iCapital is looking for a candidate to join its growing Research & Education team. The role will focus on conducting due diligence on Private Capital funds & author thorough due diligence reports that are offered to our clients.  This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate & real assets. 

Responsibilities

• Lead investment & operational due diligence on private capital managers identified for inclusion on iCapitals platform.
• Prepare clear & comprehensive due diligence reports on managers, including qualitative & quantitative factors.
• Help lead internal processes for conducting due diligence & overseeing the quality & consistency of due diligence reports. Play an active role in the management of the due diligence projects pipeline.
• Keep abreast of investment opportunities & be able to successfully communicate information to the investment team.
• Source new managers, perform initial screening, & identify managers for further consideration.
• Maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period & lead the effort in creating market maps for each major strategy.
• Prepare marketing & education materials on various products & strategies for clients of the company.
• Present investment merits of current products in the market as well as current trends in the private capital investing to clients.

Qualifications

• 10+ years of total experience in financial services; with 5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds
• Prior experience focusing on fund manager evaluations
• Demonstrated qualitative & quantitative analytical skills
• Strong written communication skills & able to present in front of senior professionals in the industry
• Able to work independently

Benefits

The base salary range for this role is $165,000 to $190,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO).

We believe the best ideas & 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, & 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 & 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.