AVP, Private Capital Research & Education

iCapital; Greenwich, New York (CT, NY); Hybrid; USD 135,000 - 165,000; Full time

Job summary

iCapital is seeking an AVP-level professional to join its Research and Education team in conducting due diligence on private capital funds and author thorough reports for clients.

You will evaluate private equity, private credit, and real assets, prepare comprehensive reports, and support the investment team with market insights. The role includes bonus potential and a broad benefits package, with hybrid office flexibility in the U.S.

Qualifications

• 5-7 years of experience in financial services; with 2+ years of experience conducting due diligence on private capital managers
• Strong written and verbal communication skills; comfortable presenting to senior professionals
• Demonstrated qualitative and quantitative analytical abilities

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 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 for 12 months and create market maps for each major strategy.
• Prepare marketing and education materials on various products and strategies for clients.
• Create and maintain pitchbooks, private market research pieces, and other team outputs.
• Present investment merits and current market trends to clients.

Skills

Due diligence

Communication

Analytical skills

Independent work

Presentation

Job description

iCapital is seeking an AVP-level professional to join its Research and Education team in conducting due diligence on private capital funds and author thorough reports for clients.

You will evaluate private equity, private credit, and real assets, prepare comprehensive reports, and support the investment team with market insights. The role includes bonus potential and a broad benefits package, with hybrid office flexibility in the U.S.