- 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.
- 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
-
Private Markets, Due Diligence
2 weeks ago
icapitalnetwork Greenwich, United StatesiCapital 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 cli ...
-
Private Markets, Due Diligence
1 day ago
iCapital Greenwich, United StatesiCapital 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 cli ...
-
Private Markets, Due Diligence
2 days ago
iCapital Network Greenwich, United StatesiCapital is powering the worlds 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 clie ...
-
Private Markets, Due Diligence
2 weeks ago
iCapital Greenwich, United StatesJob Description · Job DescriptioniCapital 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 strate ...
-
Private Markets, Due Diligence
6 days ago
iCapital Greenwich, United StatesiCapital 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 cli ...
-
Associate - Due Diligence
2 weeks ago
Hines Interests Limited Partnership New York, United StatesAs an Associate - Due Diligence with Hines, you will be responsible for supporting the fundraising efforts of Hines Private Wealth Solutions by assisting with investor due diligence processes related to the company's current and past investment offer Associate, Investment, Produc ...
-
Private Markets, Due Diligence
6 days ago
iCapital Network Greenwich, United StatesiCapital 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 cli ...
-
Financial Due Diligence
4 days ago
RSM US LLP New York, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Financial Due Diligence
4 days ago
RSM US LLP New York, United StatesJob Description · We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, ...
-
Operational Due Diligence
3 days ago
Crowe New York, United StatesYour Journey at Crowe Starts Here: · At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophistica ...
-
Due Diligence Analyst
1 day ago
TEKsystems New York, United States:The Compliance Function is an independent advisory and control function within the organization. The mission of the Compliance Function is to protect the Bank and serve the public interest by ensuring that the Bank adopts sound risk-based compliance controls, and by promoting a ...
-
Financial Due Diligence
4 days ago
RSM US LLP New York, United StatesJob Description · We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, ...
-
Financial Due Diligence
3 days ago
RSM US LLP New York, NY, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Financial Due Diligence
3 days ago
RSM US LLP New York, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Financial Due Diligence
4 days ago
RSM US LLP New York, United StatesJob Description · We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, ...
-
Financial Due Diligence
2 weeks ago
RSM US LLP New York, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Technical Due Diligence Consultant
4 days ago
Arcadis New York, United States Part timeArcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets. · We are more than 36, people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the ...
-
Financial Due Diligence
2 weeks ago
RSM US LLP New York, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Financial Due Diligence
1 week ago
RSM US LLP New York, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
-
Financial Due Diligence
3 weeks ago
RSM Global New York, United StatesWe are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture ...
Private Markets, Due Diligence - Greenwich, United States - iCapital
Description
Responsibilities
Qualifications
Benefits
The base salary range for this role is $115,000 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. 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. This role with sit in our NY or CT office.
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.
