help manage the investment committee schedule and coordinate materials for monthly meetings.
- Participate in monthly and quarterly monitoring meetings of existing fund investments and coordinate follow-up steps on funds that are not meeting desired metrics.
- Lead pipeline management across private markets asset class, including coordinating fund manager sourcing, developing and meeting launch timelines, and development of collateral as necessary.
- Keep abreast of investment opportunities and be able to successfully communicate information to the Investment team.
- Maintain a pipeline of investment ideas that are in the market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy.
- Present investment merits of current products in the market as well as current trends in the private capital investing to clients.
Qualifications
- 15+ years of total experience in financial services; 10+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant or fund of funds
- Fund manager evaluation as the candidate’s primary responsibility at prior firm(s)
- 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 $250,000 to $325,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Development and Structuring - Assistant Vice President
Location: Hong Kong
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About The Role
iCapital, a rapidly growing business, seeks accomplished candidates to join our mission of assisting APAC clients in accessing alternative investments. We are currently hiring anAssociate / Assistant Vice Presidentto join our APAC Product Development and Structuring Team. This pivotal role, as part of our growing team in APAC will be based inHong-Kong, is dedicated to supporting our valued clients and partners as we expand our successful business in APAC.
Your responsibilities will encompass two critical areas:
- Project Management and Fund Structuring: You will support the team to manage the product structuring and fund launch process and provide technical insights into structuring specifically tailored for the major APAC markets. This involves collaborating with top global alternative investment managers and key regional financial institutions (e.g. global and regional banks, wealth management platforms).
- Product Launch Cycle Management: Your focus will be on alternative investment vehicles within the private market asset space. You’ll oversee the entire product launch cycle, ensuring optimized fund offerings that align with client needs. This strategic work directly supports the delivery and implementation of private market strategies for private wealth markets.
The ideal candidate has a curiosity for knowledge, a relentless drive for continuous personal and professional development, and thrives in a fast-paced entrepreneurial environment. This pivotal role will be based in Hong Kong, with direct reporting a Vice President - Product Manager based in Hong Kong.
This is an opportunity to rapidly expand your skillset and progress your career at an accelerated pace with the support of industry leaders in a collaborative environment.
Responsibilities
- Drive Fund Launch Initiatives for the APAC Market: support launching funds in APAC, including supporting client pitches for new product mandates, scoping new products, and coordinating the fund launch process across different functions.
- Deepen Market Knowledge: Cultivate an in-depth understanding of the targetable market for iCapital in APAC region. Leverage insights from regional industry landscape studies, competitor research, and client/market trends, collaborating closely with internal teams.
- Stakeholder Collaboration: Work closely with both internal and external stakeholders to establish an effective product operational infrastructure and operating model that aligns with our growth aspirations in the relevant APAC markets.
- Scalability Enhancement: Continuously improve governance framework to improve the scalability of the fund launch process originated in APAC markets.
- Global and Asia-Pacific Expansion: As a member of our growing Asia team, collaborate with colleagues to expand iCapital’s offerings. This includes:
- Assisting with various fund launch activities, including material preparation.
- Supporting projects for onboarding new funds.
- Contributing to projects regarding new market entries and additional fund structures.
- Contributing to shaping iCapital’s service offerings across diverse geographies and fund types.
- Handling ad hoc requests.
Qualifications
- Bachelor’s degree and/or master’s degree
- Experience in the funds industry is expected, ideally product management or development role within asset management, financial services, or legal services in the major APAC markets
- Experience or interest in private markets is expected
- Experience in structuring private fund vehicles applicable to the major APAC is a significant advantage
- Knowledge of the private wealth market in the major jurisdictions in APAC is a significant advantage
- A positive attitude and a desire to work in a fast-moving, entrepreneurial environment
- Ability to be detailed and task-oriented, handling multiple tasks and prioritizing assignments effectively
- Excellent communication skills, with the ability to articulate complex structuring matters
- Fluency in English (both written and verbal) is required. Proficiency in other Asian language is a plus
- Proficient in Microsoft Office and experienced in using relevant project planning tools
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday).
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visit https://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Product Development and Structuring - Associate
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a talented private markets Product Development and Structuring/Project Management professional to support its continued global expansion. iCapital’s rapid growth in the European and Asian marketplaces creates an opportunity for a junior product and project management professional to join a dynamic, rapid growth environment.
The Product Development and Structuring department is a fast-growing team focused on opportunities across markets outside the US. You will be responsible for helping to develop iCapital’s global offering and supporting the product launches and lifecycles of private market alternative investment funds. These will be both funds created to invest into or alongside specified funds of 3rd-party alternative asset managers – so called ‘feeder’ or ‘conduit’ funds – and ‘direct investing’ funds across the entire range of private market asset strategies. Specifically, and due to business demand, we are seeking to increase our capacity to deliver our various offerings to the evergreen funds of our asset manager clients.
The successful candidate will be based in Lisbon, reporting to a member of the International Product Development and Structuring team.
Responsibilities
- Deliver projects related to onboarding new products onto iCapital´s Global Marketplace and similar platforms by coordinating with the client and internal teams such as Implementation Specialists, International Legal, and Asset Manager Solutions, while overseeing timelines and ensuring successful completion.
- Work with a team of product development colleagues who are responsible for new product development, product structuring, and fund lifecycle management. This team stands at the heart of iCapital’s growth into new markets and fund structures.
- Schedule regular calls with relevant teams.
- Develop, circulate, and track agendas.
- Track mandate progress through to conclusion.
- ‘Administration’ of mandate delivery: distribution of relevant materials, collation of information, coordination of relevant internal and external parties
- Project management support for other fund related product launches
- Oversee the preparation of marketing materials and coordinate pitch deck creation (directs and feeders), ensuring compliance sign-off and timely uploads to the iCapital platform.
- Collaborate with internal teams, including Client Success and external providers, to facilitate reporting services and production of PRIIPs KIDs.
- Assist in fund cost modelling during the pitching phase and manage the International Product Pitch Slide Library.
- Ensure correct and timely registrations of products across relevant fund jurisdictions and markets, coordinating with internal legal team
Development
- For the right candidate, this represents an ideal opportunity to develop both their technical knowledge of product development and fund structuring, as well as the skills to progress within an exceptional business in a fast-growing industry segment
Qualifications
- Solid academic background Bachelor’s degree and/or master’s degree
- 2-4 years of relevant experience, such as working in a product role in an alternatives manager, asset manager or wealth manager
- Experience in private markets and other alternative funds
- Understanding of the lifecycle and operational processes of alternative investments
- Excellent organisational skills and the ability to handle multiple tasks and prioritise assignments
- Positive attitude, proactive and a desire to work in a friendly, fast-moving entrepreneurial environment
- Ability to handle multiple tasks and prioritize assignments.
- Strong oral and written communication skills – proficiency in English required, other languages a plus
- Strong analytical and communications skills.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Product Manager - Assistant Vice President
Location: Stamford, CT, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Product Manager to help integrate our platform assets into a single cohesive ecosystem. This role works closely with multiple teams including our product managers and technology leads to facilitate our technology development by coordinating with internal teams including Sales, UX & 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.
Responsibilities
- Partner with product managers and other teams 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.
- Become a subject-matter expert in the specific product area of the role.
- Engage with end users, clients, and internal stakeholders to identify opportunities to evolve the platform. Develop and maintain a roadmap that is consistent with company strategy and product priorities.
- Work closely with UX, Engineering, and other internal partners throughout the full product development lifecycle, from concept through testing and roll out. Monitor the success of your product area and work continuously to improve against target metrics.
- Serve as the evangelist for your product area through meetings and presentations with internal and external stakeholders.
- Work alongside the engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent.
- Facilitate and guide groups through processes to help them make decisions and find solutions.
- Assist with producing collateral internally and externally such as quarterly roadmaps.
Qualifications
- 6+ years of experience in a similar role
- Previous experience in financial services or at a financial technology company strongly preferred. Ideally, experience working for a large FI or software company that builds tools for FIs
- Demonstrated project and program management experience, including working knowledge of project management and collaboration tools
- Excellent verbal and written communication skills, used to working in multi-location teams and 'managing by influence'
- Experience defining process flows and user stories, business and technical requirements, and performing quality assurance activities.
- Able to work both collaboratively and independently in a cross-functional environment
- Experience navigating complex software development projects
- Strong understanding of how technology platforms are built and how to approach the introduction of new features and functionality
- Proficient in SQL and able to generate insights through data
- Financial technology background strongly preferred
- Knowledge or certifications in various program, project and software development methodologies such as SCRUM, PMI, Six Sigma strongly preferred
Benefits
The base salary range for this role is $100,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager - Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated Product Manager to join our Client Architecture Solutions team. This role will cultivate a deep understanding of the US wealth management industry and the way that our technology is developed to scale the distribution of alternative products. This individual will have the opportunity to work directly with our clients to solve challenging and complex industry-wide problems, spanning various alternative investment products.
Responsibilities
- Understand customer needs by carefully listening to and analyzing client feedback.
- Work directly with clients to deploy integrated technology solutions to the desktops of financial advisors.
- Create thoughtful data architecture designs for data integration.
- Develop a solid understanding of the Alts Industry to help build scalable data workflows.
- Present, communicate, and work directly with executive management as needed and provide status updates of critical strategic implementations.
- Develop a solid understanding of the US Wealth Management Industry and make prioritization recommendations, which are grounded in knowledge of our industry and our clients.
- Drive usage and adoption of the platform by finding solutions, which meet user needs and drive platform stickiness.
- Work closely with internal teams, including Sales, UX Design and Engineering, to write user stories and requirements documentation.
- Manage technical considerations, working closely with Engineering team to deliver solutions to complex problems.
- Operate within an agile development framework.
Qualifications
- 6+ years of professional work experience
- Able to work with external and internal stakeholders directly, taking away feedback to constantly improve our platform and data workflows
- Previous experience in financial services and/or financial technology
- Previous experience working with large data sets; SQL experience is preferred
- Proven ability to manage competing priorities and meet deadlines
- Excellent attention to detail
- Able to drive various initiatives forward simultaneously
- Excellent analytical and problem-solving skills
- Self-starter and able to work autonomously as well as within a collaborative team
- Able to build strong working relationships with engineers, designers, salespeople, client success, and various other teams across the organization
- Understanding of the different components of technology stack for a cloud-based application
- Previous experience within the WealthTech domain
- Proven ability to operate within the fast-paced nature of a growth company
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager - Associate
Location: Stamford, CT, United States
Read Full Description
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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Product Manager to help integrate our platform assets into a single cohesive ecosystem. This role works closely with multiple teams including our product managers and technology leads to facilitate our technology development by coordinating with internal teams including Sales, UX & 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.
Responsibilities
- Partner with product managers and other teams 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.
- Become a subject-matter expert in the specific product area of the role.
- Engage with end users, clients, and internal stakeholders to identify opportunities to evolve the platform. Develop and maintain a roadmap that is consistent with company strategy and product priorities.
- Work closely with UX, Engineering, and other internal partners throughout the full product development lifecycle, from concept through testing and roll out. Monitor the success of your product area and work continuously to improve against target metrics.
- Serve as the evangelist for your product area through meetings and presentations with internal and external stakeholders.
- Work alongside the engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent.
- Facilitate and guide groups through processes to help them make decisions and find solutions.
- Assist with producing collateral internally and externally such as quarterly roadmaps.
Qualifications
- 2+ years of experience in a similar role
- Previous experience in financial services or at a financial technology company strongly preferred. Ideally, experience working for a large FI or software company that builds tools for FIs
- Demonstrated project and program management experience, including working knowledge of project management and collaboration tools
- Excellent verbal and written communication skills, used to working in multi-location teams and 'managing by influence'
- Experience defining process flows and user stories, business and technical requirements, and performing quality assurance activities.
- Able to work both collaboratively and independently in a cross-functional environment
- Experience navigating complex software development projects
- Strong understanding of how technology platforms are built and how to approach the introduction of new features and functionality
- Proficient in SQL and able to generate insights through data
- Financial technology background strongly preferred
- Knowledge or certifications in various program, project and software development methodologies such as SCRUM, PMI, Six Sigma strongly preferred
Benefits
The base salary range for this role is $80,000 to $100,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager, DLT - Assistant Vice President / Vice President
Location: New York, NY, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated Product Manager to help lead the development of iCapital’s Distributed Ledger Technology APIs and client system integrations. This individual will be working in a team-oriented environment with smart and hardworking individuals in a results-oriented culture with support from the Executive Management. This is a management level role with room for growth and oversight over teams, projects, and space. This person will have the opportunity to solve fun and complex industry wide problems, spanning across various alternative investment data workflows. This role works directly with end users and clients to bring scale and efficiency spanning across a multitude of different business processes.
This is an opportunity to utilize the latest technologies and innovative solutions. This individual will own, lead, and deliver various solutions with direct oversight of data models, data validation, and data integrations, 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 implementations. 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.
Responsibilities
- Lead engagement with end users and clients to identify and deliver solutions to core functional areas and user needs.
- Develop the strategic roadmap and lead the direction of the product data models and APIs in partnership with stakeholders.
- Present, communicate, and work directly with executive management as needed and provide status updates of critical strategic implementations.
- Resolve issues and concerns around the allocation of resources and work with stakeholders to manage expectations and setting of priorities.
- Work with the production support team and provide oversight and work to resolve existing gaps with new builds or proposals for new resources.
- Propose and plan team structure and expansion where necessary with a well thought out plan of execution as the company grows.
- 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 API features and functions.
- Develop a strong understanding of business impacts and what is most critical and manage the team and space for concurrent requests and requirements.
- Test and review client integrations and oversee team execution in general and ensure flawless execution.
- Monitor the performance of the APIs and connectivity with clients to continuously improve it through all the life-stages of a product.
- Maintain awareness of the competitive landscape from a business, legal, and compliance perspective.
- Step outside the product realm when appropriate to contribute to the team and overall company mission.
Qualifications
- 5 -10+ years of experience in product management in a fast-paced, agile environment
- Proven track record of management of technical teams and projects
- Excellent management skills for organizing requests and priorities
- Track record of exercising strong influence in partnerships with colleagues, teams, and clients
- Great communicator and comfortable engaging executive management for ideas and resolutions
- Natural problem solver and driven to push initiatives to conclusions
- Critical thinker and comfortable with the unknown
- Financial technology background strongly preferred
- Willingness to dig deep, analyze and know the ins and outs of how things work
- Data analysis experience is required, with an emphasis in SQL and developing API integrations
- Develop an in-depth understanding of organizational data flow and its impact on business processes
- Expertise with QA testing and business analysis and project management
- Strong technical background and understanding; ability to design and implement strategic API functionalities at scale
- Strong interpersonal skills and capable of building relationships to gain buy in and achieve business results
- History of customer centric focus with a knack for quick and thoughtful problem-solving
- Strong interpersonal and presentation skills
- Experience in data engineering and quantitative science is preferred, but not required
Benefits
The base salary range for this role is $120,000 to $180,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager, Evergreen Investment Team - Senior Vice President
Location: Greenwich, CT, United States; New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Senior Vice President to join its Evergreen Investment Funds team. The Product Manager will work closely with a Portfolio Manager responsible for building and managing an evergreen portfolio of direct co-investments alongside a prominent private equity sponsor. This individual will play an integral role in helping grow iCapital’s evergreen registered fund business by overseeing key aspects of this new fund’s operations, investor relations, marketing, and distribution strategy.
Responsibilities
- Lead marketing efforts for the fund including preparing and maintaining fundraising presentations, portfolio review decks, quarterly calls, and other marketing collateral.
- Work closely with the portfolio manager on the “business of the fund” including distributions, liquidity management, communications with existing and prospective investors, etc.
- Develop relationships with top distribution platforms in the wealth channel.
- Coordinate with internal Legal, Accounting, Fund Admin, Operations, Investor Relations, and Distribution business teams on all aspects of the fund.
- Oversee investor-specific and Board-specific recurring reporting updates.
Qualifications
- 10+ years of relevant experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
- Able to develop strong and trusted relationships with both internal teams and external clients
- Outstanding organizational and time management skills
- High accuracy and attention to detail
- Excellent written and verbal communication skills
- Professional demeanor with an entrepreneurial attitude and strong sense of ownership
- Bachelor's degree: CFA/CAIA/MBA is a plus
- 6+ years of relevant professional work experience
Benefits
The base salary range for this role is $200,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager, Investment Team - Vice President
Location: New York, NY, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Vice President to join its Investment Funds team. This individual will play an integral role in helping grow iCapital’s evergreen registered fund business by overseeing key aspects of this new fund’s operations, investor relations, marketing, and distribution strategy.
Responsibilities
- Lead marketing efforts for the fund including preparing and maintaining fundraising presentations, portfolio review decks, quarterly calls, and other marketing collateral.
- Work closely with the portfolio manager on the “business of the fund” including distributions, liquidity management, communications with existing and prospective investors, etc.
- Develop relationships with top distribution platforms in the wealth channel.
- Coordinate with internal Legal, Accounting, Fund Admin, Operations, Investor Relations, and Distribution business teams on all aspects of the fund.
- Oversee investor-specific and Board-specific recurring reporting updates.
Qualifications
- 8+ years of relevant experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
- Able to develop strong and trusted relationships with both internal teams and external clients
- Outstanding organizational and time management skills
- High accuracy and attention to detail
- Excellent written and verbal communication skills
- Professional demeanor with an entrepreneurial attitude and strong sense of ownership
- Bachelor's degree: CFA/CAIA/MBA is a plus
- 5+ years of relevant professional work experience
Benefits
The base salary range for this role is $160,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager, Investment Team - Vice President
Location: Greenwich, CT, United States
Read Full Description
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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Vice President to join its Investment Funds team. This individual will play an integral role in helping grow iCapital’s evergreen registered fund business by overseeing key aspects of this new fund’s operations, investor relations, marketing, and distribution strategy.
Responsibilities
- Lead marketing efforts for the fund including preparing and maintaining fundraising presentations, portfolio review decks, quarterly calls, and other marketing collateral.
- Work closely with the portfolio manager on the “business of the fund” including distributions, liquidity management, communications with existing and prospective investors, etc.
- Develop relationships with top distribution platforms in the wealth channel.
- Coordinate with internal Legal, Accounting, Fund Admin, Operations, Investor Relations, and Distribution business teams on all aspects of the fund.
- Oversee investor-specific and Board-specific recurring reporting updates.
Qualifications
- 8+ years of relevant experience in financial services (e.g., investment management, project management, private investing, investment banking, transaction advisory services, capital markets, management consulting, etc.)
- Able to develop strong and trusted relationships with both internal teams and external clients
- Outstanding organizational and time management skills
- High accuracy and attention to detail
- Excellent written and verbal communication skills
- Professional demeanor with an entrepreneurial attitude and strong sense of ownership
- Bachelor's degree: CFA/CAIA/MBA is a plus
- 5+ years of relevant professional work experience
Benefits
The base salary range for this role is $160,000 to $200,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager - Vice President / Senior Vice President
Location: New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Product Manager Vice President to join the Data Solutions team. With the full integration of legacy Mirador and legacy AltExchange into iCapital Data Solutions, we've unified the best of breed into a single, powerful platform. This role will be integral in delivering iCapital data solutions core goals of streamlining data aggregation, automating reports, enhancing transparency and delivering improved efficiency for our clients.
Responsibilities
- Partner with product managers and other teams 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.
- Become a subject-matter expert in Alternative Investment Data Management
- Engage with end users, clients, and internal stakeholders to identify opportunities to evolve the platform. Develop and maintain a roadmap that is consistent with company strategy and product priorities.
- Work closely with UX, Engineering, and other internal partners throughout the full product development lifecycle, from concept through testing and roll out.
- Monitor the success of your product area and work continuously to improve against target metrics.
- Serve as the evangelist for your product area through meetings and presentations with internal and external stakeholders.
- Work alongside the engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent.
- Facilitate and guide groups through processes to help them make decisions and find solutions.
- Assist with producing collateral internally and externally such as quarterly roadmaps, user guides, requirement documents.
Qualifications
- 10+ years of experience in a similar role
- Previous experience in financial services or at a financial technology company with alternative investment experience is strongly preferred
- Demonstrated project and program management experience, including working knowledge of project management and collaboration tools (e.g. JIRA, Monday, Confluence, Lucid Charts, Figma, MS Office Suite)
- Excellent verbal and written communication skills, used to working in multi-location teams and 'managing by influence
- Experience defining process flows and user stories, business and technical requirements, and performing quality assurance activities
- Able to work both collaboratively and independently in a cross-functional environment.
- Experience navigating complex software development projects
- Strong understanding of how technology platforms are built and how to approach the introduction of new features and functionality
- Knowledge or certifications in various program, project and software development methodologies such as SCRUM, PMI, Six Sigma is strongly preferred
Benefits
The base salary range for this role is $150,000 to $220,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Product Manager - Vice President / Senior Vice President
Location: Lisboa, Portugal
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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 $194 billion in global client assets invested in 1,605 funds, as of July 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
We are seeking an experienced and visionary Product Manager to support the strategic direction, development, and performance of our platform in the international market, ensuring it meets market needs and drives business growth. The ideal candidate will have a strong background in fintech, product management, and leadership. They will report directly to the Managing Director, head of the department.
Responsibilities
- Develop and execute the product strategy for the international platform, aligning it with company goals.
- Oversee the entire product lifecycle, from ideation to launch and continuous improvement.
- Coordinate with cross-functional teams, including engineering, design, marketing, and sales.
- Identify market trends, customer needs, and competitive landscape to inform product development.
- Foster innovation and stay ahead of technological advancements in the fintech industry.
- Manage product roadmaps, prioritization, and resource allocation.
- Build strong relationships with key stakeholders, including clients, partners, and vendors.
- Ensure compliance with industry standards and regulations.
- Prepare and present product updates and performance metrics to the executive team.
- Mentor and develop product management talent within the organization.
Qualifications
- Bachelor’s degree in Business, Finance, Computer Science, or related field (Master’s preferred).
- Proven experience in fintech product management at a senior level.
- Strong leadership and team management skills.
- Deep understanding of the fintech landscape, trends, and technologies.
- Excellent analytical, problem-solving, and decision-making abilities.
- Exceptional communication and interpersonal skills.
- Proficiency in product management tools and software.
- Ability to work in a fast-paced, dynamic environment.
Key Attributes
- Visionary thinker with a strategic mindset.
- Proactive, self-motivated, and driven by results.
- Strong business acumen and customer-centric approach.
- Ability to navigate complex and evolving regulatory environments.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. 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.icapital.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 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.
Product Support Engineer - Associate / Assistant Vice President
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated Product Support Engineer to join our team. This role will be responsible for daily management and troubleshooting of client technical support requests for a large and dynamic application that supports structured investments, annuities, and alternative investments. This individual will be responsible for ensuring that all technical issues related to these investment products are resolved in a timely and efficient manner. This includes responding to requests and keeping the client informed of updates at a regular interval. The Client Support Engineer will initially triage the support request and escalate internally to a secondary support staff as needed. This may require collaboration with members of other engineering teams to help resolve the issue. This role also requires communication and active coordination with several different internal business side teams.
Responsibilities
- Respond in a timely manner to client inbound support requests and maintain updates during troubleshooting.
- Engage in the initial triage of support requests and either resolving or escalating to the appropriate secondary support team.
- Maintain accurate records of troubleshooting steps and document knowledge base articles
- Communicate with Client Relationship teams and Implementation Specialists on new technical issues and explain resolutions.
- Utilize a variety of technical tools for troubleshooting for API, database, and data retrieval.
- Help the support team streamline processes and develop new methods for issue tracking.
- Take initiative on assigned support requests and collaborate with engineers from multiple teams to solve problems.
Qualifications
- Bachelor’s degree in computer science, information technology, or related field
- 3+ years of experience in a client-facing technical support
- Strong technical background, with experience in troubleshooting and resolving technical issues
- Excellent communication skills, with the ability to communicate with technical and non-technical stakeholders
- Strong problem-solving skills, with the ability to think creatively and strategically
- Able to work in a fast-paced, dynamic environment.
- Experience working with APIs and databases, with a strong understanding of how to utilize them to resolve technical issues
- Familiar with various programming languages and frameworks
- Able to troubleshoot and resolve issues related to database connectivity, file transfer, data ETL, API integration, and data retrieval
- Experience working with cloud-based technologies, such as AWS or Azure
- Understanding of the different components of the technology stack for a cloud-based application
- Previous experience within the WealthTech domain
- Proven ability to operate within the fast-paced nature of a growth company
Benefits
The base salary range for this role is $100,000 to $125,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Project Manager - Assistant Vice President / Vice President
Location: New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Project Manager Assistant Vice President to join the Data Solutions team. With the full integration of legacy Mirador and legacy AltExchange into iCapital Data Solutions, we've unified the best of breed into a single, powerful platform. This role will be integral in delivering iCapital data solutions core goals of streamlining data aggregation, automating reports, enhancing transparency and delivering improved efficiency for our clients.
Responsibilities
- Partner with project product managers and other product and project teams 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.
- Become a subject-matter expert in Alternative Investment Data Management.
- Engage with end users, clients, and internal business and technical stakeholders to identify opportunities, document issues, report on progress and recommend improvements.
- Develop and maintain a roadmap project and test plans that are consistent with company strategy and product priorities.
- Serve as the evangelist for your product area through meetings and presentations with internal and external stakeholders.
- Work alongside the engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent.
- Facilitate and guide groups through processes to help them make decisions and find solutions.
- Assist with producing collateral internally and externally such as quarterly roadmaps, user guides, requirement documents.
Qualifications
- 6-10+ years of experience in a similar role
- Previous experience in financial services or at a financial technology company with Alternative Investment experience is strongly preferred
- Demonstrated project and program management experience, including working knowledge of project management and collaboration tools (e.g. JIRA, Monday, Confluence, Lucid Charts, Figma, MS Office Suite)
- Previous experience working as a scrum master and related responsibilities such as sprint planning, managing daily standups, etc
- Excellent verbal and written communication skills, used to working in multi-location teams and 'managing by influence'
- Able to lead the end-to-end planning and management of small to medium projects and/or lead a work stream within a large strategic initiative
- Experience defining process flows and user stories, business and technical requirements, and performing quality assurance activities
- Assess, identify and mitigate the risk areas for each project activity and actively working on activities to manage risk
- Prepare management reports, dashboards and presentations related to the program and/or activities
- Interface and collaborate across key internal stakeholders (product, engineering and project teams) and external parties to deliver results and ensure consistent service delivery, client solutions and client satisfaction
- Facilitate working group sessions, as needed, to drive initiatives forward, including obtaining consensus and approval from all stakeholders
Benefits
The base salary range for this role is $120,000 to $170,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Project Manager - Associate / Assistant Vice President
Location: New York, NY, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
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 & 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.
Responsibilities
- 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.
- Work alongside engineering teams to ensure development efforts are carefully planned and timelines for delivery are both accurate and transparent.
- Manage Monday.com and JIRA, including writing tickets, managing sprint boards, and maintaining a well-groomed backlog.
- Facilitate and guide groups through processes to help them make decisions and find solutions.
Qualifications
-
- 3-6+ years of experience in a similar role
- Project Management/Scrum Master experience such as Scrum Master certification (SAFe), Certified Scrum Professional (CSM or CSP)
- Previous experience in financial services or at a financial technology company, preferably working with risk-managed and alternative investment solutions
- Strong interpersonal skills, the ability to establish solid relationships, and promote team cohesion
- Excellent verbal and written communication skills
- Exceptional organizational skills and attention to detail
- Analytical, convergent thinker passionate about taking on new challenges
- Able to work both collaboratively and independently in a cross-functional environment
- Experience navigating complex software development projects
- Expert knowledge of Atlassian tools (JIRA, JIRA Query Language and plug-ins like Structure and‚ BigPicture) along with collaboration tools (MS Office, Confluence, monday.com)
Benefits
The base salary range for this role is $110,000 to $150,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Quant Developer - Assistant Vice President
Location: New York, NY, United States
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The 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. 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. 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 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.
Responsibilities
- Develop 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 platform
- Develop centralized financial calculation engines powering the firm’s commercial technology platform
- Document and communicate quantitative methodologies and analytics to others including stakeholders and clients
- Collaborate with other teams to ensure risk analytics are delivered through the software platform with excellent user experience
Qualifications
- 2-5+ year of professional experience in quantitative financial modeling, data science, or software development
- Expertise 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 environment
- Knowledge of JAVA/Scala/C++ is a plus
- Experience with AWS is a plus
Benefits
The base salary range for this role is $110,000 to $170,000 depending on experience level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-usTwitter: @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 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.
Quant Developer - Senior Vice President
Location: New York, NY, United States
Read Full Description
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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The 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. 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. 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 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.
Responsibilities
- Develop 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 platform
- Develop centralized financial calculation engines powering the firm’s commercial technology platform
- Document and communicate quantitative methodologies and analytics to others including stakeholders and clients
- Collaborate with other teams to ensure risk analytics are delivered through the software platform with excellent user experience
- Collaborate regularly with other stakeholders and partners to solicit requirements, seek feedback and provide updates
Qualifications
- 10-15+ year of professional experience in quantitative financial modeling, data science, or software development
- Expertise 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 environment
- Knowledge of JAVA/Scala/C++ is a plus
- Experience with AWS is a plus
- Technical leadership, team leader or management experience
Benefits
The base salary range for this role is $200,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Recruiting Coordinator - Contractor
Location: Greenwich, CT, United States
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About the Role
iCapital is looking to hire a Recruiting Coordinator contractor to provide high-level 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.
Responsibilities
- Support the Talent Acquisition team with scheduling, interview coordination, and conference room booking.
- Promote a friendly and positive candidate experience throughout the interview process:
- Ensure in-person and virtual meetings and interviews begin and end on time, as well as handle questions about interviews from candidates and team members.
- Provide an itinerary to candidates ahead of interviews.
- Coordinate Zoom interviews with candidates, talent acquisition partners, and hiring teams.
- Correspond with candidates throughout the process.
- Communicate with internal hiring team during the interview process by email, phone, and in person.
- Assist with updating candidate information in Greenhouse, our Applicant Tracking System (ATS).
- Follow up with interviewers and candidates post-interview and compile feedback.
- Assist with conducting reference checks and initiate background checks as needed.
- Partner closely with Human Resources and IT to ensure a successful onboarding process.
- Assist with ad hoc Talent Acquisition projects and related reporting.
- Work with recruiters and hiring managers to ensure job descriptions are clear, complete, and proofread prior to posting.
Qualifications
- Interest in developing a career in Recruiting/Talent Acquisition
- Able to multi-task and prioritize, while taking a proactive approach and maintaining a strong attentional to detail
- Strong interpersonal skills and able to develop relationships with employees at different levels, work with various departments, and foster teamwork
- Able to demonstrate a high level of confidentiality
- Experience using Microsoft Outlook and working knowledge of Microsoft Word and Excel preferred
Other
Pay for this role is $22 to $26 per hour.
We believe the best ideas and innovation happen when we are together, this role will sit in our Greenwich, CT. office and will be onsite Monday - Thursday and remote on Fridays.
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 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.
Relationship Manager| Asset Managers Coverage - Assistant Vice President
Location: Singapore, Central, Singapore
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award.
About the Role
iCapital is looking for a Relationship Manager to join the International Client Solutions Teamspecifically covering Asset Managers. This position will support the team in maintaining and developing current relationships and prospecting for new opportunities. In this role, you will support the business development activities of iCapital with a primary focus on Alternative Asset Managers across APAC region.This position will be based in Singapore, reporting to iCapital‘s Head of Client Solutions, Asia Pacific.
Responsibilities
- Support the Head of Client Solutions, Asia Pacific in developing new and existing relationships with Asset Manager across APAC regions.
- Conduct platform and system demonstrations for new prospects, respond to RFPs, collaborate with cross-functional teams on fund launches, closures, and strategic initiatives.
- Nurture strong relationships with clients and prospects, navigating complex negotiations through a multi-constituent sales process.
- Collaborate with other Client Solutions team members to drive initiatives related to sales strategy and business development.
- Develop presentations with significant data and analysis for internal and external meetings and projects.
- Provide feedback on the competitive landscape, investor appetite, and trends, sharing insights with colleagues globally.
- Build strong internal relationships within iCapital, working closely with teams such as Research & Fund Management, Product Development, Marketing, Legal & Compliance, and Technology & Operations to achieve optimal client outcomes and foster long-term relationships.
Qualifications
- 6 to 10 years of solid work experience in the Asset- or Wealth Management industry.
- Extensive knowledge of alternative fund investments.
- Excellent verbal and written communication skills.
- Strategic mindset and able to work independently.
- Demonstrated client service skills with stakeholders and clients.
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday)
For additional information on iCapital, please visithttps://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Relationship Manager, Asset Managers - Senior Vice President
Location: New York, NY, United States
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iCapital is looking for a Relationship Manager to join the Enterprise Solutions team, specifically covering Asset Managers and General Partners. This position will play a key role in maintaining and developing current relationships and prospecting for new opportunities. This is a senior-level, technical role focused on the delivery and ongoing support of iCapital’s full suite of technology solutions to Asset Managers and General Partners. This individual will also be tasked with further refining our marketplace positioning and go-to-market strategy across our business lines.
Responsibilities
- Develop new and existing relationships with Asset and Wealth Managers and support other Relationship Managers.
- Play a key role as the Relationship Manager for several strategic asset and wealth management clients.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on fund launches, closes, and strategic initiatives.
- Collaborate with other Relationship Managers and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
- Manage and lead internal projects and develop frameworks and processes for ongoing team management.
- Develop presentations with significant data and analysis for internal meetings and projects.
- Work alongside the Enterprise Solutions team to develop meaningful measurements of success.
Qualifications
- 12+ years of experience in a business development/relationship management capacity, with a focus on enterprise or technology sales
- Extensive knowledge of alternative investments
- Direct experience working for or with Asset Management or Wealth Management firms is highly preferred
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with stakeholders and clients
- Series 7 and 63 licenses preferred
Benefits
The base salary range for this role is $190,000 to $225,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
RIA, Family Office Business Development - Associate / Assistant Vice President
Location: New York, NY, United States
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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 $200 billion in global client assets invested in 1,634 funds, as of August 2024.
The iCapital Data Solutions team is fundamentally changing one of the world’s fastest growing industries – financial reporting. Data Solutions cutting-edge philosophy is revolutionizing finance and technology and the demand for its white glove service is exponentially growing.
Data Solutions combines data science with financial expertise to create a wealth service so revolutionary it is without competitors. Our expert focused financial reporting, technology solutions, and middle office services provide best-of-breed services to Family Offices, Wealth Managers and RIAs, Endowments, and Foundations.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Data Solutions team expanding iCapital’s enterprise presence in the US wealth channel. This team develops relationships with iCapital’s largest clients and prospects, within the RIA and Family Office channel. The Data Solutions team offers financial reporting services for the Family Office and Wealth Management industry.
This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, the ideal candidate will create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.
Responsibilities
- Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization.
- Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals.
- Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
- Educate clients on the depth of iCapital’s technology capabilities.
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
Qualifications
- 2-7+ years of experience in a business development/relationship management capacity
- 2-7+ years of experience working within financial services or financial technology industry
- Demonstrated ability to deliver a complex and varied product set and/or a technology product offering to clients
- Experience with alternative investments, structured investments, and/or annuities
- Strong experience with performance reporting platforms and associated data management
- Track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels and achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
Benefits
The base salary range for this role is $75,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
RIA, Family Office Business Development - Vice President
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Data Solutions team expanding iCapital’s enterprise presence in the US wealth channel. This team develops relationships with iCapital’s largest clients, and prospects, within the RIA and Family Office channel. The Data Solutions team offers financial reporting services for the family office and wealth management industry.
This role is instrumental in growing and expanding the company’s presence and client base. This individual will be expected to help drive new business initiatives with existing clients, while also driving the acquisition of new clients. As part of these responsibilities, this individual would be expected to create compelling presentations, develop market analysis and strategy, help negotiate contracts, and help organize implementation efforts.
Responsibilities
- Identify and drive new opportunities with both new clients, and within our existing client base. Maintain a close alignment and partnership with our reporting teams and other specialists within our organization.
- Develop new relationships with Wealth Managers, Family Offices, and high net worth individuals.
- Promote a consultative approach to identify and acquire new enterprise accounts who would use all, or parts, of iCapital’s proposition.
- Educate clients on the depth of iCapital’s technology capabilities.
- Provide detailed pipeline updates and reports to be shared with our Client Management teams and other interested internal stakeholders.
- Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience.
- Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic initiatives.
Qualifications
- 10-15+ years of experience in a business development/relationship management capacity
- 10-15+ years of experience working within financial services or the financial technology industry
- Able to deliver a complex and varied product set and/or a technology product offering to Enterprise clients
- Experience with alternative investments, structured investments, and/or annuities
- Strong experience with performance reporting platforms and associated data management
- Strong track record of building and maintaining client relationships with key decision makers
- Experience working in a dynamic and fast-paced entrepreneurial environment
- Demonstrated ability in organizing client coverage across product lines and client channels, achieving depth of penetration and consolidated support models
- Excellent verbal and written communication skills
- Strategic mindset and able to work independently
- Demonstrated client service skills with key stakeholders and clients
Benefits
The base salary range for this role is $125,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time employees in addition to this role being commission eligible. 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. Employees in this role will work in the office four days, with the flexibility to work remotely one day. 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. 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.
Sales Engineering, Assistant Vice President
Location: Stamford, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a dynamic, results-driven Sales Strategy professional to join the Data Solutions team.This role will be pivotal in supporting the growth and expansion of iCapital’s enterprise presence across various channels. The ideal candidate will act as a generalist, collaborating across teams to develop and execute firmwide initiatives, with a focus on driving new business, providing technical expertise, and supporting executive leadership.
This individual will play a key role in analyzing market trends, developing strategic initiatives, and supporting sales efforts within iCapital’s Data Solutions offerings. As a generalist, the role requires versatility in creating pricing models, custom proposal development, and competitive positioning—ensuring that proposals are aligned with client needs and business objectives.
Responsibilities
- Prepare materials in support of a variety of executive-level initiatives within the Data Solutions organization.
- Support executive sales leadership with strategic and enterprise level proposals, including project scoping, pricing strategy, pricing models, workflow design, and prospect presentation.
- Create visualizations and presentations for executive board meetings like quarterly business review, pricing committee, and town halls, etc.
- Maintain a comprehensive understanding of market trends, and competition in both reporting and alternative data management service lines. Assist with the creation and development of materials to illustrate plans and goals for executive leadership.
- Create pitch decks and custom proposal materials, mainly for enterprise level prospects.
- Be a subject matter expert in all things iCapital Data Solutions; a representative for the internal business unit, acting as a bridge between other iCapital business units and products.
- Conduct demos of alternative data management technology and reporting systems to core, strategic, and enterprise prospects; inclusive of internal demos to expand existing relationships.
- Support sales leadership through the entire sales process including project scoping, pricing strategy, pricing models, workflow design, and prospect presentation.
- Act as a generalist, assisting all Sales, Operations, Marketing, Finance business units in creating presentations and visualizations for executive board meetings, quarterly business reviews, pricing committees, and town halls).
Qualifications
- Bachelor's degree in a related field
- 5+ years of client service or relevant financial industry experience
- Excellent client relation skills and the ability to foster and maintain exceptional client service
- Well-organized and self-motivated with the ability to prioritize tasks and meet urgent deadlines in a fast-paced environment
- Knowledge of Wealth Management’s products, policies, and practices
- Knowledge of alternative investment lifecycles is preferred
- High attention to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Devotion to collaboration and ability to thrive in a team environment while working independently
- Must be proactive in assessing and acting upon client and company needs
- Able to evaluate, manage, and resolve unexpected and complex situations
- High degree of flexibility and professionalism in a demanding, expanding and fast-paced environment
- Excellent communication skills, both verbal and written
- Comfortable with learning and leveraging new technologies to drive efficiency and scalability
Benefits
The base salary range for this role is $95,000 to $110,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Senior AWS/Linux Cloud Engineer - Assistant Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Platform Infrastructure Group at iCapital plays a critical role in keeping all Platform environments running smoothly and securely. As part of the Cloud Architecture Team, the AWS Cloud Engineer will be wearing multiple hats in a highly visible role interacting with several external stakeholders within the business. This AVP role assumes willingness to think like an owner, helping move projects along, provide technical advisory capacities and be pro-active in continually automating and scaling our environment.
Responsibilities
- Act as the infrastructure architect with proven experience building secure, automated and scalable AWS infrastructure.
- Use a good understanding of DevOps principles and cloud networking to promote and implement AWS best practices and security.
- Build, enhance and support EKS clusters, and many other services such as API gateways, Transit Gateway, and other edge and compute services.
- Wear an SRE hat, helping to troubleshoot performance and deployment issues as well as improving our monitoring strategies.
- Write and update self-service tools used internally by developers.
Qualifications
- 6+ years of DevOps or SRE experience with at least 4 years of AWS experience
- Microservices (Docker, Kubernetes) experience in a production environment is required
- Strong Linux OS-level and command-line/scripting knowledge and configuration management principles
- Able to code in Python or Ruby is preferred
- Great verbal and written communication skills
- Able to design and implement complex, but easily managed, automated infrastructure
- A desire to share, teach and learn as part of a team
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Senior Digital Web Marketer - Vice President
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a highly skilled and experienced Senior Digital Web Marketer to lead our Digital Marketing team reporting to the head of the Center of Excellence. This individual will be responsible for overseeing all aspects of our digital marketing efforts, including SEO/SEM, website development and management.
Responsibilities
- Lead and mentor a team of digital marketing professionals, fostering a collaborative and high-performance work environment.
- Develop and implement comprehensive digital marketing strategies to drive brand awareness, customer engagement, and lead generation.
- Define and manage the website roadmap in alignment with company goals. Identify opportunities for website enhancements and new feature development.
- Oversee multiple concurrent web projects, ensuring timely delivery and quality standards.
- Conduct strategic analysis to evaluate and select technology platforms that meet our growing business needs, negotiate contracts, and maintain strong vendor relationships.
- Implement SEO and SEM strategies to improve organic search rankings, increase website traffic, and boost overall visibility in search engine results pages.
- Monitor website performance using tools like GA4, and provide regular reports on traffic, user behavior and conversion rates.
- Troubleshoot and resolve website issues, ensuring minimal downtime and optimal performance.
- Ensure the website is secure and compliant with data protection regulations and ADA requirements.
- Collaborate with cross-functional teams, including Demand Generation, Design, Product and Audience Marketing, to ensure alignment and integration of digital marketing efforts.
- Coordinate with external agencies and vendors to ensure timely delivery of projects, adherence to budgets, and alignment with overall marketing strategies.
- Stay up to date with industry trends and best practices, continuously seeking opportunities to innovate and improve digital marketing strategies.
Qualifications
- Bachelor’s degree in computer science, information technology marketing, or a related field.
- 10-15+ years of proven experience in a senior digital marketing role, with a track record of website build and management with a strong portfolio of managed websites
- Proficiency in HTML, CSS, JavaScript and content management systems (ie, WordPress, Drupal, Adobe Experience Manager, Sitecore)
- Strong analytical skills and able to interpret complex data to drive strategic decisions
- Excellent communication and interpersonal skills, with the ability to collaborate effectively with internal and external stakeholders
- Proficiency in digital marketing tools, including GA4, Hotjar, SEMrush, and 6Sense
- Strong project management skills, with the ability to manage multiple projects simultaneously and meet deadlines
Benefits
The base salary range for this role is $140,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Senior Front End Engineer - Vice President / Senior Vice President
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for a Frontend Engineer professional to join the iCapital Identity Platform team. This role will make a significant impact on iCapital Identity’s customers and products, helping to shape both what we build and how we build it. This individual will work closely with our Product Management and Design teams throughout the software development process, scoping requirements, reviewing work in progress, and addressing issues found in automated and manual test efforts.
The iCapital Identity frontend uses TypeScript React/GraphQL/Relay. Our backend is Elixir/Phoenix, with a dash of Go and NodeJS, on PostgreSQL. We deploy on AWS, provisioned through Terraform.
Responsibilities
- Contribute to and lead development on our frontend(s), lead decisions on library choices, code organization, etc.
- Help manage iCapital’s public JavaScript libraries even stronger for our partners to integrate with.
- Leverage React, Relay, and GraphQL to build streamlined user interfaces and experiences.
- Support existing products and features, while helping design and build new ones.
- Design and develop integrations with other platforms within iCapital.
- Collaborate regularly with other stakeholders and partners to solicit requirements, seek feedback and provide updates.
Qualifications
- 10-15+ years of experience in a related field
- Experience building web applications using TypeScript and GQL
- Solid experience with React and, ideally, Relay/GraphQL is a plus
- Strong understanding of TypeScript, and extensive experience building for the web (HTTP, how cookies work, CSP, CORS, etc)
- Able to work in a collaborative environment where engineers are expected not only to build great technology, but also to define project vision, specify technical strategy, and always be learning
- Excellent written and verbal communication skills
- Demonstrable proficiency and a track record of professional success building web products
- Experience presenting to audiences and communicating effectively and empathetically with clients and other stakeholders
- Experience building backend Elixir, TypeScript, JavaScript, Go, or Ruby
- Able to optimize queries for PostgreSQL
- Able to deploy on and configure Amazon Web Services
- Experience serving in a security/penetration testing role
- Able to query Google’s BigQuery/large relational datasets
- Experience as a team lead or within technical leadership/management
Benefits
The base salary range for this role is $160,000 to $220,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Site Reliability Engineer - Assistant Vice President
Location: Greenwich, CT, United States; New York, NY, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
At iCapital the Site Reliability Engineering team is fundamental to ensure our platform delivers consistent, reliable service to our client base. This role will work at the intersection of software engineering and operations, applying engineering principles to infrastructure challenges. This individual will design and implement scalable systems, create observability solutions that offer actionable insights, and develop automation to improve our platform's reliability. iCapital seeks a Site Reliability Engineer who thinks systematically about reliability, can translate business requirements into technical implementations, and thrives on making complex systems more robust.
Responsibilities
- Design, implement, and maintain service level objectives (SLOs) that align with business goals and customer expectations.
- Develop observability strategies, focusing on meaningful metrics that drive actionable insights.
- Architect and implement scalable infrastructure solutions using cloud-native technologies and infrastructure as code.
- Drive automation initiatives to eliminate toil and improve system reliability.
- Champion reliability best practices across development teams through consultation and tooling.
- Design and operation of a Kubernetes environment for container management and orchestration.
- Lead incident response, conduct thorough postmortems, and drive systematic improvements.
- Participate in on-call rotations with a focus on continuous service improvement.
Qualifications
- 5+ years of SRE experience or related experience with 3+ years in AWS
- Strong experience with container orchestration platforms like Kubernetes and related ecosystem tools
- Working knowledge of databases such as MongoDB, Postgres, DynamoDB
- Strong foundation in reliability engineering principles and distributed systems behavior
- Experience defining and implementing SLOs/SLIs and using them to drive system improvements
- Demonstrated ability to design and implement observability solutions that provide actionable insights while minimizing alert fatigue
- Coding abilities in at least one IaC language, with Terraform strongly preferred and one programming language such as Python, Ruby or Java with a focus on maintainable, tested code
- Understand modern observability practices and experience implementing and maintaining monitoring solutions such as Prometheus/Grafana, Splunk, NewRelic, CloudWatch, and ELK in the cloud
- Strong incident response skills with experience leading incident retrospectives and driving improvements
- Excellent problem-solving abilities and experience debugging distributed systems
- Track record of successfully automating operations and reducing toil
- Strong communication skills with ability to explain complex technical concepts to diverse audiences
Benefits
The base salary range for this role is $120,000 to $160,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Site Reliability Engineer - Assistant Vice President
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Site Reliability Engineering team at iCapital is fundamental to ensuring our platform delivers consistent, reliable service to our client base. As an Assistant Vice President, you'll work at the intersection of software engineering and operations, applying engineering principles to infrastructure challenges. You'll be responsible for designing and implementing systems that scale efficiently, architecting observability solutions that provide actionable insights, and building automation that enhances our platform's reliability. This role requires someone who thinks systematically about reliability, can translate business requirements into technical implementations, and thrives on making complex systems more robust.
Responsibilities
- Design, implement, and maintain service level objectives (SLOs) that align with business goals and customer expectations
- Develop observability strategies, focusing on meaningful metrics that drive actionable insights
- Architect and implement scalable infrastructure solutions using cloud-native technologies and infrastructure as code
- Drive automation initiatives to eliminate toil and improve system reliability
- Champion reliability best practices across development teams through consultation and tooling
- Design and operation of a Kubernetes environment for container management and orchestration.
- Lead incident response, conduct thorough postmortems, and drive systematic improvements
- Participate in on-call rotations with a focus on continuous service improvement
Qualifications
- 5+ years of SRE experience or related experience with 3+ years in AWS
- Strong experience with container orchestration platforms like Kubernetes and related ecosystem tools
- Working knowledge of databases such as MongoDB, Postgres, DynamoDB
- Strong foundation in reliability engineering principles and distributed systems behavior
- Experience defining and implementing SLOs/SLIs and using them to drive system improvements
- Demonstrated ability to design and implement observability solutions that provide actionable insights while minimizing alert fatigue
- Coding abilities in at least one IaC language (Terraform strongly preferred) and one programming language such as Python, Ruby or Java with a focus on maintainable, tested code
- Understanding of modern observability practices and experience implementing and maintaining monitoring solutions (Prometheus/Grafana, Splunk, NewRelic, CloudWatch, and ELK in the cloud)
- Strong incident response skills with experience leading incident retrospectives and driving improvements
- Excellent problem-solving abilities and experience debugging distributed systems
- Track record of successfully automating operations and reducing toil
- Strong communication skills with ability to explain complex technical concepts to diverse audiences
- A desire to share, teach, and learn as part of a team
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Software Developer in Test - Assistant Vice President
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Software Developer in Test (SDET) to contribute to the iCapital platform. In this role, you will leverage your practical expertise in agile development methodologies and engineering best practices. As an SDET, you will collaborate closely with both the Development and Testing teams. The ideal candidate is a hands-on developer with technical leadership experience, capable of understanding, enhancing, and implementing existing automation test frameworks. You will also work alongside engineers and product managers to support feature-based testing efforts.
Responsibilities
- Develop and implement robust automated test suites.
- Integrate automated test suites with existing build and deployment processes.
- Maintain automated tests to align with changes in system design and architecture.
- Integrate the automation framework with tools like JIRA.
- Create, manage, and utilize defect workflows in conjunction with automated test execution.
- Design and publish meaningful metrics to support the creation and execution of automated tests.
- Develop and implement performance testing suites.
- Perform various types of testing, including functional, API, automation, performance, and load testing.
Qualifications
- 6-7+ years of QA engineering experience, with a proven track record in Agile SDLC teams, ideally involving CI/CD pipelines.
- Experience in the financial domain is a plus.
- Proficiency in Java programming, with a focus on Behavior Driven Development (BDD), Test Driven Development (TDD), and design patterns, preferably within a CI/CD environment.
- Experience working with Java microservices and REST APIs, along with exposure to React front-end development.
- Technologies: Java, JavaScript, IntelliJ/Eclipse.
- CI/CD tools: Maven, Sonar, Git, TeamCity/Jenkins, Docker.
- Exposure to banking or finance environments is preferred.
- Testing tools: JUnit, WebdriverIO, Protractor, JMeter, or similar.
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Software Developer in Test - Vice President
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Lead Software Developer in Test (SDET) to contribute to the iCapital platform. In this role, you will leverage your practical expertise in agile development methodologies and engineering best practices. As an SDET, you will collaborate closely with both the Development and Testing teams. The ideal candidate is a hands-on developer with technical leadership experience, capable of understanding, enhancing, and implementing existing automation test frameworks. You will also work alongside engineers and product managers to support feature-based testing efforts.
Responsibilities
- Serve as the technical lead, assisting and unblocking the team as needed.
- Develop and implement robust automated test suites.
- Integrate automated test suites with the existing build and deployment pipelines.
- Maintain automated tests to reflect system design and architecture changes.
- Integrate the automation framework with existing tools (e.g., JIRA).
- Create, manage, and utilize defect workflows alongside automated test execution.
- Design and publish meaningful metrics to support the creation and execution of automated tests.
- Develop and implement performance testing suites.
- Perform various types of testing, including functional, API, automation, performance, and load testing.
Qualifications
- 10-12+ years of QA engineering experience, with a strong track record in Agile SDLC teams, ideally working with CI/CD pipelines.
- Experience in the financial domain a plus.
- Proficiency in Java programming, with a focus on Behavior Driven Development (BDD), Test Driven Development (TDD), and design patterns, preferably within a continuous integration (CI/CD) environment.
- Experience working with Java microservices and REST APIs, along with exposure to React front-end development.
- Strong understanding of Agile development methodologies.
- Proficient with technologies including Java, JavaScript, and IDEs such as IntelliJ or Eclipse.
- CI/CD tools: Maven, Sonar, Git, TeamCity/Jenkins, Docker.
- Preferably experienced in banking or finance environments.
- Testing tools and frameworks: Junit, WebdriverIO, Protractor, Jmeter, or similar.
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Solutions Engineer, Vice President
Location: Greenwich, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is rolling out our new identity management platform focused on helping highly regulated financial institutions streamline their investor onboarding process including accreditation verification, Know Your Customer (KYC), and Know Your Business (KYB). Our platform offers state-of-the-art solutions that help these institutions comply with regulatory requirements, prevent fraud, and provide seamless, secure user experiences. With an emphasis on automation, security, and scalability, we’re driving innovation in the identity verification and compliance space.
The Solutions Engineer will play a key role in bridging the gap between our cutting-edge identity management platform and our clients' needs. This individual will work directly with financial institutions, Legal and Compliance teams, and technical stakeholders to design and implement tailored KYC and KYB solutions, all while ensuring smooth technical integration. The ideal candidate will be a trusted advisor, providing technical expertise during pre-sales and post-sales processes to ensure clients get the most value from our platform. The ability to solve complex technical challenges, understand regulatory requirements, and provide exceptional service to clients will be crucial in ensuring successful onboarding, implementation, and long-term client satisfaction.
Responsibilities
- Client Engagement and Discovery:
- Lead technical discovery calls with clients to understand their KYC/KYB workflows, compliance needs, and integration requirements.
- Design tailored solutions that meet both regulatory and business requirements.
- Solution Design and Architecture:
- Collaborate with clients to design, architect, and deploy our Accreditation, KYC, and KYB services into their existing tech stacks.
- Understand client data flows, assisting with technical integrations (APIs, SDKs), and ensuring smooth user experience and compliance.
- Implementation and Integration Support:
- Provide hands-on technical guidance throughout the entire implementation process, from system integration to live deployment.
- Work closely with Engineering teams to troubleshoot and resolve technical challenges related to KYC/KYB processes, data ingestion, and API calls.
- Regulatory and Compliance Expertise:
- Act as a trusted advisor on KYC, KYB, and regulatory compliance topics for financial institutions, keeping up to date with industry trends, regulations (e.g., AML, 506(c)), and compliance standards (e.g., GDPR, PCI-DSS) to ensure our platform is meeting all necessary legal requirements.
- Technical Demos and Proof of Concepts (PoCs):
- Lead product demos and PoCs to showcase how our Accreditation, KYC/KYB solutions address client needs, demonstrating product features and capabilities that align with their business objectives and regulatory obligations.
- Collaboration and Cross-functional Work:
- Work closely with Product, Engineering, and Client Success teams to ensure client feedback is incorporated into future product releases.
- Ensure technical requirements and client feedback are clearly communicated within the organization.
- Industry and Product Expertise:
- Stay up to date with industry trends, emerging technologies, and evolving KYC/KYB regulations.
- Educate both internal teams and clients on new capabilities, regulatory changes, and best practices in identity verification and compliance.
Qualifications
- Deep understanding of KYC, KYB, and AML processes, and how these integrate with identity management and financial institutions' compliance workflows
- Hands-on experience integrating third-party APIs, JavaScript SDKs, and building custom solutions for clients, especially in highly regulated sectors
- Solid understanding of global regulatory frameworks (e.g., FATF, GDPR, CDD, EDD) and how they apply to KYC/KYB processes, financial institutions, and digital onboarding
- Proficiency in web technologies (e.g., RESTful APIs, JSON, OAuth) and cloud platforms (AWS, Azure, GCP). Familiar with security protocols such as encryption, authentication, and data privacy in regulated environments is a plus
- Able to troubleshoot complex technical issues, propose solutions, and work collaboratively with clients to resolve problems efficiently
- 10+ years of experience in a client-facing technical role (e.g., Solutions Engineer, Technical Account Manager, Implementation Engineer) within a SaaS or financial technology company, particularly for regulated industries
- Excellent verbal and written communication skills, with the ability to explain technical concepts to both technical and non-technical stakeholders. Able to write technical documentation, reports, and training materials
- Able to work cross-functionally with Sales, Client Success, Product, and Engineering teams to deliver client solutions and drive success
- Experience working with financial institutions, fintechs, or highly regulated sectors
- Certifications in compliance (e.g., CAMS, ACAMS) or identity management (e.g., Certified Identity Management Professional - CIMP)
- Knowledge of investor onboarding workflows, biometrics, or AI-powered identity verification technologies
- Familiar with identity verification vendors or platforms (e.g., Persona, Onfido, Trulioo)
Benefits
The base salary range for this role is $ 140,000 to $ 175,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Sr. Content Writer - Assistant Vice President / Vice President
Location: New York, NY, United States
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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 $209 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a creative and detail-oriented Senior Content Writer with experience in the finance industry to join our Marketing team. The ideal candidate will conceptualize and draft insightful, informative, and engaging commercial/B2B long-form and short-form content for both internal and external distribution. This includes collateral, white papers, ads, presentation decks, video scripts, guides, web content, and marketing materials.
Responsibilities
- Conceptualize and draft insightful, informative, and engaging B2B long-form and short-form content.
- Create collateral, white papers, presentation decks, guides, video and demo scripts, and marketing content for both internal and external distribution.
- Collaborate with the Marketing team to ensure content aligns with brand voice and marketing strategies.
- Conduct research and interviews to gather relevant information and data for content creation.
- Iterate, edit, proofread, and update content based on client or internal feedback to ensure accuracy and clarity.
- Safeguard quality, brand tone of voice, and style across all channels and materials.
- Support the larger Creative team in brainstorming sessions and concept creation.
- Partner with cross-functional teams to deliver consistent, brand-appropriate messaging and concepts across multiple channels.
- Manage multiple projects and meet deadlines in a fast-paced environment.
- Stay updated on industry trends and incorporate them into content creation.
- Use web analytics and performance insights to refine copy and content strategies.
Qualifications
- Bachelor’s degree in marketing, advertising, communications, journalism, or a related field
- 7-10+ years of experience as a copywriter or in a similar role
- Commercial marketing/B2B experience working in fintech or financial services
- Proven track record of creating high-quality B2B content
- Excellent writing, editing, and proofreading skills
- Strong research and analytical skills
- Able to work independently and collaboratively in a fast-paced team environment
- Strong portfolio showcasing a range of writing samples, demonstrating a wide range of content expertise
Benefits
The base salary range for this role is $120,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Structured Investments Distribution - Analyst
Location: US FL - Boca Raton
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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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments Distribution team to focus on sales support. This position will work cross-functionally, and closely with vendors, and clients.
Responsibilities
- Conduct calls to set appointments for licensed sales professionals.
- Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
- Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
- Make 100+ outbound calls per day.
- Learn financial markets and portfolio strategies.
- Assist senior sales professionals within assigned territory.
- Partner effectively with external wholesaler and regional distribution team.
- Utilize contact management system to capture information and schedule follow up activities.
- Prepare for and pass necessary licenses.
Qualifications
- Bachelor's Degree
- Series 7 and 63 (FINRA) must be obtained within 4 months of employment.
- Sales and client service experience, within financial services industry is a plus
- Excellent relationship, follow-up, and communication skills
- General knowledge of the financial services industry
- Motivated, mature, and trustworthy team player
- Highly organized and able to prioritize in a fast-paced environment
- Knowledge of private markets, structured products, and options is a plus
Benefits
iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
For additional information on iCapital, please visithttps://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 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.
Structured Investments Platform Sales - Vice President / Senior Vice President
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a Vice President or Senior Vice President of Platform Sales to drive revenue growth by expanding the use of iCapital’s investment technology solutions among broker-dealers, private banks/wirehouses, and registered investment advisors (RIAs). This individual will be responsible for sourcing and acquiring new clients, increasing iCapital’s presence in the wealth management space, and driving engagement with the firm’s platform for structured products.
This role requires a deep expertise in financial services, in particular structured investments, and a strong track record in new business development. This individual will play a critical role in identifying potential clients, engaging decision-makers, and onboarding new firms.
Responsibilities
- Prospect and acquire new clients within the broker-dealer, private bank/wire, and RIA channels through targeted outreach, networking, and industry engagement.
- Develop and execute a high-impact sales strategy focused on expanding iCapital’s market share and increasing platform adoption.
- Leverage industry knowledge to position iCapital’s structured investment solution as the leading platform.
- Represent iCapital at industry events, conferences, and client meetings, using thought leadership and market expertise to engage new prospects.
- Collaborate with internal teams, including product, marketing, and client services to enhance sales materials and support a seamless onboarding process for new clients.
Qualifications
- 7+ years of experience in financial services, preferably focused on structured investments or alternative products
- Proven success in new client acquisition or financial sales within investment solutions, fintech platforms, or wealth management
- Strong understanding of alternative investments, structured products, and technology-driven financial solutions
- Experience selling SaaS solutions, digital wealth platforms, or financial technology products is a plus
- Holds series 7 and 63 licenses
- Bachelor's degree in finance, business, or a related field is required; MBA or graduate degree is a plus
Benefits
The base salary range for this role is $185,000 to $250,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Structured Investments, Trading Operations - Analyst / Associate
Location: US FL - Boca Raton
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Capital 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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking for an Associate to join the Structured Investments Distribution team to focus on operations and assist the Trading department. This role will support the Trading department with order entry, security set up, resolving trade breaks, and month-end closeouts. This role will report to a Senior Vice President and will work closely with cross-functional team members, vendors, and clients.
Responsibilities
- Work with trading partners to resolve trade breaks and DKs.
- Send offering documents to RBC to have securities set up internally.
- Assist with opening new accounts at RBC and in Bloomberg.
- Enter orders into Axio Exchange.
- Assist with month-end calendar closeouts.
- Confirm orders with RIAs, broker dealers, and issuers to ensure order accuracy.
- Run trades in Bloomberg using TOMs.
- Monitor TRACE reports and work with trading partners to correct any trades that are unmatched.
Qualifications
- Bachelor’s degree in finance or Economics
- Series 7 and 63 licenses or candidate must obtain licenses within 6 months of hire date
- Operational / trading experience preferred
- Strong organizational skills and solid attention to detail
- Strong verbal, written, and interpersonal communication skills
- Proficient with Microsoft Suite (PowerPoint and Excel)
- Able to escalate and communicate effectively
- Able to work independently and take initiative
Benefits
iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Summer Intern - Zurich
Location: Zurich, Switzerland
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Help Shape the Future of Fintech in the Global Alternative Investment Space:
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 $210 billion in global client assets invested in1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
Let us invest in you – Apply to our iCapital Summer Internship Program July to August 2025 (8 weeks).
Internship Experience at iCapital:
Enjoy the vibrant atmosphere of our office located in the heart of Zurich at Paradeplatz. From day one, you will be considered a key member of the iCapital team as you participate in a program where you will make meaningful contributions to our company and get a chance to potentially jumpstart your career with us after graduation.
Key features of our program:
- Diverse and inclusive company culture where we create a sense of belonging for everyone.
- Gain valuable insights into different aspects of our organization by working closely with colleagues across various functions.
- 2 mentor lunches with senior professionals from iCapital that provide career development, guidance, and industry insights.
- Exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
- Unlock your potential and embark on a journey of growth with free access to LinkedIn Learning courses.
- Regular iLearn seminars and platform demos where you will learn the latest about our products.
- Competitive salary
How we have fun while we work:
- Participate in iCapital sponsored bi-weekly team lunches to foster connections and expand your professional network.
- Join us for our exciting summer event where you will bond with colleagues and create lasting memories.
- Unwind and socialize at our vibrant monthly Happy Hours, a perfect opportunity to relax and connect with your team outside of work.
About Regulatory Affairs & Business Operations at iCapital:
This internship offers an excellent opportunity to gain hands-on experience in various facets of iCapital’s global operations, all within the exciting private markets industry. Based in Zurich, you will work within the Regulatory Affairs & Business Operations department, collaborating with multiple stakeholders across our global organization. As an intern, you will support iCapital’s operational excellence across business operations and process optimization, strategy, communications, and executive support, gaining exposure to senior management, key initiatives, and their execution.
In your internship, as part of the Regulatory Affairs & Business Operations team, some areas of responsibility may include:
- Assisting in the implementation of strategic initiatives to support our growth and enhance business excellence.
- Assisting in the preparation of reports, presentations, and other communication and sales materials for both internal and external stakeholders.
- Conducting thorough industry research and analysis to identify areas that contribute to our thought leadership practices.
- Collaborating with cross-functional teams to streamline business processes and optimize operational workflows.
- Supporting regulatory compliance initiatives and ensuring adherence to industry standards and best practices.
The ideal candidate:
- Highly motivated and eager to learn about business management, operations, communications and regulatory compliance in the leading Fintech within the private markets industry.
- Hands-on attitude, proactive mindset, and willingness to go the extra mile — ready to tackle any task, big or small.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and collaboratively in a fast-paced environment.
- Proficiency in Microsoft Office suite.
- Currently enrolled in a university/business school program with a focus on business administration, finance, economics, or a related field (preferably in your masters or at the end of your bachelors program).
- Fluency in English a must, German a big plus
- Authorized to work in Switzerland. *
*We are unable to offer any type of employment-based immigration sponsorship for this program
iCapital in the Press:
We are at the vanguard of using technology to democratize investing in alternatives, but don’t take our word for it. Here’s what others are saying about us:
- Seven consecutive years on the Forbes Fintech 50 list, which highlights the most innovative private companies in personal finance, investing payments and crypto assets.
- Back-to-back selection to Forbes’ Best Startup Employers List.
- Two-time winner of the Money Management Institute/Barron’s Solutions Provider of the Year.
For additional information on iCapital, please visit: iCapital Website
X (formerly Twitter): @icapitalnetwork
LinkedIn: iCapital Network Inc.
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.
Support Engineer - Associate
Location: New York, NY, United States
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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 $214 billion in global client assets invested in 1,731 funds, as of December 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
At iCapital the Support Engineering team is crucial for maintaining our services' reliability and being at the forefront of incident response. This role will work closely with the Site Reliability Engineering team and have responsibilities monitoring our systems, responding to alerts, and coordinating initial incident response efforts. This individual will partner with our SRE team to learn and implement top-tier incident management practices while gaining hands-on experience with the latest observability tools and methodologies.
Responsibilities
- Participate in on-call rotations to monitor and respond to technical incidents.
- Monitor health and performance using New Relic, Prometheus/Grafana, Splunk dashboards.
- Create and maintain accurate incident data in Jira and Confluence.
- Support post-incident reviews by gathering relevant data and timeline information.
- Collaborate with SRE team to improve incident management processes.
- Help maintain and update runbooks and documentation.
- Assist in tracking incident metrics and trends.
Qualifications
- 2+ years of experience in technical support engineering, operations, NOC or similar role
- Strong problem-solving skills and attention to detail
- Excellent written and verbal communication abilities
- Experience with or willingness to learn new monitoring tools
- Familiar with ticketing systems, such as Jira, and documentation platforms like Confluence
- Experience with DevOps practices is a plus
Benefits
The base salary range for this role is $100,000 to $130,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Support Engineer - Associate
Location: Lisboa, Portugal
Read Full Description
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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
The Support Engineering team at iCapital is crucial for maintaining our services' reliability and being at the forefront of incident response. As an associate, you’ll work closely with Site Reliability Engineering team and have responsibilities monitoring our systems, responding to alerts, and coordinating initial incident response efforts. By working directly with our SRE team, you will not only learn and apply best practices in incident management but also gain valuable experience with modern observability and processes.
Responsibilities
- Participate in on-call rotations to monitor and respond to technical incidents
- Monitor health and performance using New Relic, Prometheus/Grafana, Splunk dashboards
- Create and maintain accurate incident data in Jira and Confluence
- Support post-incident reviews by gathering relevant data and timeline information
- Collaborate with SRE team to improve incident management processes
- Help maintain and update runbooks and documentation
- Assist in tracking incident metrics and trends
Qualifications
- 2+ years of experience in technical support engineer, operations, NOC or similar role
- Strong problem-solving skills and attention to detail
- Excellent written and verbal communication abilities
- Experience with or willingness to learn new monitoring tools
- Familiarity with ticketing systems (Jira) and documentation platforms (Confluence)
- Bonus having experience with DevOps practices
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Tax Compliance - Assistant Vice President
Location: Greenwich, CT, United States
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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 $206 billion in global client assets invested in 1,679 funds, as of October 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Tax Compliance Assistant Vice President to join to Fund Finance Central Services team. This position will service hedge and private equity fund of fund and access fund vehicles (the “funds”) in conjunction with third-party administrators and tax preparers to ensure timely tax reporting and communication, as well as drive continuous improvement throughout the processes.
Responsibilities
- Coordinate and oversee the fund federal and state tax compliance, as well as Schedule K-1 and tax estimate reporting.
- Reconcile and review investor demographics necessary for K-1 preparation and resolve source data discrepancies with third parties.
- Monitor various internal and external calendars for different stakeholders such as Investor Relations, Sales teams, and Client Relationship managers, and adhere to client service expectations.
- Manage the collection and distribution of tax information from underlying funds.
- Coordinate multiple third-party tax preparers and administrators in the review of the fund investment tax returns and preparation of K-1s.
- Review tax allocations along with tax forms: 1065, 1120/1120-F, 1042/8804, 8821, 8865/5471, 8621, 1099s, and foreign and state withholding calculations.
- Coordinate payments and deposits as needed for funds.
- Respond to federal and state tax notices for the funds and coordinate any payment requests.
- Monitor and perform to service level expectations and escalate to keep processes on time.
- Manage a high volume of client and investor inquiries on tax matters.
- Document and maintain procedures, workflows, and metrics.
- Identify opportunities for process improvements.
- Participate in industry regulatory and tax forums.
Qualifications
- Bachelor’s degree in accounting or finance
- 5-10 years tax experience
- CPA or master’s degree in tax is a plus
- Understand investment partnership taxation
- Strong excel skills
- Comfortable learning new systems and 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
- Willing to learn new topics and work in an evolving business environment
- Organized, self-motivated, and detail-oriented with ability to see the big picture
- Passionate about being a part of our iCapital team and representing our company with integrity, dignity, and pride
Benefits
The base salary range for this role is $100,000 to $150,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Tax Operations Business Analyst – Associate/Associate Vice President
Location: Greenwich, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Associate/Assistant Vice President to join the Client Success Tax Services team. This position will support iCapital’s global Tax team with project management, operational support and client service. This is a newly created role to support the expansion of iCapital in the global marketplace.
Responsibilities
- Lead and manage global Tax-related projects, ensuring they are completed on time and efficiently.
- Draft business requirements, project plans, use and test cases and other work artifacts.
- Manage the Tax client service mailboxes, inquiry management system and global client inquiries, ensuring prompt and effective resolution and transparent communication.
- Identify and implement process improvements to enhance efficiency and accuracy in the different work streams within the Tax department.
- Collaborate with internal Finance, Legal, IT teams and trusted external auditors, consultants, tax firms and law firm partners to execute key deliverables.
- Coordinate global ad-hoc projects and tasks performed by the offshore team.
- Prepare detailed reports on project status, risk management and financial impact on senior management as needed.
Qualifications
- Bachelor’s degree in accounting, finance, business administration, or a related field
- 5+ years of experience in client service, operations, tax, accounting, or project management roles, preferably within the financial/technology sector, and/or consulting environment
- Proficiency with MS suite (Excel, Word, PowerPoint, etc.) and experience with project management tools; comfortable learning new systems and 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
- Willingness to learn new topics and work in an evolving business environment
- Organized, self-motivated, and detail-oriented with ability to see the big picture
Benefits
The base salary range for this role is $110,000 to $140,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Technical Accounting & Reporting - Analyst / Associate
Location: Greenwich, CT, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2024.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking an experienced and versatile Financial Reporting professional to join our Corporate Finance department. This pivotal role offers the opportunity to shape a rapidly growing area of financial reporting, which includes preparation of financial statements, maintenance of accounting records and files, assistance with annual parent and statutory audits, implementation and testing of internal controls, assistance with equity accounting and reporting, and more. The ideal candidate is as comfortable drafting clear, professional written and verbal communications, as they are working with complex data sets.
The ideal candidate thrives in a dynamic environment and possesses exceptional interpersonal and analytical skills.
Responsibilities
- Assist with the compilation of monthly and annual financial statements like US GAAP, IFRS, and local accounting standards for international subsidiaries, inclusive of month over month account variance analysis.
- Assist in researching technical accounting guidance for new accounting pronouncements or issues that arise and draft technical accounting memorandums.
- Prepare and review auditor requests and partner with external auditors to facilitate annual financial statement audits.
- Identify gaps in current processes, implement SOX compliant internal controls, and drive continuous improvements in the Corporate Finance team’s workflows.
- Support ad hoc initiatives such as equity record keeping and accounting analysis, M&A integrations, etc.
- Partner with Human Resources, Legal, Payroll, and Corporate Development teams on initiatives like processing new equity awards, primary equity issuances, stock option exercises, and RSU settlements.
- Partner with international team members and service providers to complete monthly international financial reporting and analysis.
- Input, extract and analyze sets of data, use iCapital’s equity management software, Carta, to work with large datasets in Excel and present insights effectively.
- Prepare monthly close journal entries and maintain supporting schedules.
Qualifications
- Bachelor’s or master’s degree in accounting
- CPA certified or a candidate currently in process
- 2+ years of relevant experience in the accounting or auditing field; Exposure to public audit clients is preferred
- Experience working on SOX internal controls testing or exposure to control remediation plans
- Exceptional ability in data management and written communications, with a strong aptitude for implementing checks and balances independently
- Advanced Excel skills (e.g., VLOOKUPs, pivot tables)
- Experience working with or knowledge of General Ledger systems (e.g., Oracle NetSuite, SAP) is preferred
- General US GAAP accounting knowledge, with a familiarity of stock-based compensation accounting (ASC 718) is preferred
- Self-motivated, flexible, strong verbal presentation skills, detail-oriented, and capable of balancing day-to-day responsibilities with long-term strategic goals
Benefits
The base salary range for this role is $ 70,000 to $ 110,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Technology Recruiter - Contract role
Location: New York, NY, United States
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About the Role
Talent Acquisition is a core strategic driver of iCapital’s success. As a member of our team, the Technology Recruiter will assist the current team, manage candidate pipeline, and conduct screening calls with candidates. This role offers the opportunity to be part of an inclusive, collaborative, and engaging working environment. This role will report to the Head of Technology and Product recruiting in Talent Acquisition.
Responsibilities
- Lead full cycle recruitment from intake with hiring managers, through offer close.
- Manage high volume of requisitions and applications through various stages in Greenhouse.
- 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.
- Support the senior technology recruiter across Technology and Product departments; review and source resumes, screen and qualify candidates to recommend to hiring managers.
- Build relationships internally with hiring managers, heads of department and other internal stakeholders to develop a strong understanding of the team’s needs.
- 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.
- Manage candidates through various stages in our ATS (Greenhouse) ensuring accurate data.
- Develop and track measurable facets of the recruiting and hiring process so that the processes are transparent and measurable; Ensure HR data is reflected accurately in our systems.
- Partner with members of the HR team to ensure all new hires go through a top-class onboarding experience.
- Stay current and informed on industry technical recruiting trends to discern skillset of top candidates
- Assist with ongoing projects that support the overall mission of the HR team (i.e. diversity, candidate experience, employee engagement, etc.).
Qualifications
- Bachelor’s degree in human resources, business administration, or another business-related field
- 6+ 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 the Technology spectrum including full stack, frontend and backend engineers, devops, corporate technology and product backgrounds, data science and quant experience
- Self-starter who is comfortable working in a fast-paced collaborative environment
- Effectively assess a candidates resume and conduct screening calls before introducing profiles to the lead recruiter
Benefits
The hourly rate for this job is $45 to $55 per hour, this role is not eligible for benefits
We believe the best ideas and innovation happen when we are together. This role will sit in our NYC office and employees in this role will work in the office four days, with the flexibility to work remotely one day. 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. 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.
UiPath/Python Developer - Associate
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
Job Summary:
We are seeking a skilled Python Developer to assist in the development and maintenance of portal data extraction. The ideal candidate will have strong expertise in Python, experience working with APIs, web scraping, automation, and cloud-based storage solutions, and a keen eye for optimizing data retrieval and security. Must also have a good working knowledge of UiPath.
Key Responsibilities:
- Develop and maintain a secure and efficient document download portal using Python.
- Integrate APIs and web scraping techniques to automate document retrieval from multiple sources.
- Implement authentication, authorization, and encryption to ensure secure access to documents.
- Optimize performance for high-speed downloads and scalable storage solutions.
- Work with cloud platforms (AWS, GCP, or Azure) for document storage and management.
- Develop a user-friendly interface for file search, preview, and bulk downloads.
- Debug, test, and deploy high-quality code while following best practices.
- Collaborate with cross-functional teams, including UI/UX designers and DevOps engineers.
- Monitor system performance and implement logging, error handling, and monitoring tools.
- Develop and maintain UiPath processes.
Required Skills & Qualifications:
- Highly skilled in Python (Django, Flask, or FastAPI).
- Experience with API integrations, web scraping (BeautifulSoup, Scrapy, Selenium), and automation.
- Knowledge of databases (SQL, PostgreSQL, or NoSQL) and ORM frameworks.
- Understanding of authentication protocols (OAuth, JWT, SSO).
- Familiarity with cloud storage solutions (AWS S3, Google Cloud Storage, Azure Blob Storage).
- Experience with containerization (Docker, Kubernetes) and CI/CD pipelines.
- Strong debugging and problem-solving skills.
- Ability to work independently and in a team environment.
- Experience with UiPath
Preferred Qualifications:
- Experience with React, Angular, or Vue.js for front-end integration.
- Knowledge of AI/ML for document classification and automation.
- Exposure to microservices architecture and event-driven development.
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
UX Designer - Associate / Assistant Vice President
Location: Lisboa, Portugal
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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 $210 billion in global client assets invested in 1,690 funds, as of November 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
Job Description
iCapital is looking for a UX Designer to conceptualize and enhance features for our online FinTech product, employing user experience, interaction and visual design skills to achieve a simple, modern experience.The individual must have an eye for functional design and possess technical skills to synthesize high-level concepts and ideas into concrete high-fidelity designs. The individual must be able to iterate designs and solutions efficiently and intelligently to bring simplicity and user friendliness to meet client needs and vision. We are looking for an individual who is passionate, creative, and enthusiastic, with an ability to fluidly adapt to new UX design challenges and problem solve in a fast-paced and collaborative environment.
How You Will Fulfill Your Potential
- Lead all phases of the UX & design process: UX research, visual design and prototyping
- Define entire user experiences, and interaction concepts. Creating wireframes, user flows and high-fidelity prototypes leveraging iCapital’s Design System
- Help migrate iCapital flagship platform to use our new design system.
- Proactively suggest improvements to the platform, not only in reaction to request
- Provide clearly defined specs and interaction guidelines to the Development team, ensuring the product vision is executed in an optimal manner.
- Manage multiple concurrent requests and requirements
What We’re Looking For
- 4+ years of experience
- Bachelor’s Degree in Human Computer Interactions, Communication Design,
Visual Arts or related field - Strong portfolio that demonstrates UX and visual skills in digital products
- Excellent communication and presentation skills
- History of teamwork and willingness to roll up sleeves and get the job done
- Proficiency in FIGMA is a must. Knowledge in Maze, Dovetail, Mix-panel is a Plus
Work samples will be required during the interview process.
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital please visithttps://www.icapital.com/about-us Twitter: @icapitalnetwork | LinkedIn:https://www.linkedin.com/company/icapital-network-inc
Annuities Sales - Analyst / Associate
Location: New York, NY, United States
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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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Annuities Sales Analyst or Associate to join the iCapital Solutions department. This role will support the Annuities team assisting with the management, development, and maintenance of the Annuities platform for our clients. iCapital Solutions develops and manages the technology platform experience for many of iCapital’s largest clients throughout the United States. This individual will be responsible for supporting senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing our company’s strategy.
Responsibilities
- Serve as a main contact point for our annuity clients, managing relationships and ensuring their needs are met.
- Lead and conduct training for internal and external partners, ensuring they are well-versed in the platform's features and capabilities.
- Support the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line.
- Assist in the creation, maintenance, and distribution of data to carrier and distributor partners, ensuring accuracy and timeliness of all information.
- Support the development of new and existing relationships with distribution partners to advance the product category for the company.
- Manage clients’ expectations by troubleshooting and resolving any issues related to the platform.
- Take ownership of projects, providing strong analytical support to teammates and ensuring successful execution of tasks.
- Aggregate, maintain, and analyze large data sets to drive informed decision-making.
- Develop presentations with significant data and analysis for internal and external meetings and projects.
- Work alongside the sales and finance team to develop meaningful measurements of success for the Annuities platform.
- Partner with the Compliance team to ensure all regulatory requirements are met as we onboard new clients.
- Drive process improvements, in part by leveraging teams, technology, and automating data-related workflows.
- Collaborate with the Engineering team to ensure the platform operates efficiently and meets the needs of clients.
Qualifications
- Bachelor’s degree in a related field
- 1+ years of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
- 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
- Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
- Strategic mindset and able 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 Excel and PowerPoint
- Series 7, 63 certifications are preferred; or otherwise attained within 120 days of hire
- Knowledge of financial products, and annuities, is preferred
- Motivated, detail-oriented, and able to independently solve problems
- Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
- Microsoft office skills are required (Word, Excel, PowerPoint)
Benefits
The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Annuities Sales Operations - Analyst / Associate
Location: New York, NY, United States
Read Full Description
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 $218 billion in global client assets invested in 1,760 funds, as of January 2025.
iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire an Analyst or Associate to join the iCapital Solutions department. This role will support the Annuities team. This role will assist with the management, development, and maintenance of the Annuities eco-system on the platform for our clients. This individual will be responsible for supporting senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing our company’s strategy.
Responsibilities
- Assist with supporting the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line.
- Support the development of new and existing relationships with carrier partners to advance the product category for the company.
- Manage clients’ expectations by troubleshooting and resolving any issues.
- Collaborate internally to maintain data accuracy and fill data gaps across the different Annuity features.
- Coordinate with third-party partners to assist the day-to-day operations of the platform
- Take ownership of projects and provide strong analytical support to teammates.
- Partner with the Compliance team to ensure all regulatory requirements are met for new and existing clients.
- Develop presentations with significant data and analysis for internal meetings and projects.
- Drive process improvement, in part by leveraging technology.
- Collaborate with the engineers to ensure the platform is operating efficiently.
Qualifications
- Bachelor’s degree in a related field
- 1+ years of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
- Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
- Excellent organizational, analytical and problem-solving skills
- Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
- Motivated, detail-oriented, and able to independently solve problems
- Knowledge of financial products annuities is preferred
- Proficient in Excel and PowerPoint
- Series 7, 63 certifications are preferred; or otherwise attained within 120 days of hire
Benefits
The base salary range for this role is $70,000 to $80,000. iCapital offers a compensation package which includes salary, equity for all full-time 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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 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.
Thank you for your interest!
Our People Say It Best…
“Whenever anyone asks me what I like most about working at iCapital, my response is always the same – it’s the people. The inclusivity, the diversity, the genuine care we all have for one another, it is truly a wonderful thing.”
MATT
Vice President,
Corporate Finance
“One of the most fulfilling aspects of my role at is the opportunity to collaborate with diverse teams. Each project presents exciting challenges and offers a chance to broaden my skills and enhance my creativity. Being part of a company that fosters positivity and continuous growth is incredibly refreshing.”
LISA
Assistant Vice President,
Technology Program Management
Assistant Vice President,
Technology Program Management
“iCapital’s commitment to growth and development perfectly aligns with my passion for building strong, inclusive teams. It enables me to connect with talented individuals from around the globe. iCapital is not just a workplace; it’s a community where I can thrive and make a difference.”
SÓNIA
Vice President,
International Talent Acquisition – Lisbon
“It is motivating to be part of a culture where all groups are equally valued for their contributions. Every day, I am inspired by the passion and brilliant minds who collectively believe in our people and mission.”
DIPTI
Vice President,
Project Management
“It’s interesting, challenging work in a fast-paced environment. There’s a focus on sound engineering practices and a mindset of build it once, build it right.”
JUAN
Vice President,
Technology
Vice President,
Technology
“iCapital’s commitment to growth and development perfectly aligns with my passion for building strong, inclusive teams. It enables me to connect with talented individuals from around the globe. iCapital is not just a workplace; it’s a community where I can thrive and make a difference.”
SÓNIA
Vice President,
International Talent Acquisition – Lisbon
An Environment Where You Will Thrive
We are invested in our employees’ well-being and in creating an environment where they can thrive. From fully-stocked kitchens and comprehensive health insurance to monthly social events and volunteer opportunities — we’ve got you covered.
Culture
We have an unwavering belief in open communication and transparency between and among all levels of our organization. We aspire to create a team of engaged employees from diverse backgrounds and with varied experiences. Our business principles guide our team at every turn; integrity, collaboration, accountability, professionalism, and excellence.
Benefits & Rewards
We are invested in our employees’ physical, emotional, and financial well-being. We offer a wide range of benefits, including an employer matched retirement plan; generously subsidized health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling; generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location).
Learning & Development
We view learning and development as a critical investment in our employees. Career growth initiatives are incorporated at every employee level – from recent college graduates to senior-level managers.
Global Reach
New York City (Global Headquarters)
60 East 42nd Street
26th Floor
New York, NY 10165
26th Floor
New York, NY 10165
Princeton
214 Carnegie Center
Suite 203
Princeton, NJ 08540
Suite 203
Princeton, NJ 08540
Greenwich
2 Greenwich Plaza
4th Floor
Greenwich, CT 06850
4th Floor
Greenwich, CT 06850
Boston
10 High Street
Suite 500
Boston, MA 02110
Suite 500
Boston, MA 02110
Toronto
333 Bay Street
Suite 830
Bay Adelaide Centre, West Tower
Toronto, ON M5H 2R2
Suite 830
Bay Adelaide Centre, West Tower
Toronto, ON M5H 2R2
London
19 Dacre Street
London SW1H 0DJ
United Kingdom
London SW1H 0DJ
United Kingdom
Lisbon
Av. da Liberdade nº 131 1250 – 140
Lisboa, Portugal
Lisboa, Portugal
Zurich
Hong Kong
St. George’s Building
2 Ice House Street
Central, Hong Kong
2 Ice House Street
Central, Hong Kong
Singapore
CapitaSpring 88 Market St 40-01
Singapore 048948
Singapore 048948
Boca Raton
2500 North Military Trail
Suites 125 & 130
Boca Raton, FL 33431
Suites 125 & 130
Boca Raton, FL 33431
Tokyo
Shin-Marunouchi Center Building Level 21, 1-6-2
Marunouchi, Chiyoda-ku
Tokyo 100-0005 Japan
Marunouchi, Chiyoda-ku
Tokyo 100-0005 Japan
Stamford
850 Canal Street
4th Floor
Stamford, CT 06902
4th Floor
Stamford, CT 06902
Salt Lake City
331 S. Rio Grande
Suite 203 & 204
Salt Lake City, UT 84101
Suite 203 & 204
Salt Lake City, UT 84101
Edinburgh
19A Castle Street
Edinburgh EH2 3AH United Kingdom
Edinburgh EH2 3AH United Kingdom
Jacksonville
10151 Deerwood Park Blvd.
Building 300
Suite 230
Jacksonville, FL 32256
Building 300
Suite 230
Jacksonville, FL 32256
