VP, Product Strategy - Evergreen Funds

iCapital; New York (NY); On-site; USD 200,000 - 260,000; Full time

Job summary

iCapital is seeking a Vice President Product Manager to join its Independent Advisor Solutions team. You will own all aspects of the evergreen registered fund operations and drive growth, collaborating with a Portfolio Manager to shape and manage a portfolio of direct co-investments, funds, and strategic partnerships.

You will lead marketing and investor communications, coordinate cross-functionally across Legal, Fund Administration, Investor Relations, and Distribution, and ensure timely

Qualifications

• Proven ability to build strong, trusted relationships with internal teams and external clients.
• Experience with 1940 Act funds and private markets is a plus.
• Bachelor’s degree is required; CFA, CAIA, or MBA is a plus.

Responsibilities

• Own all aspects of fund operations and business growth, excluding investment decisions and external marketing.
• Oversee marketing initiatives for the fund, including creating and maintaining fundraising presentations, portfolio review materials, quarterly investor call content, and other marketing collateral.
• Partner closely with the Portfolio Manager on the 'business of the fund,' managing distributions, liquidity, and communications with current and prospective investors.
• Build and maintain strategic relationships with leading distribution platforms in the wealth management channel.
• Coordinate cross-functionally with the Legal, Accounting, Fund Administration, Operations, Investor Relations, Compliance, and Distribution teams to ensure seamless execution across all aspects of the fund.
• Oversee recurring reporting for investors and the Board, ensuring accuracy, timeliness, and clarity.

Skills

Relationship building

Communication skills

Project management

Time management

Financial services experience

Fund operations knowledge

Education

Bachelor’s degree

CFA/CAIA/MBA

Job description

iCapital is seeking a Vice President Product Manager to join its Independent Advisor Solutions team. You will own all aspects of the evergreen registered fund operations and drive growth, collaborating with a Portfolio Manager to shape and manage a portfolio of direct co-investments, funds, and strategic partnerships.

You will lead marketing and investor communications, coordinate cross-functionally across Legal, Fund Administration, Investor Relations, and Distribution, and ensure timely