Position: Vice President, Co-Investments Portfolio Management

Department: Fund Management & Research

Location: New York City or Greenwich, Connecticut

Who We Are:

iCapital Network 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. With 380-plus employees, iCapital services approximately $70 billion in global client assets invested in close to 750 funds across more than 125,000 underlying accounts.

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

About the Role:

We are looking to hire a Vice President responsible for the evaluation of private equity co-investments & secondaries. This individual will join the iCapital Portfolio Management team within the Fund Management & Research Group.

Responsibilities:

• Perform due diligence on companies & their industries
• Perform due diligence on sponsor partners
• Prepare financial underwriting models
• Draft investment memoranda & marketing presentations
• Discuss prospective & completed investments with clients
• Monitor completed investments, which includes maintaining records & files, reviewing quarterly updates, conducting calls with sponsor partners, & attending annual meetings
• Help source & triage investment opportunities from the sponsor & intermediary community

Qualifications:

• At least 7 years of total experience across private equity (i.e. direct investing, co-investing, secondaries) and/or investment banking
• Prior focus on growth equity, pre-IPO, and/or buyout investments is highly preferred
• Demonstrated qualitative & quantitative analytical capabilities, including proficiency building & running growth equity and/or LBO models
• Excellent written & verbal communication skills, including experience drafting comprehensive investment memoranda
• Ability to problem-solve & make logical recommendations
• Professional & confident demeanor, including comfort interacting with senior personnel in the industry 

Benefits:

We offer a wide range of benefits including a competitive total rewards program including equity for all full-time employees, an employer matched retirement plan, & generously subsidized healthcare, including 100% employer paid dental, vision, telemedicine, & virtual mental health counseling. iCapital also offers generous paid time off (PTO) including unlimited sick time as well as parental leave. 

While we are currently working remotely due to COVID-19, this position will be based in our NYC or CT office.

For additional information on iCapital Network, please visit https://www.icapitalnetwork.com/about-us

Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc