Investment Strategy Analyst: AI-Driven Markets & Private Assets

Icapitalnetwork; New York (NY); Hybrid; USD 90,000 - 130,000; Full time

Benefits offered by this job

Equity for all full-time employees

Comprehensive benefits package (health

Unlimited PTO

Job summary

iCapital is seeking an Associate for the Investment Strategy team to conduct macro, sector, and cross-asset research across global markets, including private markets and innovative technologies. The role blends investment research with data analytics, building models, and generating market insights for internal and client-facing audiences.

The position emphasizes Python use, AI-enabled workflows, and collaboration with senior leadership to deliver executive-ready insights under tight timelines.

Qualifications

• 2-4 years of experience in investment banking, private markets, alternatives, asset management, investment research, or investment strategy.
• Demonstrated research experience across public or private markets, with a strong interest in alternative investments and portfolio construction.
• Strong understanding of private markets, including private equity, private credit, real estate, infrastructure, and hedge fund strategies.
• Experience with data analytics, quantitative research, and financial modeling.
• Working knowledge of Python and its application to financial analysis, data visualization, automation, and investment research.
• Familiar with AI-powered research tools, machine learning concepts, or modern analytical workflows is preferred.
• Knowledge of PitchBook, Preqin, Macrobond, FactSet, Bloomberg or similar market and alternative investment data platforms is preferred.
• Able to work under tight deadlines, manage multiple priorities, and maintain exceptional attention to detail.
• Strong written and verbal communication skills, with the ability to translate complex investment and data-driven insights for a variety of audiences.
• Comfortable crafting executive-level presentations and client-facing materials.
• Passion for global markets, private markets, innovation, and emerging technologies.
• Strong quantitative, analytical, and problem-solving capabilities.

Responsibilities

• Conduct macroeconomic, sector, thematic, and cross-asset research across public and private markets, including equities, fixed income, currencies, commodities, private equity, private credit, real estate, infrastructure, and hedge fund strategies.
• Track policy developments, capital flows, fundraising activity, valuations, and secular themes such as artificial intelligence, energy transition, demographic shifts, and deglobalization to identify investment opportunities and market signals.
• Research, draft, and support the production of market commentary, quarterly outlooks, thematic reports, white papers, executive presentations, advisor education materials, and thought leadership content for internal and client-facing audiences.
• Build and maintain financial models, quantitative analyses, and investment dashboards utilizing Excel, Bloomberg, Python, and other analytical tools.
• Leverage data analytics, AI-enabled research tools, alternative data sources, and large market datasets to generate investment insights, improve research processes, and support strategic decision-making.
• Partner with investment teams and senior leadership to frame research questions, synthesize complex information, and deliver executive-ready insights under tight timelines.
• Assist in establishing scalable and repeatable research processes while maintaining a comprehensive knowledge base of market, thematic, and private markets intelligence.

Skills

Investment research

Python

Data analytics

Financial modeling

Executive presentations

Communication skills

Quantitative analysis

Problem solving

Tools

Bloomberg

PitchBook

Preqin

Macrobond

FactSet

Job description

iCapital is seeking an Associate for the Investment Strategy team to conduct macro, sector, and cross-asset research across global markets, including private markets and innovative technologies. The role blends investment research with data analytics, building models, and generating market insights for internal and client-facing audiences.

The position emphasizes Python use, AI-enabled workflows, and collaboration with senior leadership to deliver executive-ready insights under tight timelines.