Private Markets, Due Diligence - Assistant Vice President

iCapital; Greenwich, New York (CT, NY); Híbrido; USD 135.000 - 165.000; Tempo integral

Resumo da vaga

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.

Qualificações

• 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

Responsabilidades

• 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.

Conhecimentos

Due diligence

Communication

Analytical skills

Independent work

Presentation

Descrição da vaga

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.

iCapital is proud to be an Equal Employment Opportunity and Affor. 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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