Вакансии

Location: Toronto, Ontario, Canada 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 vendors 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 0-2 years of relevant experience Sales and client service experience, within 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 iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. 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 a Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in expanding the team's private markets coverage and supporting the growing demand for private market insights across advisors, clients, and internal stakeholders. Working alongside other investment strategists and private markets specialists, this role will help strengthen the team's collective research capabilities and thought leadership efforts as iCapital's private markets platform and client engagement activities continue to scale. This person will complement key macro and public market research output, while aiding iCapital’s total portfolio approach. The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams. This individual will serve as a strategic partner to iCapital's Alternative Distribution team, helping advisors better understand private market opportunities, market developments, portfolio applications, and evolving client needs. As advisor demand for education, portfolio guidance, and differentiated insights continues to grow, this role will help bridge investment research and commercial engagement efforts across the firm. Responsibilities Conduct in-depth research and analysis across private equity, venture, private credit, infrastructure, real estate, secondaries, and other alternative investment strategies. Develop differentiated viewpoints on private markets, including market trends, portfolio construction considerations and evolving investor adoption patterns. Translate market research, investment data, and industry developments into actionable insights, advisor education materials, presentations, white papers, market commentaries, and client-facing content. Partner closely with other members of the Investment Strategy team to enhance private markets coverage within broader asset allocation, market outlook, and thought leadership initiatives. Collaborate with the Alternative Distribution team to support advisor engagement, strategic client conversations, educational events, and business development opportunities. Serve as a subject matter expert during client meetings, advisor education sessions, conferences, webinars, and internal training programs. Monitor industry trends, fund flows, regulatory developments, and competitive dynamics impacting private markets and alternative investments. Leverage internal and external data sources to identify emerging themes and develop insights that inform investment narratives and client messaging. Utilize analytical tools, technology, and AI-enabled research methodologies to improve research efficiency, uncover investment insights, and support scalable content creation. Partner with Product, Research, Due Diligence, Distribution, and Client Solutions teams to ensure investment views and messaging remain aligned and relevant to evolving client needs. Contribute to the development of repeatable research frameworks, knowledge resources, and scalable content supporting iCapital's expanding private markets platform. Qualifications 8+ years of experience in private markets, alternative investments, asset management, investment strategy, investment research, or related investment functions Deep expertise across private market asset classes, including private equity, private credit, infrastructure, real estate, and related alternative investment strategies Strong analytical and quantitative capabilities with the ability to synthesize complex datasets into clear investment insights Experience working with investment data platforms and technology-enabled research tools; familiarity with AI-driven research and analytics applications is highly desirable Demonstrated ability to develop independent, differentiated investment viewpoints supported by rigorous analysis Proven experience translating investment research into compelling client-facing content, presentations, thought leadership, and advisor education materials Strong collaboration skills and a track record of working effectively across investment, product, distribution, research, and client-facing teams Excellent written, verbal, and presentation skills with the ability to communicate complex investment topics to sophisticated audiences Experience engaging directly with financial advisors, wealth management firms, institutional investors, or distribution teams is preferred Proficiency with Excel and familiar with Bloomberg, PitchBook, Preqin, FactSet, or similar investment research platforms Able to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail Benefits The base salary range for this role is $160,000 to $200,000. 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 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. Qualifications 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.

Location: New York, New York, United States About the Role 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. Qualifications 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.

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: Greenwich, Connecticut, United States About the Role The market for alternative investments is undergoing a significant transformation, and iCapital is at the forefront, building the technology and service models that connect General Partners (GPs) with the high-net-worth market. We are launching a new, dedicated line of business to provide a comprehensive, end-to-end solution for a sophisticated and rapidly growing fund structure: the '34 Act Registered Fund. iCapital is seeking a dynamic and experienced Product Manager to serve as the central point of ownership for these funds. This is a critical, high-visibility role that will act as the primary point of contact for all operational aspects of a GP's '34 Act fund(s). This individual will partner closely with the GP's dedicated Relationship Manager to ensure a seamless client experience, with the RM managing the overall firm relationship and you owning the product-specific lifecycle. Responsibilities Co-manage the fund launch project plan for new clients in close partnership with the Fund Origination team, ensuring all milestones across structuring, documentation, operational readiness, and launch are met on time. Serve as the primary point of contact for all operational, administrative, and technical aspects of the GP's '34 Act fund(s). Work in tandem with the GP's Relationship Manager to provide coordinated and comprehensive service experience. Act as the primary liaison between the GP and all internal iCapital teams, including Fund Finance, Investor Relations, Legal, Compliance, Tax, and Technology, to manage ongoing fund operations. Act as a key coordinator between the GP client and their distribution partners (wealth management firms) which includes working with the Investor Relations team and iCapital Wealth Management RM covering the distributor to ensure operational readiness, resolve inquiries, and facilitate a smooth flow of information on behalf of the GP. Coordinate the internal review of all fund documents (PPM, LPA, Form 10) to ensure operational feasibility. Oversee the configuration of the fund on the iCapital platform, including share classes, fee structures, and reporting requirements. Lead the User Acceptance Testing (UAT) process with internal teams to validate all platform workflows before launch. Provide clients with valuable market intelligence on '34 Act fund trends and structural best practices. Maintain a risk and issue log for each fund launch and contribute to the ongoing improvement of our operational playbooks. Qualifications 5 - 9+ years of experience in product management, project management, or a client-facing fund operations role within the financial services industry. Deep understanding of alternative investment products and fund structures is required. Direct experience with registered funds (e.g., interval funds, tender offer funds, BDCs) or private funds with complex operational requirements is highly preferred Familiar with software and technology platforms used across the alternative investments, wealth management, and fund services landscape Able to develop an intimate understanding of the iCapital system and its relation to the broader ecosystem of administrators, custodians, and transfer agents Familiar with the Investment Company Act of 1940 and the Securities Exchange Act of 1934, including an understanding of periodic SEC filings (10-K, 10-Q, 8-K), is a significant plus Proven ability to manage sophisticated institutional client relationships, with exceptional communication, presentation, and negotiation skills Track record of successfully managing complex, multi-stakeholder projects from inception to completion. Detail-oriented, highly organized, and adept at managing competing priorities Team player with a demonstrated ability to navigate a complex ecosystem and work effectively across different internal functional teams and external client relationships (GP, Distribution Partner) to achieve a common goal Direct experience in an investor services or investor relations role at a General Partner (GP) or alternative investment fund Benefits The base salary range for this role is $120,000 to $180,000. 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 The market for alternative investments is undergoing a significant transformation, and iCapital is at the forefront, building the technology and service models that connect General Partners (GPs) with the high-net-worth market. We are launching a new, dedicated line of business to provide a comprehensive, end-to-end solution for a sophisticated and rapidly growing fund structure: the '34 Act Registered Fund. iCapital is seeking a dynamic and experienced Product Manager to serve as the central point of ownership for these funds. This is a critical, high-visibility role that will act as the primary point of contact for all operational aspects of a GP's '34 Act fund(s). This individual will partner closely with the GP's dedicated Relationship Manager to ensure a seamless client experience, with the RM managing the overall firm relationship and you owning the product-specific lifecycle. Responsibilities Co-manage the fund launch project plan for new clients in close partnership with the Fund Origination team, ensuring all milestones across structuring, documentation, operational readiness, and launch are met on time. Serve as the primary point of contact for all operational, administrative, and technical aspects of the GP's '34 Act fund(s). Work in tandem with the GP's Relationship Manager to provide coordinated and comprehensive service experience. Act as the primary liaison between the GP and all internal iCapital teams, including Fund Finance, Investor Relations, Legal, Compliance, Tax, and Technology, to manage ongoing fund operations. Act as a key coordinator between the GP client and their distribution partners (wealth management firms) which includes working with the Investor Relations team and iCapital Wealth Management RM covering the distributor to ensure operational readiness, resolve inquiries, and facilitate a smooth flow of information on behalf of the GP. Coordinate the internal review of all fund documents (PPM, LPA, Form 10) to ensure operational feasibility. Oversee the configuration of the fund on the iCapital platform, including share classes, fee structures, and reporting requirements. Lead the User Acceptance Testing (UAT) process with internal teams to validate all platform workflows before launch. Provide clients with valuable market intelligence on '34 Act fund trends and structural best practices. Maintain a risk and issue log for each fund launch and contribute to the ongoing improvement of our operational playbooks. Qualifications 5 - 9+ years of experience in product management, project management, or a client-facing fund operations role within the financial services industry. Deep understanding of alternative investment products and fund structures is required. Direct experience with registered funds (e.g., interval funds, tender offer funds, BDCs) or private funds with complex operational requirements is highly preferred Familiar with software and technology platforms used across the alternative investments, wealth management, and fund services landscape Able to develop an intimate understanding of the iCapital system and its relation to the broader ecosystem of administrators, custodians, and transfer agents Familiar with the Investment Company Act of 1940 and the Securities Exchange Act of 1934, including an understanding of periodic SEC filings (10-K, 10-Q, 8-K), is a significant plus Proven ability to manage sophisticated institutional client relationships, with exceptional communication, presentation, and negotiation skills Track record of successfully managing complex, multi-stakeholder projects from inception to completion. Detail-oriented, highly organized, and adept at managing competing priorities Team player with a demonstrated ability to navigate a complex ecosystem and work effectively across different internal functional teams and external client relationships (GP, Distribution Partner) to achieve a common goal Direct experience in an investor services or investor relations role at a General Partner (GP) or alternative investment fund Benefits The base salary range for this role is $120,000 to $180,000. 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 Software Developer in Test to join the Quality Assurance team. The ideal candidate brings practical knowledge of agile development methodologies and engineering best practices. As a Software Developer in Test (SDET), this role will work closely with the Development and Testing team. This individual will serve as a hands-on test engineer with managerial experience, capable of understanding, enhancing, and implementing existing automation test frameworks. This role will also collaborate closely with other engineers and product managers to support feature‑based testing. Responsibilities Build and implement robust automated test suites. Integrate automated test suites with current build and deployment processes. Maintain automated tests to reflect updates in system design and architecture. Implement the automation framework with existing tools (JIRA). Create, Manage, and Utilize Defect workflows with automated test execution. Design and publish meaningful metrics to support automation test creation and Perform all types of testing such as functional, API, automation, performance and load. Qualifications 8+ years of experience with QA engineering delivery experience 4+ years of delivery within Agile SDLC teams ideally with CICD Programming experience in Java with focus on behavior driven development (BDD) and test-driven development (TDD) and design patterns, ideally within continuous integration (CICD) Experience with Java microservices and REST APIs and exposure to React front end Knowledge of Java, JavaScript, and SQL Proficient in CI/CD technologies such as Maven, Sonar, Git, TeamCity/Jenkins, and Docker AI Integration experience is preferred Exposure to banking or finance environments is preferred Prior experience testing ETL processes is preferred Hands-on experience with testing tools including JUnit, RestAssured, Playwright, Protractor, and JMeter Benefits The base salary range for this role is $120,000 to $160,000. 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 a detail-oriented and technically capable Analyst or Associate to join Strategic Transformation team. This individual will own root-cause investigations of production data issues, contribute to ETL pipeline development, and act as the primary liaison between Fund Finance operations and engineering. This role will help define requirements, drive data quality initiatives, and build the tooling and dashboards that give stakeholders real-time visibility into exceptions and resolution status. The Strategic Transformation Data team is an embedded data function within Fund Finance at iCapital. This team partners directly with Fund Operations, Technology, and Product teams to resolve data quality issues, build ETL pipelines, and deliver automation tooling that enables the business to scale. The team sits at the intersection of data engineering, business analysis, and operational transformation. Responsibilities Perform root-cause analysis of production data issues using SQL, working cross-functionally with engineering and operations teams to drive resolution. Support and contribute to ETL pipeline development, collaborating closely with Product managers and engineers throughout the development lifecycle. Serve as the primary liaison between fund administrators, business groups, and technology teams to manage and resolve data exceptions and discrepancies. Develop exception management tooling to strengthen data quality controls and produce metrics and dashboards that help stakeholders prioritize issue resolution. Define clear business and technical requirement documents for engineering teams addressing new features or existing issues. Build an in-depth understanding of end-to-end organizational data flows and their downstream impact on Fund Finance business processes. Write test cases and perform UAT to ensure issues are identified and addressed before production deployment. Identify and contribute to automation initiatives that reduce manual intervention in recurring data workflows, including reconciliation, ingestion monitoring, and exception handling. Formalize operational knowledge into structured documentation, enabling the team to scale independently of individual expertise. Own the end-to-end delivery of data initiatives supporting Fund Finance, Transactional Operations, and Investor Relations workflows, partnering with Product Managers and internal stakeholders to define scope, gather business requirements, translate needs into technical solutions, and drive implementation for both existing workflows and new product features Serve as a subject matter expert on data workflows and platform functionality, independently advising internal teams on data dependencies, product functionality, and operational impacts Qualifications 2+ years of experience in a business analyst, data support, or application support role within financial services Bachelor’s degree or higher in computer science, business analytics, business administration, finance, or a related field Proficiency in SQL for data analysis, investigation, and root-cause diagnostics Strong relationship management skills with the ability to build partnerships and work effectively across internal teams, fund administrators, vendors, and other external stakeholders Proven ability to balance multiple projects, priorities, and stakeholder conversations across different teams and business functions Proven ability to perform structured root-cause analysis and coordinate with engineers through investigation and resolution Strong analytical and problem-solving skills, with the ability to translate complex data issues into clear business language Excellent communication and stakeholder management skills and comfortable working across technical and non-technical audiences Experience with private equity, hedge fund, or alternative investment operations and data Familiar with ETL pipeline concepts, data ingestion patterns, or workflow automation Experience writing Jira tickets or structured requirement documents for engineering teams Exposure to AI-assisted tooling or automation frameworks and Python are a plus Benefits The base salary range for this role is $70,000 to $85,000.  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 Corporate Governance Attorney to join the Legal team. The ideal candidate will support and enhance iCapital's Global Corporate Governance program and provide legal guidance on a broad range of corporate governance matters affecting domestic and international subsidiaries. This individual will work closely with senior members of the Legal team to ensure compliance with applicable corporate laws, governance requirements, and regulatory obligations while supporting strategic corporate initiatives. Responsibilities Draft, review, and maintain corporate governance documentation, including board and shareholder resolutions, meeting minutes, consents, governing documents, certificates, and other corporate records. Advise on corporate governance matters impacting U.S. and non-U.S. entities, including applicable legal and regulatory requirements. Prepare and maintain powers of attorney, incumbency certificates, officer appointments, and related corporate documentation. Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records. Assist in the development, implementation, and enhancement of corporate governance policies and procedures in response to evolving regulatory requirements. Support entity formations, dissolutions, restructurings, mergers, and other corporate transactions while maintaining related records within the entity management system. Provide legal support for subsidiary governance matters and corporate entity compliance, including KYC requests, regulatory inquiries, requests for information, and audits. Lead the legal preparation, coordination, and execution of board and committee meetings, including agendas, materials, minutes, resolutions, and action item tracking. Respond to requests for corporate governance information and documentation from auditors, regulators, business partners, and internal stakeholders. Collaborate with colleagues across Legal, Compliance, Finance, Tax, and other business functions on governance-related initiatives and special projects. Support other legal matters and strategic projects as assigned. Qualifications Juris Doctor (JD) degree is required Admission to practice law in at least one U.S. jurisdiction is preferred 3-7 years of corporate governance, corporate law, entity management, or related legal experience, preferably within a law firm or in-house legal department Experience supporting multinational corporate structures and subsidiary governance programs Strong understanding of corporate governance principles and entity lifecycle management Excellent drafting, analytical, and problem-solving skills Able to manage multiple priorities in a fast-paced and evolving business environment Highly organized and detail-oriented with strong judgment and communication skills Proficiency in Microsoft Office applications, including Word and Excel Benefits The base salary range for this role is $150,000 to $175,000.  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 Corporate Governance Assistant Vice President or Vice President to join the Legal team. The ideal candidate will support and enhance iCapital's Global Corporate Governance program through the administration of corporate governance processes, entity management, and compliance-related activities across domestic and international subsidiaries. This role will work closely with members of the Legal, Compliance, and business teams to ensure accurate governance records, regulatory compliance, and effective corporate secretarial practices. Responsibilities Prepare, maintain, and organize corporate governance records, including meeting minutes, resolutions, consents, governing documents, certificates, and other corporate records. Manage powers of attorney, incumbency certificates, officer listings, and other corporate secretarial documentation. Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records. Support the maintenance and enhancement of governance policies, procedures, and controls to address changing regulatory and business requirements. Assist with entity formations, entity maintenance activities, and updates to the company's entity management system. Support corporate entity compliance activities, including KYC requests, regulatory filings, audit requests, and requests for information. Coordinate the preparation and execution of board and committee meetings, including agendas, meeting materials, minutes, and action item tracking. Partner with the Legal, Compliance, Finance, Tax teams, and other business stakeholders to ensure governance obligations are completed accurately and on time. Assist with responses to requests from auditors, regulators, and other internal and external stakeholders. Participate in governance-related projects, process improvements, and other departmental initiatives. Support additional Legal and Compliance functions as needed. Qualifications 3-7 years of experience in corporate governance, corporate compliance, entity management, corporate secretarial, legal operations, paralegal, or related functions Experience within a financial services firm, law firm, corporate legal department, compliance department, or corporate secretarial function preferred JD, paralegal certification, or corporate governance certification is a plus Familiar with corporate entity management, governance recordkeeping, and regulatory compliance processes Strong organizational, problem-solving, and communication skills. Able to manage competing priorities and work effectively in a dynamic environment. Detail-oriented with strong follow-through and a continuous improvement mindset. Proficiency in Microsoft Office applications, including Word and Excel. Benefits The base salary range for this role is $110,000 to $175,000. 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 seeking a Corporate Governance Assistant Vice President or Vice President to join the Legal team. The ideal candidate will support and enhance iCapital's Global Corporate Governance program through the administration of corporate governance processes, entity management, and compliance-related activities across domestic and international subsidiaries. This role will work closely with members of the Legal, Compliance, and business teams to ensure accurate governance records, regulatory compliance, and effective corporate secretarial practices. Responsibilities Prepare, maintain, and organize corporate governance records, including meeting minutes, resolutions, consents, governing documents, certificates, and other corporate records. Manage powers of attorney, incumbency certificates, officer listings, and other corporate secretarial documentation. Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records. Support the maintenance and enhancement of governance policies, procedures, and controls to address changing regulatory and business requirements. Assist with entity formations, entity maintenance activities, and updates to the company's entity management system. Support corporate entity compliance activities, including KYC requests, regulatory filings, audit requests, and requests for information. Coordinate the preparation and execution of board and committee meetings, including agendas, meeting materials, minutes, and action item tracking. Partner with the Legal, Compliance, Finance, Tax teams, and other business stakeholders to ensure governance obligations are completed accurately and on time. Assist with responses to requests from auditors, regulators, and other internal and external stakeholders. Participate in governance-related projects, process improvements, and other departmental initiatives. Support additional Legal and Compliance functions as needed. Qualifications 3-7 years of experience in corporate governance, corporate compliance, entity management, corporate secretarial, legal operations, paralegal, or related functions Experience within a financial services firm, law firm, corporate legal department, compliance department, or corporate secretarial function preferred JD, paralegal certification, or corporate governance certification is a plus Familiar with corporate entity management, governance recordkeeping, and regulatory compliance processes Strong organizational, problem-solving, and communication skills. Able to manage competing priorities and work effectively in a dynamic environment. Detail-oriented with strong follow-through and a continuous improvement mindset. Proficiency in Microsoft Office applications, including Word and Excel. Benefits The base salary range for this role is $110,000 to $175,000. 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 seeking a Corporate Governance Attorney to join the Legal team. The ideal candidate will support and enhance iCapital's Global Corporate Governance program and provide legal guidance on a broad range of corporate governance matters affecting domestic and international subsidiaries. This individual will work closely with senior members of the Legal team to ensure compliance with applicable corporate laws, governance requirements, and regulatory obligations while supporting strategic corporate initiatives. Responsibilities Draft, review, and maintain corporate governance documentation, including board and shareholder resolutions, meeting minutes, consents, governing documents, certificates, and other corporate records. Advise on corporate governance matters impacting U.S. and non-U.S. entities, including applicable legal and regulatory requirements. Prepare and maintain powers of attorney, incumbency certificates, officer appointments, and related corporate documentation. Coordinate with registered agents and external service providers to obtain good standing certificates, certified filings, and other corporate records. Assist in the development, implementation, and enhancement of corporate governance policies and procedures in response to evolving regulatory requirements. Support entity formations, dissolutions, restructurings, mergers, and other corporate transactions while maintaining related records within the entity management system. Provide legal support for subsidiary governance matters and corporate entity compliance, including KYC requests, regulatory inquiries, requests for information, and audits. Lead the legal preparation, coordination, and execution of board and committee meetings, including agendas, materials, minutes, resolutions, and action item tracking. Respond to requests for corporate governance information and documentation from auditors, regulators, business partners, and internal stakeholders. Collaborate with colleagues across Legal, Compliance, Finance, Tax, and other business functions on governance-related initiatives and special projects. Support other legal matters and strategic projects as assigned. Qualifications Juris Doctor (JD) degree is required Admission to practice law in at least one U.S. jurisdiction is preferred 3-7 years of corporate governance, corporate law, entity management, or related legal experience, preferably within a law firm or in-house legal department Experience supporting multinational corporate structures and subsidiary governance programs Strong understanding of corporate governance principles and entity lifecycle management Excellent drafting, analytical, and problem-solving skills Able to manage multiple priorities in a fast-paced and evolving business environment Highly organized and detail-oriented with strong judgment and communication skills Proficiency in Microsoft Office applications, including Word and Excel Benefits The base salary range for this role is $150,000 to $175,000.  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 to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams. The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales.  This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams. Responsibilities Lead research engagement for new and existing mandates to deliver industry leading due diligence experience to iCapital white label research teams. Cultivate strong and trust-based relationships with Research teams at all levels of leadership, analysts, and operational due diligence. Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy placement and industry trends. Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience. Own product and platform rollouts coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity. Create and maintain active SWOT documentation for each key client and establish routines to support each relationship. Develop key client collateral, independent of or in partnership with iCapital’s Marketing team to support our field-based sales efforts. Document all client focused activities via CRM (Salesforce). Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone, and electronic contact with key decision-makers and points of influence at firms to increase our influence at various firm levels. Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention. Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms. Qualifications 10+ years of experience placing complex products with Independent firms Bachelor’s degree is required Working knowledge of independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes Able to influence and persuade others, bridge differences, and build consensus towards a common goal or objective is critical Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners Marketing and analytical skills are required to implement research coverage and top-down strategic plan to execute overall business plan Strong sales skills, with history in a consultative sales process Able to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiatives Excellent verbal and written communication and strong presentation skills Series 7 and 63 licenses are required Willingness to travel up to 50% of the time for key client support and business development activities Benefits The base salary range for this role is $160,000 to $190,000. 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 a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business and implement iCapital’s alternative investment product placement and management along with focused distribution efforts, across strategically important independent broker dealer relationships. This will include carrying out the National Accounts strategy, developing client business plans, monitoring success of client business plan, across home office, field sales force, value-add programs, and implementing top-down sales initiatives in collaboration with internal iCapital partners and home office leadership and sales teams. The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm level marketing initiatives, and service level requests to drive sales.  This position will report to the Head of Alternatives Distribution National Accounts and will work closely with our field-based regional sales teams. Responsibilities Lead research engagement for new and existing mandates to deliver industry leading due diligence experience to iCapital white label research teams. Cultivate strong and trust-based relationships with Research teams at all levels of leadership, analysts, and operational due diligence. Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy placement and industry trends. Become a trusted partner to key clients and work with iCapital Enterprise level relationship managers to deliver a unified best-in-class client and advisor experience. Own product and platform rollouts coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity. Create and maintain active SWOT documentation for each key client and establish routines to support each relationship. Develop key client collateral, independent of or in partnership with iCapital’s Marketing team to support our field-based sales efforts. Document all client focused activities via CRM (Salesforce). Build and strengthen relationships through contact frequency including comprehensive face-to-face, phone, and electronic contact with key decision-makers and points of influence at firms to increase our influence at various firm levels. Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention. Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms. Qualifications 10+ years of experience placing complex products with Independent firms Bachelor’s degree is required Working knowledge of independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes Able to influence and persuade others, bridge differences, and build consensus towards a common goal or objective is critical Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners Marketing and analytical skills are required to implement research coverage and top-down strategic plan to execute overall business plan Strong sales skills, with history in a consultative sales process Able to multi-task and maintain a positive attitude and high-performance level with demanding and time sensitive initiatives Excellent verbal and written communication and strong presentation skills Series 7 and 63 licenses are required Willingness to travel up to 50% of the time for key client support and business development activities Benefits The base salary range for this role is $160,000 to $190,000. 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; New York, New York, United States iCapital is seeking a Senior Vice President, Head of Managed Accounts and Model Portfolio Delivery to lead the packaging, development, and commercialization of the firm’s model portfolio and separately managed account (SMA) capabilities. This individual will be responsible for defining and scaling the operational infrastructure to support inclusion of alternative investments via model portfolio and managed account solutions across wealth management channels. This is a senior leadership role requiring deep expertise across portfolio implementation, advisory platform capabilities, product development, defining technology requirements, regulatory frameworks, and partnerships with third-party service providers (custodians, UMA vendors, etc.). The role will operate at the intersection of product, investment solutions, distribution, and technology, partnering closely with internal teams and external clients to deliver innovative, scalable portfolio solutions and drive revenue growth. Responsibilities Define and execute the firm’s Managed Accounts and Model Portfolio Delivery strategy, aligning with iCapital’s broader product and platform roadmap. Establish iCapital as a market leader in next-generation portfolio construction frameworks, including public-private allocation models. Lead the evolution of model portfolios, UMA programs, SMA offerings and other managed account solutions, including the integration of alternative investments and private markets. Lead go-to-market strategy for model and SMA solutions across distribution channels. Partner with Sales, Relationship Management, and Platform teams to drive adoption and revenue growth. Identify and develop strategic partnerships with wealth platforms, asset managers, and technology providers. Oversee the design, development, and lifecycle management of managed account solutions. Partner with iCapital’s Research, Technology and Platform teams to develop framework to make models and managed accounts available in various structures, including hosting on third-party platforms and portfolio management systems. Drive innovation in portfolio implementation, rebalancing, reporting, and analytics. Partner with iCapital’s operations team to define the operational framework needed to support managed account solutions. Collaborate with internal stakeholders to ensure solutions meet client needs across RIAs, broker-dealers, wirehouses, and private banks. Guide the structuring of models and managed account solutions, ensuring regulatory alignment and scalability. Partner with legal and compliance teams to ensure all offerings meet regulatory and governance requirements, engagements, including platform integrations, RFPs, and strategic initiatives. Serve as a senior thought leader externally, representing iCapital with wealth managers, asset managers, and industry partners. Demonstrate a deep understanding of financial advisors, client portfolios, and portfolio construction workflows. Gather market feedback to continuously refine product offerings and positioning. Qualifications 15+ years of experience in asset management, wealth management, or financial technology, with a focus on model portfolios, SMAs, or portfolio construction Proven experience building and scaling investment advisory programs, model portfolios, or managed account solutions Strong knowledge of the Investment Company Act of 1940, including registered product structures and compliance considerations Extensive experience with SMA program structuring, UMA platforms, and advisory platform implementation Experience owning or managing alternative investment products or private markets strategies Strong track record of leading go-to-market initiatives and driving revenue growth Deep understanding of portfolio construction and asset allocation, portfolio implementation and trading workflows, model management and customization, performance reporting and analytics Able to operate at a senior level across product, strategy, sales, and technology teams Exceptional communication and executive presence, with the ability to engage internal stakeholders and external clients Benefits The base salary range for this role is $210,000 to $260,000.  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 Site Reliability Engineer to join the Site Reliability Engineering team, which plays a critical role in ensuring the platform delivers consistent, reliable service to clients. The services run on Kubernetes in AWS, and this role is focused on maintaining the health, stability, and performance of production environments. This position is ideal for a hands-on engineer who thrives in diagnosing complex production issues where the root cause is not immediately apparent. This role transforms insights gained from production incidents into stronger reliability standards, safer deployment practices, more effective alerting, and automation that helps prevent recurring issues. While metrics, logs, and traces are leveraged daily, the core focus is identifying, resolving, and learning from the issues they reveal. Responsibilities Act as a senior escalation point for complex production issues in Kubernetes-based services, leading hands-on investigation across application, container, Kubernetes, and AWS layers through to root cause. Partner with the teams that own our cluster infrastructure to resolve platform-level issues, and feed what you learn back into reliability standards and improvements. Define and implement reliability and operability standards for Kubernetes-based services, including resource sizing, health checks, scaling patterns, rollout safety, and baseline monitoring, as part of service onboarding. Serve as the incident commander or senior technical lead for high-severity incidents, lead postmortems, and drive systemic improvements through action items and measurable follow-through. Turn recurring investigations into runbooks, diagnostic tooling, and automated remediation that shorten time to resolution and eliminate toil. Coach engineers in systematic troubleshooting and Kubernetes best practices through reviews, game days, and knowledge sharing. Define, implement, and iterate service level objectives (SLOs) and service level indicators (SLIs) that reflect customer and business expectations. Standardize monitoring and alerting through “monitors as code” (Terraform preferred), including quality gates such as severity, ownership, and runbook links. Operate and tune OpenTelemetry pipelines, including sanitizing data, managing cardinality, and enriching telemetry with consistent fields. Maintain the infrastructure behind our monitoring stack, including Helm charts, ArgoCD ApplicationSets, Kinesis streams, Lambda functions, and Prometheus. Participate in on-call rotations with a focus on improving reliability, reducing alert noise, and increasing signal quality over time. Qualifications 5+ years in SRE or related roles, with evidence of technical seniority across multiple services and teams 3+ years of hands-on experience running and troubleshooting production workloads on Kubernetes, with a deep understanding of how Kubernetes schedules, connects, scales, and rolls out workloads Proven ability to independently diagnose complex failures in distributed systems running on Kubernetes, spanning application, configuration, resource, networking, and scaling issues, including cases where the root cause wasn't obvious Strong Linux and networking fundamentals, with the ability to troubleshoot below the container layer Strong production experience with AWS, including how cloud networking and access controls affect workloads running in Kubernetes Strong incident response skills, including leading retrospectives and postmortems and following through on systemic fixes Strong IaC skills (Terraform preferred), with examples of reusable modules, monitors-as-code patterns, or similar standardization work, and the coding ability to build automation and diagnostic tooling Track record of defining SLOs/SLIs and using an observability stack (i.e. Prometheus and Grafana, New Relic, Splunk, or similar) to drive decisions and find root causes quickly Clear written and verbal communication skills with the ability to influence engineering teams through standards, tooling, and practical guidance Kubernetes certification (CKA or CKS) or equivalent depth Experience improving rollout safety and autoscaling behavior for Kubernetes workloads Familiar with common data stores (Postgres, MongoDB, DynamoDB) and how they fail in distributed systems OpenTelemetry instrumentation experience at scale is preferred Benefits The base salary range for this role is $130,000 to $160,000 depending on level.  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: Colorado Springs, Colorado, United States About the Role iCapital is seeking a Product Specialist to join the Solutions team. This role is responsible for managing and strengthening relationships with asset managers and financial institutions while supporting both alternative investment education, portfolio construction and identity-based compliance solutions on the iCapital platform. The Product Specialist serves as a trusted client partner throughout the relationship lifecycle, guiding onboarding, driving platform adoption, and maintaining ongoing engagement across education and compliance capabilities. This role requires a proactive, client centric mindset, with a focus on platform enablement, regulatory awareness, and long-term relationship growth in a dynamic, highly regulated environment. Responsibilities Day-to-day management of existing asset manager client relationships. Guide clients through the onboarding lifecycle, ensuring a seamless transition from initial engagement through full solution adoption, while maintaining ongoing touchpoints to review new features, provide visibility into additional iCapital solutions and drive continued client engagement. Provide ongoing training to existing clients, including refresher sessions that reinforce effective platform usage, and deliver platform demonstrations. Support account renewals and upsell initiatives by managing administrative workflows that drive client retention and expansion. Negotiate renewals as needed for the solution. Develop a general understanding of the regulatory considerations relevant to client workflows and how iCapital solutions support those requirements. Maintain Salesforce data and reporting to support team performance tracking and visibility. Work on special projects as requested. Qualifications 2-5 years in client-facing roles such as a client success manager, account manager, customer success manager, business development or sales, preferably in a SaaS, Financial Services or fintech environment Exceptional verbal and written communication skills and able to clearly explain technical concepts to clients Excellent organizational skills with the ability to manage multiple accounts through various solutions, prioritize tasks, and work on several projects simultaneously in a fast-paced environment Experience with Salesforce Benefits The base salary range for this role is $70,000 to $85,000.  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.