Alternatives, Operational Due Diligence Analyst - Assistant Vice President

iCapital; Town of Greenwich (NY); Híbrido; USD 130.000 - 155.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

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)

Descripción de la vacante

iCapital is seeking an Assistant Vice President to join the Research and Education team in New York. You will oversee and conduct operational due diligence on investments, focusing on internal controls and industry best practices.

This role requires strategic thinking, strong analytical skills, and effective communication of complex findings. You will assess fund managers, identify operational risks, and mentor junior staff while collaborating with Legal and Compliance.

Formación

• Bachelor's degree in finance, business administration, accounting, or related field.
• MBA or CPA/CFA preferred.
• 6–10 years of experience for AVP level and 10–15 years for VP in operational due diligence, risk management, or related fields.
• Excellent written and verbal communication skills.
• Exceptionally strong attention to detail and commitment to quality work.
• Proven project management skills and ability to manage multiple projects.
• Strong interpersonal skills and ability to build internal and external relationships.

Responsabilidades

• Conduct comprehensive operational due diligence on investment opportunities, including site visits and interviews with senior non-investment team members.
• Assess external fund managers focusing on private equity, private credit, hedge funds and real assets.
• Identify, evaluate, and mitigate operational risks for potential and existing investments.
• Prepare and present detailed operational due diligence reports with recommendations.
• Monitor fund managers regularly to ensure compliance with standards and identify material risks.
• Support ad-hoc projects for the Alternatives platform.
• Collaborate with Investment, Legal and Compliance teams to ensure holistic due diligence.
• Stay updated on industry trends, regulatory changes, and best practices in due diligence and risk management.
• Mentor and train junior team members to foster continuous improvement.

Conocimientos

Analytical skills

Problem solving

Communication

Attention to detail

Project management

Stakeholder management

Interpersonal skills

Educación

Bachelor's degree in finance, business administration, accounting, or related field

MBA or CPA/CFA preferred

Descripción del empleo

About The Role

iCapital is looking to hire an Assistant Vice President to join the Research and Education team. The individual will be responsible for overseeing and conducting operational due diligence on prospective and current investments. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with strong analytical skills, and the ability to communicate complex findings effectively.

About The Role

iCapital is looking to hire an Assistant Vice President to join the Research and Education team. The individual will be responsible for overseeing and conducting operational due diligence on prospective and current investments. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with strong analytical skills, and the ability to communicate complex findings effectively.

Responsibilities

• Conduct comprehensive operational due diligence on investment opportunities, including site visits, interviews with senior members of the non-investment team, service provider confirmations and detailed analysis of operational processes.
• Conduct assessments of external fund managers, with a focus on private equity, private credit, hedge funds and real assets.
• Identify, evaluate, and mitigate operational risks associated with potential and existing investments.
• Prepare and present detailed operational due diligence reports, summarizing findings and providing recommendations.
• Perform ongoing monitoring of fund managers on a regular basis to ensure compliance with established standards and to identify material risks.
• Engage in ad-hoc projects to support the Alternatives platform.
• Work closely with Investment, Legal and Compliance teams and other stakeholders to ensure a holistic approach to due diligence and risk management.
• Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management.
• Mentor and train junior members, fostering a culture of continuous improvement and professional development.

Qualifications

• Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred
• 6 - 10 years of experience for the AVP role and 10-15 years of experience for the VP level in operational due diligence, risk management, internal audit, or a related field within the investment industry
• Strong analytical and problem-solving skills with the ability to synthesize complex information
• Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively
• Exceptional attention to detail and a commitment to delivering high-quality work
• Proven project management skills, with the ability to manage multiple projects and meet tight deadlines
• Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders

Benefits

The base salary range for this role is $130,000 to $155,000.

iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.

• 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 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 Affiantive 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.