Corporate Development and Strategy - Associate

iCapital; New York (NY); Hybrid; USD 120,000 - 135,000; Full time

Benefits offered by this job

Equity for all full-time employees

Employer matched retirement plan

Comprehensive health benefits (medical

Dental, vision, telemedicine

Parental leave

Unlimited PTO

Job summary

iCapital seeks an Associate for its Corporate Development and Strategy team in New York. The role involves evaluating, planning, and executing organic and inorganic strategic initiatives with senior leadership.

You will engage in market assessments, due diligence, and high-priority strategic projects shaping iCapital's long-term growth. The ideal candidate has 2–4 years in corporate development + finance, strong analytical and presenting skills, and proficiency in Excel and PowerPoint.

Qualifications

• 2–4 years of relevant experience in corporate development and strategy, investment banking, private equity, management consulting, corporate finance, or similar
• Experience in fast-paced, performance-driven environments, preferably fintech or financial services
• Strong interest in alternative investments and wealth management and contributing to growth of the company
• Advanced proficiency in Excel and PowerPoint, including financial modeling and executive presentations; experience with AI tools

Responsibilities

• Conduct data-driven analyses to support corporate development and strategy initiatives
• Drive end-to-end M&A and partnership processes, including due diligence workstreams
• Build forecast models with diligence-driven assumptions for valuation analyses
• Perform market research on sub-sectors, trends, TAM, and strategic fit for potential targets
• Prepare executive-ready deliverables including business plans and financial analyses
• Collaborate with stakeholders to develop and execute strategic initiatives

Skills

Analytical thinking

Strong communication

Strategic mindset

Financial literacy

Tools

Microsoft Excel

PowerPoint

AI tools (Co-Pilot, ChatGPT, Claude)

Job description

Corporate Development and Strategy - Associate

New York, New York, United States

About the Role

iCapital is seeking an Associate to join the Corporate Development and Strategy team. The individual will join a highly valued team responsible for evaluating, planning, and executing organic and inorganic strategic initiatives across the company. This role includes working directly with senior leadership and is pivotal to fostering the strategic direction and long-term growth of iCapital. Areas of engagement will include market assessments, strategic planning, M&A evaluation, due diligence, and other high-priority strategic initiatives.

This role requires someone who thrives in environments where intellectual curiosity, resourcefulness, and ownership are essential, with a strong interest in next-generation financial technology trends shaping the future of asset and wealth management. The ideal candidate is an exceptional communicator, operator, and problem solver who can conduct detailed analysis and share findings in well-constructed, focused deliverables including presentation.

Responsibilities

• Conduct thorough, data-driven quantitative and qualitative analysis to support corporate development and strategy initiatives and recommendations.
• Serve as a key team member driving end-to-end M&A and partnership processes, supporting deliverables and managing due diligence workstreams from start to finish, including working across teams to advance processes.
• Build organized, dynamic forecast models leveraging diligence- and research-driven assumptions to support detailed valuation analyses.
• Conduct well-documented sub-sector research including market trends, TAM analysis, growth trajectory, competitive landscape, strategic fit with iCapital, and potential M&A targets.
• Help maintain detailed, well-organized tracking of industry insights, competitive intelligence, and thematic research to inform corporate strategy.
• Facilitate the execution of post-acquisition integration activities across key business functions.
• Prepare and present executive-ready deliverables, including business plans, financial analyses, and industry assessments, with clear, actionable insights.
• Collaborate with internal stakeholders across business lines to develop, recommend and execute strategic initiatives supported by validated business and financial cases.
• Assist with special projects supporting senior management's strategic goals and iCapital's overall business growth.

Qualifications

• 2 - 4 years of relevant experience in corporate development and strategy, investment banking, private equity, management consulting, corporate finance, or a similar strategic or analytical role
• Previous experience in a fast-paced, performance-driven environment, preferably within financial technology, financial services, or a related industry
• Strong intellectual interest in alternative investments and wealth management and a passion for contributing to the growth of an industry-defining company
• Self-starter with a strong work ethic, integrity, and an all-in mentality, consistently going above and beyond expectations
• Energetic, team-oriented, and highly organized, able to manage multiple complex projects and competing priorities simultaneously
• Proven ability to thrive in fast-paced, high-pressure environments while meeting demanding deadlines
• Exceptional ability to articulate opinions, write clear and concise strategic materials, and develop impactful presentations on investment opportunities and business recommendations
• Highly collaborative, with a track record of working effectively across organizational lines and with key stakeholders
• Advanced proficiency in Microsoft Excel and PowerPoint, including expertise in financial modeling, valuation techniques, and building executive-level presentations. Experience utilizing AI-driven applications (i.e. Co-Pilot, ChatGPT, and Claude)
• Experience working with alternative funds and familiar with fund structures, operations, and valuation methodologies is a plus

The base salary range for this role is $120,000 to $135,000. 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.

iCapital is proud to be an Equal Employment Opportunity and Aff…

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.