Strategic Growth & M&A 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

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.