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iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $125 billion in global client assets invested in 1,012 funds, as of April 2022.

iCapital was named Solutions Provider of the Year at the 2020 MMI/Barrons Industry Awards & selected to the 2018, 2019, 2020 & 2021 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.

About the Role

iCapitals Investment Product & Research Team is looking to hire an individual to be responsible for & conduct ongoing monitoring by liaising with underlying fund general partners to monitor private equity & credit fund investments across the iCapital platform.  In addition, this role will involve actively communicating these updates to internal stakeholders as well as wealth advisors who have clients invested in the funds. 


  • Monitor feeder & underlying fund investment performance & create talking points to ensure we meet our fiduciary role in oversight.
  • Keep track of broader macro thoughts & trends through interactions with iCapitals General Partners. Write market commentary for different alternative asset classes as needed.
  • Assist with coordinating & attending meetings with underlying funds, as our team proactively reaches out biannually for full portfolio reviews.
  • Create & update daily our web pages on Confluence for new funds.
  • Financial Modeling:
    • Fund Financial Modeling & Valuations.
    • DCF Valuation.
    • Ad hoc fund analysis & Due Diligence modelling.
  • Secondary Sales:
    • Assist in identifying populations of funds to include in potential secondary sales.
    • Perform analysis on secondary sale pricing & cost-benefit analysis. This includes reaching out to all underlying general partners to understand their ultimate fund performance projections & exit timelines & compare that to the pricing bidders are offering today to ultimately make the choice that is in the best interests of our clients.
    • After a partner is chosen, host calls with our clients & partners & then, if necessary, with underlying clients to explain the process & next steps.
  • Host multiple system-wide update calls for clients & advisors with underlying fund managers (i.e., Vista, Blackstone, etc.).
  • Client communications, i.e., responding to investor inquiries about fund performance & other questions.
  • Assist in the research, analysis, & monitoring for iCapitals registered funds business.
  • Continue to help improve the online investment dashboard & find other ways to automate our manual processes.
  • Investment Oversight:
    • Feeder/Access Fund Investment Oversight work with clients, Legal & Product to analyze & assist in decision making, as needed, on behalf of the feeder funds where we have investment discretion. Assist in preparing materials & presenting items regarding investments (extensions, secondaries, co-invests, term changes) at oversight meetings.


  • Bachelors Degree, CFA Preferred
  • Extensive experience with financial analysis via financial modeling.
  • Proficiency in Excel required.
  • 3-5 years of relevant experience; PE experience (private equity firm, investment banking, fund of funds, FinTech, consultant, institutional LP, etc.)


iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus, & an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, & virtual mental health counseling; unlimited paid time off (PTO) & parental leave. 

We offer most employees the flexibility to work in the office three to four days & remotely for the remainder of the week.  Every department has different needs, & some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit  Twitter: @icapitalnetwork | LinkedIn:

iCapital is proud to be an Equal Employment Opportunity & 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.

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