Greenwich, CT, New York, NY
2 months ago

Job Overview

Job Type
Senior Level | Business Operations
Pay
$160,000 to $220,000

Job description

Location:
Greenwich, CT, New York, NY
Work arrangement:
On-site

Role Summary

iCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equity and/or private real asset investments. Each hire will serve as the primary portfolio manager for a newly launched evergreen, registered fund: one focused on private equity fund investments and co-investments, and one focused on private real assets fund investments and co-investments. These professionals will play integral roles in helping grow iCapital’s evergreen registered fund business.

Responsibilities

  • Perform due diligence on private equity and private real assets co- and fund investment and co-investment opportunities, as applicable to the relevant fund mandate.
  • Manage portfolio construction and liquidity across multiple underlying strategies.
  • Drive overall strategy and play a key role in discussions with existing and potential investors.
  • Monitor portfolio performance and manage external partnerships with underlying general partners.
  • Collaborate with internal teams, including Distribution, Finance, Legal, and Compliance.

Requirements

  • 7-12+ years of relevant experience in private markets investing
  • Experience participating in fundraising discussions with prospective investors
  • Familiar with risk management concepts associated with portfolio construction
  • Experience with private equity or private real assets, depending on the relevant fund mandate
  • Experience with evergreen and registered offerings is a plus
  • Experience in the wealth channel is a plus
  • Strong qualitative and quantitative analytical capabilities
  • Excellent verbal and written communication skills
  • Able to problem-solve and make sound recommendations under pressure
  • Professional and confident demeanor, including comfort interacting with senior industry professionals

Benefits

The base salary range for this role is $160,000 to $220,000. 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.
  • For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. 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.

Role:
Portfolio Manager - Vice President
Job Type:
Senior Level | Business Operations

Company profile

iCapital

icapital.com

iCapital is an end-to-end platform for alternatives, structured investments and annuities, helping financial advisors and wealth managers incorporate alternative strategies at scale and helping asset managers open new lanes of distribution. Through its Marketplace, Enterprise Solutions and Data Intelligence offerings, it streamlines financial operations, enhances technology infrastructure and supports decision-making with reporting and analytics. iCapital was founded in 2013 to make high-quality alternative investments accessible to wealth advisors and their high-net-worth investors, and its global headquarters is at One Grand Central Place.

Founded
2013
Total Raised
$146M
Key Investors
Ping An, Goldman Sachs, AMG, Hamilton Lane, WestCap

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