FinTech, Financial Services, Wealth Management

Private Markets, Due Diligence - Assistant Vice President

Greenwich, CTHybridFull Time$135,000–$165,000 /yrPosted 2 days agoVisa sponsorship available

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Required skills

private capital managers
due diligence reports
investment opportunities
investment team
pipeline
market maps
marketing materials
education materials
pitchbooks
private market research

Nice to have

wealth channel
RIA firms
family offices

Role summary

iCapital is seeking an Assistant Vice President for its Research and Education team to conduct due diligence on private capital funds and prepare comprehensive reports for clients. The role involves evaluating private capital managers, staying informed on industry trends in private equity, private credit, and real estate, sourcing new managers, and creating market maps. The position also requires preparing marketing and educational materials, including pitchbooks and research pieces, and potentially presenting investment merits and market trends to clients. The ideal candidate will have 5-7 years of financial services experience, with at least 2 years in private capital manager due diligence.

About the Role

iCapital is looking for an AVP level candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and 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 and real assets.

Responsibilities

Conduct investment and operational due diligence on private capital managers identified for inclusion on the firm’s platform.

Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.

Stay informed of investment opportunities and be able to successfully communicate information to the investment team.

Source new managers, perform initial screening, and identify managers for further consideration.

Assist with maintaining a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy.

Prepare marketing and education materials on various products and strategies for clients of the firm.

Create and maintain pitchbooks, private market research pieces, and other team collateral/output.

Over time, present investment merits of current products in the market as well as current trends in the private capital investing to clients.

Qualifications

5-7 years of experience in financial services; with 2+ 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

Previous experience with fund manager evaluation as primary responsibility

Previous experience in the wealth channel supporting RIA firms and family offices would be a plus

Demonstrated qualitative and quantitative analytical skills

Strong written and verbal communication skills; comfortable presenting in front of senior professionals in the industry

Able to work independently

The base salary range for this role is $135,000 to $165,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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 and 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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Private Markets, Due Diligence - Assistant Vice President

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