Location: New York, New York, United States
Artificial Intelligence Engineer - Assistant Vice President
About the Role
iCapital is seeking an Assistant Vice President Artificial Intelligence Engineer to design, develop, and deliver production-grade AI systems that drive measurable business outcomes across the firm. This role is expected to bring sound judgment on technical approach, a bias toward delivery, and able to translate ambiguous business needs into well-scoped, well-executed solutions. The ideal candidate is an experienced, hands-on engineer with a track record of shipping complex AI systems end-to-end and someone who combines deep technical expertise with strong cross-functional partnership, architectural judgment, and able to operate as a force multiplier for the team. This individual will own AI projects and defined workstreams, contribute to system design and technical decisions, partnering directly with business stakeholders, and ensuring that AI capabilities are built to production-grade standards of reliability, scalability, and measurability.
Responsibilities
Design and deliver production AI systems, including document intelligence (IDP), intelligent knowledge systems, agentic orchestration, conversational AI, and generative AI applications, to power internal and external business processes, digital experiences, and workflow automation at scale.
Own AI projects end-to-end, from problem scoping and stakeholder alignment through solution design, implementation, deployment, monitoring, and continuous improvement, delivering tangible business outcomes with a track record of consistent, high-quality delivery.
Contribute to technical design and architectural decisions for the team, including API design, system decomposition, evaluation strategy, and infrastructure patterns, following and contributing to team engineering standards across the AI/ML platform.
Develop and apply robust evaluation frameworks for AI systems, defining statistically sound, problem-specific metrics, curating benchmark datasets, and enforcing strict versioning to ensure reproducibility and continuous improvement.
Partner directly with cross-functional stakeholders, including the Product, Operations, Legal, and Business teams, to identify AI opportunities, translate requirements into technical plans, and communicate tradeoffs, risks, and recommendations clearly.
Support and mentor junior engineers on the team through code review, design review, pair problem-solving, and knowledge sharing, acting as a technical role model and raising the overall capability of the group.
Identify systemic problems and propose solutions, proactively improving team processes, tooling, and infrastructure to reduce technical debt and increase development velocity.
Qualifications
5+ years of experience developing and deploying production AI/ML systems, including cloud-native solutions on AWS or similar platforms, with a proven track record of delivering complex applications from design through production
Strong proficiency in Python and software engineering best practices, including source control, CI/CD, testing, documentation, and the development of scalable, maintainable software
Deep expertise building production AI solutions, including LLM applications, AI agents, retrieval-augmented generation (RAG), conversational AI, document intelligence, and agentic workflows, with hands-on experience using modern AI frameworks and tooling
Experience designing, deploying, and operating end-to-end machine learning pipelines, including model training, deployment, monitoring, evaluation, and continuous improvement in production environments
Strong foundation in statistics, experimentation, data quality, and AI system evaluation, with experience developing benchmarks, defining performance metrics, analyzing errors, and optimizing systems for accuracy, reliability, scalability, cost, and latency
Experience contributing to technical architecture and design discussions, conducting code and design reviews, and mentoring or supporting the growth of other engineers
Excellent written and verbal communication skills, with the ability to document technical solutions, partner effectively with cross-functional stakeholders, and communicate complex concepts to both technical and non-technical audiences
Experience in financial services or FinTech, particularly within document-heavy, regulated, or compliance-sensitive environments is preferred
Contributions to open-source projects, technical publications, conference presentations, patents, or other demonstrated thought leadership in applied AI and machine learning is preferred
Benefits
The base salary range for this role is $120,000 to $170,000. 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.
Location: New York, New York, United States
About the Role
iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with bank issuers and clients.
Responsibilities
Conduct calls to set appointments for licensed sales professionals.
Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products.
Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors.
Make 50+ outbound calls per day.
Learn financial markets and portfolio strategies.
Assist senior sales professionals within assigned territory.
Effectively partner with the external wholesaler and the regional distribution team.
Utilize contact management systems to capture information and schedule follow up activities.
Prepare for and pass necessary licenses.
Qualifications
Bachelor's degree is required
0-2 years of relevant experience
Sales and client service experience, within the financial services industry is a plus
Excellent relationship, follow-up, and communication skills
General knowledge of the financial services industry
Motivated, mature, trustworthy, and a team player
Highly organized and able to prioritize in a fast-paced environment
Knowledge of private markets, structured products, and options is a plus
Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date
Benefits
The base salary range for this role is $60,000 to $65,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes 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 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.
Location: New York, New York, United States
About the Role
iCapital is seeking a motivated Payroll professional to join the growing Corporate Finance team. This role will assist the Global Payroll Team in managing the company’s current in-house and outsourced payrolls, provide payroll insight and services to employees and partners, and help execute related processes and payroll data management. This individual will gain experience for a global payroll career that rewards versatility, and strong detail-orientation. This role also offers the opportunity to collaborate on important projects within Corporate Finance.
Responsibilities
Assist with Global Payroll (US, Canada, UK, Hong Kong, Singapore, Portugal, Switzerland, and Japan).
Reconcile all changes that affect pay which include salary adjustments, location changes, leaves, and returns, bonuses and commissions, deductions, and one-time payments such as referral awards, relocation stipends, and severance payments.
Review and finalize timesheets for a small population of US non-exempt employees.
Manage other pay inputs such as garnishments and deduction corrections as needed.
Manage the day-to-day relationship with payroll service partners, including correspondence, ad-hoc requests, escalation, and troubleshooting.
Assist the Global Payroll team with reconciling and approving payrolls timely and accurately, in partnership with Corporate Finance.
Manage ongoing state employment tax requirements with tax providers and any other global compliance filings and requirements
Assist with global year-end processes to ensure all are accurate and timely.
Coordinate data for audit responses for periodic internal and external payroll audits and compliance reporting, including 401(k) and Workers Compensation.
Be the initial point of contact for all payroll-related issues from employees. Monitor a payroll email inbox, ticketing service and educate employees with clear, helpful responses.
Embrace the opportunity to gain experience with new software and improve key processes.
Qualifications
Bachelor’s degree in finance, accounting, or related field of study
Certified Payroll Certification (CPP) designation is strongly preferred
Dayforce experience is strongly preferred
Experience as a Payroll Specialist or similar role managing multi-state payroll. Global experience a plus
In-depth knowledge of payroll processing, payroll taxes, and compliance requirements
Strong understanding of federal, state, and local payroll regulations and tax laws
Proficiency in using payroll software and related tools; experience with automated payroll systems is highly desirable
Exceptional diligence and accuracy in handling sensitive data
Excellent analytical, problem-solving, and critical-thinking skills
Strong communication skills, both verbal and written, with the ability to effectively communicate complex payroll concepts to employees and stakeholders
Able to maintain confidentiality and manage sensitive information with professionalism and integrity
High level of organizational skills and the ability to prioritize tasks and meet deadlines
Continuous learning mindset and willingness to adapt to evolving payroll practices and technologies
Benefits
The base salary range for this role is $ 90,000 to $ 130,000. 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.
Location: Greenwich, Connecticut, United States
About the Role
iCapital is seeking a dynamic, client-facing Hybrid Sales Associate / Assistant Vice President to join the Alternative Investment Distribution team. This role uniquely blends high-volume inside sales activity with targeted field engagement, combining the efficiency of structured outbound calling with the relationship depth of in-person advisor meetings, regional events, and on-site firm visits. This is an ideal role for a sales professional who has excelled in an inside sales capacity and is ready to add a field dimension to their practice, or for a field wholesaler looking to leverage technology and structured outreach to scale their advisor relationships.
Responsibilities
Execute 50+ outbound calls per day targeting financial advisors not currently active on the iCapital platform, maintaining consistent daily call blocks regardless of field activity.
Work from prioritized prospect lists segmented by AUM, firm type, channel, and alternative investment affinity.
Deliver a compelling, concise platform introduction tailored to each advisor's practice.
Conduct structured discovery calls to build rich advisor profiles including AUM, client demographics, alts experience, product preferences, and compliance constraints.
Execute multi-touch follow-up sequences via phone, email, and digital content to maintain pipeline momentum between field visits.
Conduct regular field visits to advisor offices, branch locations, and home offices within your assigned territory to deepen relationships initiated via phone.
Represent iCapital at regional advisor events, due diligence meetings, fund roadshows, and industry conferences.
Partner with internal product specialists and external fund managers to deliver in-person educational sessions, platform demonstrations, and investment committee presentations.
Identify and cultivate relationships with branch managers, team leads, and center-of-influence advisors to expand platform adoption within key firms.
Maintain a segmented pipeline of advisors at each stage of the funnel, prioritizing field time for highest-potential opportunities.
Flag high-value advisors for escalation to Senior Relationship Managers and coordinate warm handoffs.
Track and report weekly on call activity, field meetings, registration progress, and conversion metrics.
Log all call activity, field meetings, contact details, advisor profiles, and next steps in Salesforce in real time; same day for calls, within 24 hours for field activity.
Maintain complete, accurate CRM records for every advisor in your territory.
Use CRM and sequencing data to identify whitespace within your territory and optimize the balance of inside vs. field time.
Share market intelligence and advisor feedback with the broader Distribution, Product, and Marketing teams.
Qualifications
Bachelor's degree in finance, business, economics, or a related field
3–6+ years of sales experience in financial services, with a combination of inside and/or field sales exposure is strongly preferred
Demonstrated ability to manage both a structured daily call cadence and an active field calendar simultaneously
FINRA Series 7 and Series 63 licenses are required
Strong verbal and written communication skills; polished, professional presence in both phone and in-person settings
Proficiency with Salesforce CRM and outbound sequencing tools (Outreach or equivalent)
Willingness and able to travel within assigned territory (estimated 25–40% travel)
Self-directed with strong organizational skills and the ability to manage competing inside and field priorities
Knowledge of alternative investments
Experience selling into or supporting RIAs and independent broker-dealers networks
Track record of converting phone-initiated relationships into productive in-person sales meetings
Benefits
The base salary range for this role is $90,000 to $125,000. iCapital offers a compensation package which includes salary and equity for all full-time employees. This role will include a commission-based 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.
Location: New York, New York, United States
About the Role
iCapital is seeking an Associate to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role will support the firm's efforts to deliver differentiated market insights while helping advisors and clients navigate an increasingly complex investment landscape through combining investment research expertise with data analytics capabilities. This individual will help to produce market commentary, supporting white papers and outlooks by building analytical models, and leveraging modern tools such as Python, AI-enabled research workflows, and financial datasets to enhance research efficiency and investment intelligence. This role will work at the intersection of macro trends, portfolio strategy, private markets, and innovation within a fast-growing fintech platform.
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.
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
Benefits
The base salary range for this role is $90,000 to $130,000. 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.
Location: Salt Lake City, Utah, United States
About the Role
ICapital is looking for a hands-on Application Security practitioner to join a small, high-impact team building a modern AppSec program. This individual will work directly with the Head of AppSec and senior team members, executing secure design, API security, and developer enablement.
Responsibilities
Support threat modeling and design reviews across a broad and growing service portfolio.
Support shift-left security initiatives, security in CI/CD, developer guidance, and SAST and SCA remediation workflows.
Contribute to API security across the organization, assessing API exposure, validating authentication and authorization patterns.
Write Python automation that scales AppSec capacity: triage tooling, finding pipelines, security context enrichment.
Work directly with developers to remediate SAST and SCA findings, reduce false positive noise, and build security habits across engineering.
Qualifications
Hands-on experience across some secure design and threat modeling, API security, offensive security, or SAST/SCA program work
Real understanding of attack patterns and exploitation techniques
Familiar with OWASP Top 10 in practice
API security experience with REST and GraphQL assessment
Able to build and maintain security automation in Python, tooling that scales AppSec capacity
Understanding of web application and API security
Able to operate with autonomy in an environment still building its processes
Relevant certifications, cloud-native environment experience and exposure to AI/LLM security are a plus
Experience as a developer or engineer and fluency in Ruby, Python, and Scala are a plus
Benefits
The base salary range for this role is $100,000 to $130,000. 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.
Location: Salt Lake City, Utah, United States
About the Role
iCapital is looking to hire a SEC Reporting Specialist to join a fast-paced, rapid-growth environment on the Fund Finance Central Services Audit team. This role is an integral part of our team and is responsible for the oversight of all SEC reporting requirements and financial disclosures. This position will play a pivotal role in maintaining and enhancing our financial reporting controls and will work closely with the Fund Finance team, external senior leadership and other cross-functional stakeholders.
Responsibilities
Lead the preparation and review of all SEC filings, including Forms 10-K, 10-Q, 8-K, and other public disclosures for various clients.
Oversee the preparation and review of consolidated financial statements, footnotes, Management’s Discussion and Analysis, and related supporting schedules.
Partner with external senior leadership and other cross-functional stakeholders to coordinate disclosure input and accuracy.
Administer financial reporting controls and partner with process owners and internal stakeholders to support a strong Sarbanes-Oxley compliance framework.
Partner with external big 4 audit teams to ensure accurate and timely financial reporting, as well as answering open items.
Manage and oversee the client’s consolidation process.
Evaluate and improve internal controls continuously to ensure the highest level of financial integrity and transparency.
Qualifications
Bachelor’s degree in accounting, finance, or related field is required; CPA or MBA is preferred
5+ years of experience in SEC reporting, financial reporting, or a related field
Strong knowledge of US GAAP, SEC regulations, and Sarbanes-Oxley compliance
Experience with public disclosures and financial consolidations
Proven ability to work with cross-functional teams and senior leadership
Strong written and verbal communication skills
Detail-oriented with strong organizational and project management skills
Able to work in a fast-paced environment and meet tight deadlines
Proficiency in Microsoft Office Suite and advanced Excel skills
Experience with big 4 audit firms or DFIN ActiveDisclosure is a plus
Benefits
The base salary range for this role is $85,000 to $110,000. 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.
Location: Greenwich, Connecticut, United States; Stamford, Connecticut, United States
About the Role
iCapital is seeking an experienced cybersecurity risk professional to serve as Assistant Vice President, Third-Party Risk & Client Assurance Manager. This individual will lead a team of approximately five professionals across two complementary cybersecurity risk functions: Third-Party Risk Management (TPRM) and Client Assurance.
The ideal candidate will be a hands-on leader who can effectively manage, mentor, and develop team members while also possessing the technical knowledge and practical experience necessary to perform the work of either function, when needed. This role requires strong cybersecurity risk assessment skills, excellent written and verbal communication, sound judgment, and the ability to manage competing priorities and relationships with internal stakeholders, third-party vendors, clients and prospective clients.
This individual will be responsible for supporting organization's clients and prospective clients by providing timely, accurate, and consistent responses to cybersecurity due diligence and assurance requests while also ensuring that third-party (vendor) cybersecurity risks are appropriately identified, assessed, documented, and escalated.
Responsibilities
Lead, manage, and mentor a team of approximately five professionals supporting Third-Party Risk and Client Assurance activities.
Provide day-to-day directions, coaching, technical guidance, and professional development to team members.
Establish clear expectations, priorities, and accountability across both functions.
Review team deliverables to ensure assessments and client responses are accurate, complete, consistent, and appropriately supported.
Serve as an escalation point for complex cybersecurity risk assessments, client inquiries, vendor issues, and competing business priorities.
Maintain the ability to work directly on assessments and client assurance requests when workload, complexity, or business needs require additional support.
Identify opportunities to improve team processes, documentation, quality, efficiency, and scalability.
Develop and monitor appropriate metrics and reporting to communicate workload, performance, risk trends, and program effectiveness to management.
Qualifications
10 years of relevant professional experience, with significant experience in cybersecurity, information security risk management, technology risk, third-party risk management, client assurance, or related disciplines
Demonstrated experience completing or reviewing cybersecurity due diligence questionnaires and responding to client or customer security inquiries
Demonstrated experience performing cybersecurity risk assessments of third-party vendors
Prior experience leading, mentoring, or managing cybersecurity, risk, or assurance professionals
Able to manage multiple concurrent assessments, client requests, deadlines, and priorities in a fast-paced environment
Ability to operate effectively, including independently managing responsibilities, exercising sound judgment, influencing stakeholders, and escalating material issues appropriately
Strong working knowledge of cybersecurity controls and concepts, including identity and access management, vulnerability and patch management, security monitoring and incident response, data protection and encryption, network and infrastructure security, cloud security, secure software development, business continuity and disaster recovery, and security governance and risk management
Experience reviewing cybersecurity assurance documentation such as SOC 1/SOC 2 reports, ISO 27001 certifications, penetration testing reports, security policies, and related control evidence
Strong analytical skills and the ability to distinguish meaningful cybersecurity risks from lower-impact observations
Excellent written communication skills, including the ability to translate complex technical concepts into clear, concise language appropriate for clients, vendors, business stakeholders, and senior management
Strong interpersonal skills and the ability to work effectively with both technical and non-technical stakeholders
Bachelor's degree in cybersecurity, information technology, computer science, risk management, or related discipline, or equivalent professional experience is preferred and master’s degree in the same is a plus
Relevant professional certifications such as CISSP, CISM, CRISC, CISA, or equivalent is a plus
Experience within financial services or another highly regulated industry is a plus
Experience with third-party risk management, GRC, questionnaire automation, or client assurance platforms is a plus
Experience developing metrics, reporting, procedures, and governance processes for cybersecurity risk or assurance programs is a plus
Benefits
The base salary range for this role is
$100,000 to $140,000.
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.
Location: New York, New York, United States
About the Role
iCapital is looking for a Investor Onboarding and Regulatory Review VP to join its Regulatory and Compliance team to review investor subscription materials submitted in relation to investments in private and registered funds. The candidate will be responsible for ensuring completeness and compliance of investor subscription materials with the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Exchange Act of 1934, and FINRA Rules.
Responsibilities
Lead the Subscription Document Review team.
Manage client engagements and relationships.
Review, track, and maintain investor subscription materials, including subscription booklets, indexes, and related documentation.
Create and maintain client and investor reporting tracking investor subscriptions, deadlines, and transaction-related data.
Maintain and update rules of engagement for fund sponsors and law firm fund formation departments.
Communicate with investment relation teams on ongoing fundraises and investor issues.
Provide deficiency comments for investor subscription materials.
Qualifications
8-15+ years of alternatives experience, preferably with private funds and registered investment advisor experience.
Experience in fund structuring and formation, reviewing governing documents for alternative and registered funds.
Experience reviewing governing documents for investors, e.g., limited liability company agreements and trust agreements.
Knowledge of the Investment Company Act of 1940 and Securities Act of 1933.
AML/KYC knowledge of regulatory requirements for private fund investors is a plus but not required.
Excellent verbal communication skills and strong ability for personal interaction.
Professionalism both client-facing and internally.
Thrives in a fast-paced environment with a continuous learning mindset.
Self-motivated with robust project management and process development skills
JD a plus, but not required
Benefits
The base salary range for this role is $155,000 to $185,000. 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.
Location: Greenwich, Connecticut, United States
About the Role
iCapital is looking for an Investor Onboarding and Regulatory Review VP to join its Regulatory and Compliance team to review investor subscription materials submitted in relation to investments in private and registered funds. The candidate will be responsible for ensuring completeness and compliance of investor subscription materials with the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Exchange Act of 1934, and FINRA Rules.
Responsibilities
Lead the Subscription Document Review team.
Manage client engagements and relationships.
Review, track, and maintain investor subscription materials, including subscription booklets, indexes, and related documentation.
Create and maintain client and investor reporting tracking investor subscriptions, deadlines, and transaction-related data.
Maintain and update rules of engagement for fund sponsors and law firm fund formation departments.
Communicate with investment relation teams on ongoing fundraises and investor issues.
Provide deficiency comments for investor subscription materials.
Qualifications
8-15+ years of alternatives experience, preferably with private funds and registered investment advisor experience.
Experience in fund structuring and formation, reviewing governing documents for alternative and registered funds.
Experience reviewing governing documents for investors, e.g., limited liability company agreements and trust agreements.
Knowledge of the Investment Company Act of 1940 and Securities Act of 1933.
AML/KYC knowledge of regulatory requirements for private fund investors is a plus but not required.
Excellent verbal communication skills and strong ability for personal interaction.
Professionalism both client-facing and internally.
Thrives in a fast-paced environment with a continuous learning mindset.
Self-motivated with robust project management and process development skills
JD a plus, but not required
Benefits
The base salary range for this role is $155,000 to $185,000. 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.
Location: Salt Lake City, Utah, United States
About the Role
iCapital is looking for an Investor Onboarding and Regulatory Review VP to join its Regulatory and Compliance team to review investor subscription materials submitted in relation to investments in private and registered funds. The candidate will be responsible for ensuring completeness and compliance of investor subscription materials with the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Exchange Act of 1934, and FINRA Rules.
Responsibilities
Lead the Subscription Document Review team.
Manage client engagements and relationships.
Review, track, and maintain investor subscription materials, including subscription booklets, indexes, and related documentation.
Create and maintain client and investor reporting tracking investor subscriptions, deadlines, and transaction-related data.
Maintain and update rules of engagement for fund sponsors and law firm fund formation departments.
Communicate with investment relation teams on ongoing fundraises and investor issues.
Provide deficiency comments for investor subscription materials.
Qualifications
8-15+ years of alternatives experience, preferably with private funds and registered investment advisor experience.
Experience in fund structuring and formation, reviewing governing documents for alternative and registered funds.
Experience reviewing governing documents for investors, e.g., limited liability company agreements and trust agreements.
Knowledge of the Investment Company Act of 1940 and Securities Act of 1933.
AML/KYC knowledge of regulatory requirements for private fund investors is a plus but not required.
Excellent verbal communication skills and strong ability for personal interaction.
Professionalism both client-facing and internally.
Thrives in a fast-paced environment with a continuous learning mindset.
Self-motivated with robust project management and process development skills
JD a plus, but not required
Benefits
The base salary range for this role is $125,000 to $155,000. 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.
Location: Salt Lake City, Utah, United States
About the Role
iCapital is seeking an Analyst or Associate responsible for supporting the Product Managers with all aspects of the successful operations of the funds in the Independent Advisor Solutions Business (IAS). The IAS business line is a rapidly growing platform of registered evergreen funds.
Responsibilities
Support the management and maintenance of product-related data, reporting, and marketing content across multiple investment products and distribution channels.
Partner with Product Managers and cross-functional teams to develop and implement workflow optimization tools and AI-driven capabilities.
Identify opportunities to improve operational efficiency through automation, artificial intelligence, and technology-enabled solutions.
Conduct market, industry, and competitor research to support product strategy, positioning, and business development initiatives.
Develop dashboards, analyses, and reporting solutions that provide actionable insights for product, investment, and sales teams.
Support ongoing product monitoring and operational activities, including portfolio reporting, regulatory and tax-related oversight, and investor activity tracking.
Coordinate with external partners, service providers, and sub-advisers to facilitate information sharing and marketing initiatives.
Assist with due diligence requests, RFPs, questionnaires, and onboarding documentation for platforms and distribution partners.
Contribute to ad hoc analyses, strategic projects, and special initiatives as business needs evolve.
Document key meetings, track action items, and support follow-up activities to ensure timely execution of projects and initiatives.
Qualifications
1-5 years of relevant experience in financial services (i.e. private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
Demonstrates a high degree of accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
Exhibits a positive, growth-oriented mindset and takes on new challenges and responsibilities, consistently contributing beyond core responsibilities
Benefits
Analyst
The compensation range for this role at the Analyst level is $60,000 to $70,000 annually. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law.
Associate
The base salary range for this role at the Associate level is $75,000 to $90,000 annually. This position is salaried and classified as exempt.
Both Levels
iCapital offers a compensation package that includes 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 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.
Location: New York, New York, United States
About the Role
iCapital is seeking a Vice President to join its Implementation team as a senior team lead. The Implementation team sits within the Product organization and is responsible for managing platform integrations for both new and existing enterprise clients as well as managing the ongoing platform experience for existing clients in close partnership with Product Managers and Enterprise Relationship Managers.
Responsibilities
Drive successful end-to-end integrations for new and existing iCapital clients including wealth managers and asset managers as well as third party data integrations with fund administrators and transfer agents.
Provide program and project management expertise including framing the project, establishing detailed project plans, managing risk and driving accountability across internal and external stakeholders.
Retain in depth understanding of the iCapital platform in order to lead or facilitate client discovery, requirements gathering, operating model and business process design, platform set-up, testing, and rollout.
Manage the overall platform experience for existing clients including maximizing their consumption of the platform.
Build a strong understanding of a client’s business and how that translates to the iCapital platform.
Provide Product Managers and other internal stakeholders with client context to assess change management activities including new product enhancements.
Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions and roll out new features.
Partner closely with the Product Management, Relationship Management, Sales, Operations, Client Success, and external technology teams to deliver for clients.
Qualifications
10+ years of experience in project management, client software implementations, relationship management within financial services or fintech
Knowledge of wealth management, alternative investments, and private bank business and processes
Proven track record of leading cross-functional project teams from inception to execution
Familiar with software-based financial solutions (transaction systems, online forms, trading software)
Excellent writing skills and able to produce detailed project documentation, business requirements documentation and specifications to drive successful development
Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders
History of teamwork, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
Experience managing data integrations is a plus
Benefits
The base salary range for this role is $145,000 to $185,000. 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.
Location: Stamford, Connecticut, United States
About the Role
iCapital is seeking an Associate Python Developer to join the growing Core Operations Technology team. This individual will have foundational experience in Python programming and a passion for building scalable, high-performance applications. This roles collaborates with senior developers and cross-functional teams to design, develop, test, and maintain software solutions.
Responsibilities
Develop, test, and maintain Python-based applications and scripts.
Write clean, efficient, and well-documented code following best practices.
Debug and resolve issues in existing code.
Collaborate with team members on code reviews, design discussions, and agile development processes.
Participate in the development of REST APIs, web services, and data processing pipelines.
Assist in writing unit tests and automated test cases to ensure quality and performance.
Support the integration of third-party libraries and APIs.
Maintain version control using Git and follow CI/CD practices.
Work with Lambda functions for serverless computing tasks.
Manage and interact with AWS S3 buckets for file storage and retrieval.
Stay updated with emerging technologies and contribute ideas for improvements.
Qualifications
Bachelor's degree in computer science, software engineering, or a related field or equivalent relevant experience
1-2 years of Python development experience, including Python, web scraping tools (Playwright, Selenium), REST APIs, JSON, and Git
Working knowledge of SQL and databases (PostgreSQL, MySQL), Linux and Unix environments, and web frameworks such as Flask or Django
Experience with AWS services, including Lambda, S3, and serverless application development; familiar with Azure or GCP is a plus
Exposure to testing frameworks such as pytest and unittest, Docker, front-end technologies (HTML, CSS, JavaScript), and Agile methodologies
Strong analytical, problem-solving, communication, and collaboration skills, with attention to detail and a commitment to quality
Benefits
The base salary range for this role is $85,000 to $110,000. 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.
Location: Salt Lake City, Utah, United States
About the Role
iCapital is looking for an Assistant Vice President to join its Fund Finance Private Equity team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members, vendors, management, and clients on a variety of accounting and reporting processes. This role will report to the Vice President, Fund Finance Private Equity.
Responsibilities
Work with third-party administrators to ensure all quarterly valuations are completed in a timely manner, general ledger entries are accurate, and investments are valued in accordance with fair value market principles.
Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary.
Review investor allocations to confirm profits, losses, and fees are calculated in accordance with the partnership operating agreements. Approve investor capital account statements on a quarterly basis.
Review and approve quarterly management fee and trailer calculations.
Determine review of third-party administrator’s preparation and coordination of investor capital calls and distributions, in coordination with the third-party administrator, including investor allocation calculations and call and distribution notices.
Reconcile accounting data between iCapital and third-party administrator, using automated tools and applications. Coordinate with internal and/or external parties to resolve discrepancies.
Liaise with underlying fund managers when required.
Handle ad hoc requests.
Monitor fund’s compliance with the partnership operating agreement terms.
Review of the preparation of annual fund financial statements in accordance with US GAAP.
Qualifications
Bachelor’s degree in accounting or finance
6-10+ years of financial services or Asset Management accounting and operations experience. Alternative Investments Fund Administration and Operations is a plus
Advanced degree and/or credentials, or progress towards, such as MBA, CPA, CFA, or CAIA Designation is a plus
Passion for the application of innovative technology
Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
Strong verbal, written, and interpersonal communication skills
High level of integrity
Willingness to learn new topics and work in an evolving business environment
Organized and detail oriented with big picture capability
Benefits
The base salary range for this role is $85,000 to $110,000. 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.
Location: New York, New York, United States
About the Role
iCapital is looking for a Regulatory Reporting Associate to join the Regulatory and Compliance team. This individual will work closely with the Vice President of Regulatory Reporting and the Co-Chief Compliance Officers on a variety of compliance matters, most specifically those pertaining to regulatory reporting.
Responsibilities
· Liaise with relevant business teams to collect and aggregate data and prepare for submission various U.S. and international regulatory filings including, Form ADV, Form PF, BE-185, Form SLT, Form 45-106F1, and Regulation D and blue-sky filings.
· Develop, update, and implement procedures, as needed, to ensure robust processes for regulatory filings.
· Monitor and analyze industry-wide compliance initiatives and federal, state, and non-U.S. regulatory developments to determine how such developments may impact iCapital’s activities and reporting requirements, as well as discuss such changes with senior management.
· Inform senior management of any material regulatory or operational changes.
· Collaborate with internal and external stakeholders to improve data quality, processes, operational readiness, scalability, and efficiency.
· Assist with ad-hoc compliance-related matters.
Qualifications
· 2-5 years of registered investment adviser experience, preferably in preparing regulatory filings
· Experience with alternative investments and understanding of compliance restrictions around private placements, including SEC filings for private funds
· Comfortable leading discussions and initiatives with senior internal and external stakeholders
· Able to manage multiple deadlines and projects
· Organized and detailed oriented with big picture capability
· Strong interpersonal and leadership skills
· Willingness to learn new topics and work in an evolving business environment
· Proficiency in Microsoft Excel and Microsoft Word and an aptitude to quickly pick up additional technologies
Benefits
The base salary range for this role is $ 70,000 to $ 95,000. 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.
Location: New York, New York, United States
About the Role
iCapital is looking to hire an Annuities Sales Analyst to join the Annuities team. This role will support the Annuities team assisting with the management, development, and maintenance of the Annuities platform for clients. iCapital Solutions develops and manages the technology platform experience for many of iCapital’s largest clients throughout the United States. This individual will be responsible for supporting senior members of the team in maintaining the daily operations of the Annuities platform and in developing and executing the company’s strategy.
Responsibilities
Serve as a main contact point for annuity clients, managing relationships and ensuring their needs are met.
Support the development of new and existing relationships with distribution partners to advance the product category for the company.
Lead and conduct training for internal and external partners, ensuring they are well-versed in the platform's features and capabilities.
Support the development and execution of the company’s overarching strategy aimed at supporting the Annuities business line.
Assist in the creation, maintenance, and distribution of data to carrier and distributor partners, ensuring accuracy and timeliness of all information.
Manage clients’ expectations by troubleshooting and resolving any issues related to the platform.
Take ownership of projects, providing strong analytical support to teammates and ensuring successful execution of tasks.
Aggregate, maintain, and analyze large data sets to drive informed decision-making.
Develop presentations with significant data and analysis for internal and external meetings and projects.
Work alongside the sales and finance team to develop meaningful measurements of success for the Annuities platform.
Partner with the Compliance team to ensure all regulatory requirements are met as we onboard new clients.
Drive process improvements, in part by leveraging teams, technology, and automating data-related workflows.
Collaborate with the Engineering team to ensure the platform operates efficiently and meets the needs of clients.
Qualifications
Bachelor’s degree in a related field
1+ year(s) of relevant experience in trading, business development, or relationship management in the financial market industry or internship within a relevant field
Strong analytical and problem-solving skills and a high level of attention to detail
Strong written and verbal communication skills
Able to successfully operate in a fast-paced environment
Strong communication skills are essential, as the success of this position requires continual interaction with internal teams as well as clients
Strategic mindset and able to work independently
Demonstrated client service skills with stakeholders and clients
Excellent organizational skills
Desire to work in a cross-functional and collaborative environment
Proficient in Excel and PowerPoint
Series 7, 63 certifications are preferred; or attained within 120 days of hire
Knowledge of financial products, and annuities, is preferred
Motivated, detail-oriented, and able to independently solve problems
Proactive team player with a positive attitude, willingness to roll up one’s sleeves and get the job done, and a desire to work in a fast-moving entrepreneurial environment
Microsoft office skills are required (Word, Excel, PowerPoint)
Benefits
The base salary range for this role is $70,000 to $80,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes 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 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.
Location: New York, New York, United States
About the Role
iCapital is seeking an Assistant Vice President to join the Asset Manager Solutions International team, to contribute to the development and execution of iCapital’s global strategy. This individual will support the Asset Manager Solutions team in building and managing relationships with leading alternative asset managers. The role focuses on supporting the onboarding, structuring, and distribution of private market funds on the iCapital platform, working closely with senior coverage professionals and cross‑functional internal teams.
Responsibilities
Work with senior relationship managers in covering and servicing private equity, private credit, and alternative asset managers with global capital raising strategies.
Assist with the structuring and launch of investment products for distribution through iCapital’s platform, including evergreen funds and feeder vehicles.
Coordinate closely with internal teams including Legal, Compliance, Product, Operations, and Platform to execute fund onboarding and launches for global distributors.
Prepare presentations and client meeting materials, internal memos, and meeting notes.
Organize and lead calls with key global clients and internal and external stakeholders.
Manage execution timelines, deliverables, and internal approval processes.
Conduct market research and competitive analysis on private markets products and trends.
Support business acquisition and ongoing client relationship management and respond to fund‑ and product‑related inquiries.
Qualifications
5-7 years of relevant experience in asset management, fund formation, consulting, or financial services
Bachelor’s degree is required; advanced degree or professional qualifications is a plus
Strong interest in international activities, alternative investments and private markets
Understanding of fund structures and investment vehicles is preferred
Strong analytical, organizational, and problem‑solving skills
Excellent written and verbal communication skills
Able to work collaboratively across teams and manage multiple priorities
Detail‑oriented with a strong execution mindset
Comfortable interacting with senior internal and external stakeholders
Team‑oriented and adaptable in a dynamic environment
Work experience outside the US is a plus
Benefits
The base salary range for this role is $110,000 to $130,000. 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.
New York, New York, United States
New York, New York, United States; Reconcile all changes that affect pay which include salary adjustments, location changes, leaves, and returns, bonuses and commissions, deductions, and one-time payments such as referral awards, relocation stipends, and severance payments
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