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iCapital Network // fintech platform for alternative investment solns
Product, Full Time    New York City, United States    Posted: Monday, August 22, 2022
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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 $130 billion in global client assets invested in 1,036 funds, as of May 2022.

iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; & a two-time winner of MMI/Barrons Solutions Provider award (see link below)

About the Role

iCapital is looking for a candidate to join its growing Research & Due Diligence team. The candidate will focus on content creation, client engagement, & evaluating market conditions on private capital funds & hedge funds.  The ideal candidate should have strong knowledge of industry trends in private equity, private credit, real estate, and/or real assets. 


  • Support all aspects of iCapitals fund launch process by partnering with the Investment Team, Product Development Team, Sales, & Marketing.
  • Serve as product lead, develop a marketing plan for all new product launches, partner with the sales team to conduct demand assessment, & execute marketing plan by partnering with research & sales team.
  • Create talking points, marketing materials, & presentation materials to present to clients.
  • Serve as the main point of contact for the sales team to arrange calls/meetings, manage followups, demonstrate deep investment knowledge, deliver product presentations, identify & address concerns, & provide guidance through diligence.
  • Partner with the investment & sales team to provide fundraising updates, portfolio updates, & responses to data requests.
  • Coordinate manager due diligence & selection processes both in terms of breadth & investment quality, with the overall aim of providing best-in-class investment products to our clients.
  • Assist in the planning & execution of roadshows & conferences.
  • Work alongside the sales team on client pitches, product positioning, & sales campaigns.
  • Build excellent working relationships across multiple lines of business & corporate functions in collaboration with product onboarding.


  • 5-10 years of internal and/or external sales experience in the alternatives space
  • Bachelor's degree in business, economics, finance, or a related discipline required
  • Exceptional organizational & interpersonal skills
  • Impeccable written & verbal communication skills
  • Self-starter who takes initiative & learns quickly in a fast-paced environment
  • Strong commitment to continuous professional development & improvement of the team
  • Excellent client service aptitude & attitude
  • Excellent working knowledge of Microsoft Suite & Salesforce


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: | Awards Disclaimer:

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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