Private Markets, Due Diligence - Associate / Assistant Vice President - iCapital Network

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 $176 billion in global client assets invested in 1,433 funds, as of December 2023.

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 an Associate or 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
• 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

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, vison, 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. This role will be based in our Toronto office.

 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.

Last updated: 12 days ago