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iCapital Network // fintech platform for alternative investment solns
 
Marketing, Full Time    New York City    Posted: Tuesday, June 18, 2019
 
   
 
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JOB DETAILS
 

This individual will be responsible for monitoring private equity fund investments across the iCapital platform & conveying this information to the internal sales team & to wealth advisors who have clients invested in the funds. Ideal candidatewill need to gain an in-depth knowledge of the Private Equity investments serviced by iCapital through underlying fund reports as well as discussions with underlying fund general partners.

Responsibilities

  • Review & analyze portfolio performance data, benchmark performance data & risk statistics.
  • Maintain & update the internal data files on each underlying fund & provide reports to management on a regular basis.
  • Work with all levels of the diligence, reporting & fund administration teams across the organization to help ensure the integrity & consistency of portfolio data across client reporting systems.
  • Provide various ad hoc data research & analysis as needed.
  • Support the marketing & fundraising cycle from fund concept to road show presentations & marketing/talking points.
  • Leverage investment activity & valuations across all funds, including capital calls, distributions, quarterly valuations, etc. to create investor presentations.
  • Prepare fund performance analyses / management reporting.
  • Answer wealth advisor & investor update calls.
  • Gather data & create charts for research papers.

Candidate Profile

  • 3-5 years of relevant experience in the private equity industry is mandatory.
  • Bachelors Degree.
  • Industry experience can be with a PE firm, a PE fund-of-funds, consultant, or leading placement agent.
  • Highly proficient in Microsoft Office applications Power Point Presentations, Excel (modeling, pivot tables etc.), & Word
  • Demonstrates strong technical & quantitative skills
  • Outstanding interpersonal & communication skills; need to speak in articulate & confident manner with wealth advisors.
  • Strong writing skills & attention to detail.
  • Should enjoy working in a fast-paced environment & handle multiple projects at once.
  • Ability to work effectively under pressure.
  • Strong work ethic; genuine passion for excellence.
  • Personal & professional integrity.

Nice to Have

  • Genuine interest in the Global Marketplace; avid reader of Financial columns for ex. the WSJ, Financial Times, Barrons, etc.
 
 
 
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