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Location: New York, New York, United States Business Analyst, Data - Associate / Assistant Vice President Department: Data Solutions Location(s): Greenwich, CT or New York, NY About the Role iCapital is seeking an Associate or Assistant Vice President Business Analyst to join its growing Data Solutions team. This individual will support the development of the firm's Data Solutions strategy by analyzing data assets, evaluating potential solutions, and supporting strategic data initiatives across the firm. This role will work across Business, Product, Technology, and Data teams and provide analytical support for our data initiatives, including writing product descriptions and managing the software development lifecycle. The ideal candidate has a background in cross-functional project management, including incorporating feedback from multiple stakeholder teams and keeping initiatives on schedule. Responsibilities Analyze proprietary and third-party datasets to assess coverage, quality, availability, usage rights, and potential commercial applications. Support the inventory and assessment of data assets across iCapital and identify opportunities to create new client solutions. Research prospective data providers, technology companies, strategic partners, and distribution channels. Gather and document business, data, and reporting requirements in partnership with Product, Data, Technology, Operations, and business teams. Analyze client needs, workflows, use cases, and feedback to support solution prioritization and development. Build and maintain reporting that tracks Data Solutions initiatives, product opportunities, partnerships, and commercial performance. Write and maintain clear, accurate, and client-ready Product Descriptions for Data Solutions offerings, including coverage, methodology, use cases, and key differentiators. Gather, consolidate, and incorporate feedback on Product Descriptions from Product, Data, Technology, Legal, Compliance, Sales, and other cross-functional teams, and resolve conflicting input. Manage project timelines, milestones, and dependencies across the software development lifecycle, tracking progress and escalating risks and delays to senior management. Coordinate review cycles and approvals with cross-functional stakeholders to ensure deliverables are completed on schedule. Qualifications 2-5 years of experience in financial services, financial data, fintech, private markets, consulting, investment banking, strategy, or a related field Bachelor's degree in finance, economics, business, data analytics, computer science, or related discipline Significant experience with SQL, Python, Tableau, Power BI, or similar analytical tools is preferred Interest in private markets, alternative investments, financial data, and wealth technology Excellent attention to detail, organization, and written and verbal communication skills Excellent writing skills, with experience producing product documentation or descriptions and incorporating stakeholder feedback Demonstrated project management experience, including managing timelines, dependencies, and deliverables across cross-functional teams Benefits The base salary range for this role is $100,000 to $120,000 at Associate and $120,000 to $150,000 at AVP.  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 X: @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 Solutions Manager, Data - Assistant Vice President / Vice President Department: Data Solutions Location(s): Greenwich, CT or New York, NY About the Role iCapital is seeking an Assistant Vice President or Vice President Solutions Manager, Data to help develop and scale the firm's growing Data Solutions team. This individual will shape new data-driven solutions, translate client and market needs into clear business requirements, and partner across the organization to bring new capabilities from concept through launch. Operating at the intersection of clients, data, technology, and commercial strategy, the successful candidate will combine knowledge of financial data and private markets with the ability to define solutions, establish priorities, coordinate execution, and drive initiatives through the full development lifecycle. Responsibilities Own new Data Solutions initiatives from concept through commercialization, including opportunity assessment, requirements, development, testing, launch, monitoring, controls and enhancement. Translate client needs and market opportunities into clear business requirements, use cases, features, and priorities. Develop and maintain roadmaps for assigned capabilities, balancing client needs, commercial potential, strategic priorities, and implementation requirements. Partner with Technology, Data, Operations, Distribution, Legal, and Compliance to define requirements, priorities, delivery timelines, and launch readiness. Engage clients and internal stakeholders to understand workflows, pain points, data requirements, and emerging needs. Develop prototypes and concepts to validate new capabilities before broader development and commercialization. Evaluate proprietary and third-party data assets and identify opportunities to create differentiated solutions. Develop business cases covering target clients, market opportunity, competitive positioning, pricing, delivery requirements, and economics. Support commercialization, including positioning, pricing, client materials, implementation planning, and go-to-market readiness. Qualifications 7+ years of experience in financial services, financial data, fintech, wealth technology, private markets, or in a related field Bachelor's degree is required; MBA or relevant graduate degree is a plus Experience developing and launching data, technology, analytics, or financial services solutions Significant experience with SQL, Python, Tableau, Power BI, or similar analytical tools is preferred Demonstrated ability to translate client and business needs into requirements and work with technical teams through development and delivery Strong understanding of financial data, alternative investments, private markets, structured investments, reporting, analytics, or data management Experience establishing priorities and managing roadmaps across multiple stakeholders and competing requirements Excellent analytical, project management, and communication skills, with the ability to work across technical, business, and client teams Entrepreneurial mindset and able to drive new initiatives in an evolving business Benefits The base salary range for this role is $120,000 to $150,000 at AVP level and $150,000 to $180,000 at VP 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 X: @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.

Responsibilities: — Build and lead the procurement department, establish processes, hire and develop the team. — Develop multi-year sourcing plans and align purchasing milestones with development, design, construction, commissioning, and turnover. — Procure long-lead electrical and mechanical equipment (generators, switchgear, transformers, UPS, chillers, AHUs, busway) and coordinate technical reviews and delivery sequencing. — Lead contractor selection and negotiate major commercial agreements and delivery models (lump-sum, GMP, cost-plus, design-build). — Manage commercial issues through closeout, including change orders, claims, cost/schedule impacts, and dispute resolution. — Set procurement controls, monitor supplier performance, analyze spend and execution risks, and present business cases to leadership. Requirements: — Bachelor’s degree (supply chain, engineering, business, finance, analytics) or equivalent experience; typically 10+ years in procurement or 8+ with a relevant master’s degree. — Hands-on experience in planning, sourcing, logistics, and fulfillment for complex equipment or capital projects (data centers, electrical/heavy equipment, aerospace, automotive). — Working knowledge of electrical specifications (voltage, amperage, power ratings, capacity) and ability to evaluate technical proposals with Engineering. — Proven ownership of multi-year category strategies, complex negotiations, and completed agreements. — Construction procurement and contract administration experience with GCs, CM, designers, engineers, and trades. — At least three years of leadership experience; ability to deliver under tight deadlines and supply constraints and to travel as required. Nice to have: — Data center equipment category management or program delivery experience, including AI infrastructure and cooling systems. — Experience launching a procurement function, negotiating master agreements, and resolving disputes with Legal. — Experience applying AI, automation, or analytics to procurement and supply chain workflows. Benefits: — $275,000 - $325,000 a year Candidates must be willing to relocate to Texas or Georgia if required.

Location: Greenwich, Connecticut, United States About the Role iCapital is seeking a Registered Funds Compliance Assistant Vice President to support the compliance program for its registered fund platform. The role will focus on marketing review, regulatory oversight, compliance testing, and advising business partners on matters arising under the Investment Company Act of 1940 and Investment Advisers Act of 1940. The ideal candidate has hands-on registered fund compliance experience and can independently manage key responsibilities while partnering effectively with Legal, Marketing, Fund Management, Investments, Finance, and Product. Responsibilities Support the administration and enhancement of compliance programs for registered investment companies, including interval and closed-end funds. Review registered fund filings, marketing materials, and client communications. Perform compliance monitoring and testing under Sec. 206(4)-7 and applicable requirements under the Advisers Act and Investment Company Act. Monitor compliance matters involving valuation, liquidity, affiliated transactions, custody, allocations, fees and expenses, and conflicts of interest. Assist with regulatory risk assessments and updates to compliance policies and procedures. Prepare compliance reporting, testing results, regulatory updates, and other materials for fund boards and CCOs. Assist with oversight of sub-advisers, administrators, custodians, transfer agents, distributors, and other key fund service providers. Support SEC examinations and regulatory inquiries, including document production and preparation of responses. Monitor regulatory developments and help implement associated policies, controls, testing, and business guidance. Qualifications Bachelor's degree is required; JD, MBA, or other advanced degree is a plus 5–8 years of relevant compliance, legal, regulatory, audit, or registered fund experience Strong knowledge of the Investment Company Act of 1940 and Rule 38a-1 Familiar with the Investment Advisers Act and adviser compliance requirements Experience with registered closed-end funds, interval funds, alternative investments, or private-market strategies is preferred Experience with compliance testing, fund board reporting, SEC examinations, and/or service-provider oversight is preferred Strong analytical, organizational, written, and verbal communication skills Able to independently manage compliance responsibilities, exercise sound judgment, and escalate significant issues appropriately Able to translate complex regulatory requirements into practical business guidance and effective compliance controls Benefits The base salary range for this role is $110,000 to $145,000.  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 X: @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: Salt Lake City, Utah, United States About the Role iCapital is seeking an ERISA Compliance Assistant Vice President to support its compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) requirements. This role will support ERISA-related regulatory obligations affecting iCapital's registered investment advisers, collective investment trusts, retirement-focused investment products, and retirement-plan clients. The ideal candidate has hands-on ERISA or retirement compliance experience and can independently manage defined compliance workstreams while partnering effectively with Legal, Product, Fund Finance, Investment Management, Distribution, and senior Compliance personnel. Responsibilities Support the development, maintenance, and enhancement of ERISA compliance policies, procedures, controls, and monitoring programs in coordination with senior Compliance personnel and the Registered Funds CCO. Provide practical guidance regarding ERISA fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions. Support the firm’s ongoing compliance with the QPAM Exemption and related prohibited transaction exemption requirements. Administer QPAM monitoring and testing, including annual and periodic certifications. Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, guarantees, and integrity standards. Maintain documentation evidencing compliance with QPAM conditions and regulatory requirements. Assess ERISA implications of investment products, distribution activities, service arrangements, transactions, and operational processes. Execute risk-based compliance reviews, monitoring, testing, certifications, and issue-management processes relating to ERISA and retirement-plan activities. Monitor developments from the Department of Labor, IRS, SEC, and other regulatory authorities and help implement required policy, control, and business changes. Qualifications Bachelor's degree is required; J.D., MBA, or other advanced degree is a plus 5–8+ years of relevant experience in investment adviser, asset management, retirement, ERISA, legal, regulatory, or compliance functions Strong working knowledge of ERISA fiduciary standards, plan-asset rules, prohibited transaction requirements, and Department of Labor regulations Experience with QPAM compliance, prohibited transaction exemptions, or retirement-focused investment products is preferred Familiar with collective investment trusts, private funds, alternative investments, or institutional asset management is preferred Experience executing compliance monitoring, testing, certifications, issue management, or regulatory examination support Strong analytical, organizational, written, and verbal communication skills Able to independently manage assigned responsibilities, exercise sound judgment, and escalate significant issues appropriately Able to translate complex regulatory requirements into practical business guidance and effective compliance controls Benefits The base salary range for this role is $90,000 to $115,000.  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 X: @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 an ERISA Compliance Assistant Vice President to support its compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) requirements. This role will support ERISA-related regulatory obligations affecting iCapital's registered investment advisers, collective investment trusts, retirement-focused investment products, and retirement-plan clients. The ideal candidate has hands-on ERISA or retirement compliance experience and can independently manage defined compliance workstreams while partnering effectively with Legal, Product, Fund Finance, Investment Management, Distribution, and senior Compliance personnel. Responsibilities Support the development, maintenance, and enhancement of ERISA compliance policies, procedures, controls, and monitoring programs in coordination with senior Compliance personnel and the Registered Funds CCO. Provide practical guidance regarding ERISA fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions. Support the firm’s ongoing compliance with the QPAM Exemption and related prohibited transaction exemption requirements. Administer QPAM monitoring and testing, including annual and periodic certifications. Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, guarantees, and integrity standards. Maintain documentation evidencing compliance with QPAM conditions and regulatory requirements. Assess ERISA implications of investment products, distribution activities, service arrangements, transactions, and operational processes. Execute risk-based compliance reviews, monitoring, testing, certifications, and issue-management processes relating to ERISA and retirement-plan activities. Monitor developments from the Department of Labor, IRS, SEC, and other regulatory authorities and help implement required policy, control, and business changes. Qualifications Bachelor's degree is required; J.D., MBA, or other advanced degree is a plus 5–8+ years of relevant experience in investment adviser, asset management, retirement, ERISA, legal, regulatory, or compliance functions Strong working knowledge of ERISA fiduciary standards, plan-asset rules, prohibited transaction requirements, and Department of Labor regulations Experience with QPAM compliance, prohibited transaction exemptions, or retirement-focused investment products is preferred Familiar with collective investment trusts, private funds, alternative investments, or institutional asset management is preferred Experience executing compliance monitoring, testing, certifications, issue management, or regulatory examination support Strong analytical, organizational, written, and verbal communication skills Able to independently manage assigned responsibilities, exercise sound judgment, and escalate significant issues appropriately Able to translate complex regulatory requirements into practical business guidance and effective compliance controls Benefits The base salary range for this role is $110,000 to $145,000.  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 X: @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 ERISA Compliance Assistant Vice President to support its compliance program relating to the Employee Retirement Income Security Act of 1974 (ERISA), Department of Labor regulations, prohibited transaction exemptions, and Qualified Professional Asset Manager (QPAM) requirements. This role will support ERISA-related regulatory obligations affecting iCapital's registered investment advisers, collective investment trusts, retirement-focused investment products, and retirement-plan clients. The ideal candidate has hands-on ERISA or retirement compliance experience and can independently manage defined compliance workstreams while partnering effectively with Legal, Product, Fund Finance, Investment Management, Distribution, and senior Compliance personnel. Responsibilities Support the development, maintenance, and enhancement of ERISA compliance policies, procedures, controls, and monitoring programs in coordination with senior Compliance personnel and the Registered Funds CCO. Provide practical guidance regarding ERISA fiduciary duties, plan-asset rules, prohibited transactions, party-in-interest restrictions, and applicable exemptions. Support the firm’s ongoing compliance with the QPAM Exemption and related prohibited transaction exemption requirements. Administer QPAM monitoring and testing, including annual and periodic certifications. Coordinate reviews of QPAM eligibility criteria, including assets under management, shareholder equity, affiliate requirements, guarantees, and integrity standards. Maintain documentation evidencing compliance with QPAM conditions and regulatory requirements. Assess ERISA implications of investment products, distribution activities, service arrangements, transactions, and operational processes. Execute risk-based compliance reviews, monitoring, testing, certifications, and issue-management processes relating to ERISA and retirement-plan activities. Monitor developments from the Department of Labor, IRS, SEC, and other regulatory authorities and help implement required policy, control, and business changes. Qualifications Bachelor's degree is required; J.D., MBA, or other advanced degree is a plus 5–8+ years of relevant experience in investment adviser, asset management, retirement, ERISA, legal, regulatory, or compliance functions Strong working knowledge of ERISA fiduciary standards, plan-asset rules, prohibited transaction requirements, and Department of Labor regulations Experience with QPAM compliance, prohibited transaction exemptions, or retirement-focused investment products is preferred Familiar with collective investment trusts, private funds, alternative investments, or institutional asset management is preferred Experience executing compliance monitoring, testing, certifications, issue management, or regulatory examination support Strong analytical, organizational, written, and verbal communication skills Able to independently manage assigned responsibilities, exercise sound judgment, and escalate significant issues appropriately Able to translate complex regulatory requirements into practical business guidance and effective compliance controls Benefits The base salary range for this role is $110,000 to $145,000.  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 X: @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 The Full Stack Engineer, Vice President at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found in manual test efforts. Responsibilities Web application development in React as front end and Ruby on Rails as a backend. Strong grasp of system design, architecture, and trade-offs. Able to mentor junior engineers effectively. Participate in architecture reviews and technical design. Active participation in daily stand-up meetings Active participation in Peer Code Reviews as part of our standard SDLC and Change Qualifications 8+ years software engineering experience building enterprise SaaS cloud-based solutions 6+ years of Ruby on Rails development experience 6+ years of hands-on experience with modern JS frameworks such as React 6+ years of front end and back-end test automation development using RSpec, Cucumber or similar Technical leadership/management experience Demonstrated understanding of relational database concepts and modeling practices. Familiarity with cloud-based technologies – K8S, AWS etc. Ability to work in an Agile / Kanban methodology Ability to work independently or as part of a group effort, as required Solid problem-solving ability Excellent communication skills Collaborative approach to software development Benefits The base salary range for this role is $140,000 to $165,000 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: New York, New York, United States About the Role iCapital is seeking a Senior UX Writer to enhance the user experience across the iCapital platform by crafting clear, engaging, and user-centered content across all products. This role plays a critical part in shaping how users interact with experiences, including AI-driven capabilities, by defining intuitive inputs and ensuring clear, consistent outputs. The ideal candidate will collaborate closely with cross-functional partners, including product leadership, to elevate content standards and ensure users navigate the platform with clarity and confidence. This individual will operate as both a hands-on contributor and a strategic leader, helping to shape and scale the design system content guidelines and governance frameworks while supporting the complexity of a multi-language, multi-currency product environment. Responsibilities Operate as both a hands-on contributor and a strategic leader. Create clear, consistent, and user-centered content that guides clients through complex application workflows, subscription and onboarding journeys. Drive content design leadership by shaping and evolving iCapital design system writing style guides, reusable patterns, and governance frameworks to ensure consistent, multi-language and multi-currency experiences across platforms. Guide content recommendation through design critiques, content reviews, and collaborative workshops. Ensure all content aligns with accessibility standards, regulatory guidelines, and plain-language best practices. Manage multiple priorities and deliver high-quality content solutions. Collaborate cross-functionally with the UX, Product, Legal and Compliance teams and business stakeholders to translate requirements into effective content solutions. Qualifications 7+ years of experience in UX writing, content design, or digital product content strategy Bachelor’s degree in English, communications, journalism, UX design, human-computer interaction, or a related discipline, or equivalent experience with financial services, or other regulated industries Demonstrated experience designing application flows, subscriptions, onboarding journeys, and user guidance for digital products Provide clear, user-focused writing for complex systems or enterprise applications Experience developing and building design systems, content standards, and governance frameworks Proficiency with collaboration and design tools such as Figma, Confluence, or similar platforms Strong stakeholder management and cross-functional collaboration skills Experience working in fast-paced product environments Familiar with accessibility standards such as WCAG 2.1 AA and inclusive design principles Experience working with AI-assisted content tools Experience working within legal, regulatory, and compliance review processes, collaborating closely with cross-functional teams to ensure designs meet approval requirements Portfolio, website, or any other relevant link to your work in your resume is required 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 for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior leads on complex client integrations along with managing the ongoing platform experience for existing clients. Responsibilities Lead and support all aspects of new and existing wealth manager and asset management integrations including but not limited to project management, client discovery, operating model and business process design, data integrations, platform set-up, testing and rollout. Provide program and project management expertise including establishing detailed project plans, managing risk, and driving accountability across internal and external stakeholders. Implement client requirements via white label set-up and platform configurations. Manage and support the overall platform experience for existing strategic clients with the intent of maximizing their consumption of the platform. Build a strong understanding of a client’s business and how that translates to the iCapital platform. Collaborate with Product Managers to identify product gaps and opportunities, vet potential solutions, and roll out new features. Drive operational efficiencies and platform enhancements proactively and consistently. Work with Operations and Product Management teams to troubleshoot platform issues. Document and update procedures, processes, and workflow, assisting with the creation of playbooks and client collateral. Partner closely with Product Managers, Relationship Managers and Operations teams to deliver for our clients. Qualifications 6-10+ years of experience in project management, client software implementations, operations or relationship management within financial services/fintech industry Proven track record of leading cross-functional project teams from inception to execution Familiar with software-based financial solutions (i.e. 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 Advanced MS Office skills (Excel, Word, PowerPoint) and data analytics skills Exemplary attention to detail Strong interpersonal and presentation skills, and the proven ability to influence and communicate effectively across both internal and client stakeholders Experience working on a team and a desire to work in a fast-moving entrepreneurial environment Knowledge of wealth management and private bank business and processes/alternatives Experience managing data integrations is a plus Benefits The base salary range for this role is $110,000 to $150,000 .  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.

DBS are looking for an Assistant Vice President Branch Manager to drive branch sales, manage customer relationships, ensure compliance, and lead branch personnel.

DBS is looking for a Senior Vice President or Vice President Specialist Programme and Partnerships Management Providing Essential Needs DBS Foundation to develop partnerships, lead programmes, and measure community impact.

DBS is looking for a Vice President or Senior Vice President Specialist Strategic Business Planning Group COO Office to drive strategy execution, support executive decisions, and strengthen governance.

Location: Greenwich, Connecticut, 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 $110,000 to $145,000.  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 an experienced, strategic-thinking Dynamics Tech Lead to support the launch and scalability of Microsoft Dynamics 365 across the enterprise. This role is responsible for hands-on development, configuration, and support of Microsoft Dynamics applications, ensuring the smooth operation and integration of Dynamics solutions to meet evolving business needs. Responsibilities: Lead day-to-day development for Dynamics 365 Customer Service and Dataverse, partnering closely with the Architect, Product Owner, and QA Lead while contributing hands-on code alongside the team. Own code review standards and review changes across plug-ins, client scripts, Power Automate flows, and solution components. Define engineering practices for solution layering, source control, branching, environment management, coding standards, templates, and reusable development patterns. Own CI/CD pipelines in Azure DevOps, enabling repeatable and governed releases from development through production. Deliver enhancements across case management, SLAs, queues, routing, security roles, and other core Dynamics 365 Customer Service capabilities. Implement Dynamics 365 Contact Center capabilities, including channel configuration and unified routing. Build Copilot Studio agents and Copilot features for service agents and customers, incorporating effective grounding, hand-off, and guardrail design. Design and build enterprise integrations with platforms such as ServiceNow, Pega, and Salesforce using APIs, Dataverse, and Power Automate, with appropriate error handling and monitoring. Launch secure customer self-service capabilities, including a portal with authentication, role-based access, and data protection suited to a regulated business. Deliver a customer-facing chatbot integrated with the self-service portal, case management capabilities, and live agent hand-off. Take technical ownership of the platform, including the technical backlog, codebase, solutions, and documentation, as part of the transition from the implementation partner. Mentor developers, establish scalable engineering practices, and help shape the in-house engineering function, including proposing additional development hiring as demand grows. Qualifications: Extensive hands-on development experience with Microsoft Dynamics 365 Customer Service, Dataverse, and the Power Platform Strong proficiency in C#, JavaScript, and TypeScript, including experience developing plug-ins, custom APIs, and client-side scripts Demonstrated experience leading developers, conducting code reviews, mentoring team members, and establishing engineering standards for business-critical applications Experience building enterprise integrations using REST APIs, including exposure to platforms such as ServiceNow, Pega, or Salesforce Hands-on experience with Power Automate and CI/CD for Power Platform solutions, including experience with Azure DevOps Strong understanding of security roles, authentication, secure access patterns, and data protection requirements for portals and external users Experience developing conversational AI solutions, including Copilot Studio agents or comparable technologies Experience with Dynamics 365 Contact Center or Omnichannel for Customer Service, including contact center capabilities and routing Experience delivering customer self-service solutions, including Power Pages or other portals and customer-facing chatbots Familiar with Azure services, including Functions, Service Bus, API Management, and Microsoft Entra ID Experience supporting enterprise platforms in financial services or another regulated industry, including experience transitioning a platform from an implementation partner and building in-house development capabilities Clear written and verbal communication skills, with the ability to explain technical decisions and trade-offs to both technical and business audiences Microsoft certifications preferred, including Microsoft Certified: Dynamics 365 Customer Service Functional Consultant Associate (MB-230), Dynamics 365 Contact Center AI Engineer Associate (AB-250), Power Platform Developer Associate (AB-400), or Power Platform Solution Architect (PL-600) 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 X: @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 About the Role iCapital is looking for an AVP level candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and author thorough due diligence reports that are offered to our clients.  This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Responsibilities Conduct investment and operational due diligence on private capital managers identified for inclusion on the firm’s platform. Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors. Stay informed of investment opportunities and be able to successfully communicate information to the investment team. Source new managers, perform initial screening, and identify managers for further consideration. Assist with maintaining a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy. Prepare marketing and education materials on various products and strategies for clients of the firm. Create and maintain pitchbooks, private market research pieces, and other team collateral/output. Over time, present investment merits of current products in the market as well as current trends in the private capital investing to clients. Qualifications 5-7 years of experience in financial services; with 2+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds Previous experience with fund manager evaluation as primary responsibility Previous experience in the wealth channel supporting RIA firms and family offices would be a plus Demonstrated qualitative and quantitative analytical skills Strong written and verbal communication skills; comfortable presenting in front of senior professionals in the industry Able to work independently The base salary range for this role is $135,000 to $165,000.  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: Toronto, Ontario, Canada About the Role iCapital is looking to hire a Vice President to join the Research and Education team. The individual will be responsible for overseeing and conducting operational due diligence on prospective and current investments. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with strong analytical skills, and the ability to communicate complex findings effectively. Responsibilities Conduct comprehensive operational due diligence on investment opportunities, including site visits, interviews with senior members of the non-investment team, service provider confirmations and detailed analysis of operational processes. Conduct assessments of external fund managers, with a focus on private equity, private credit, hedge funds and real assets. Identify, evaluate, and mitigate operational risks associated with potential and existing investments. Prepare and present detailed operational due diligence reports, summarizing findings and providing recommendations. Perform ongoing monitoring of fund managers on a regular basis to ensure compliance with established standards and to identify material risks. Engage in ad-hoc projects to support the Alternatives platform. Work closely with Investment, Legal and Compliance teams and other stakeholders to ensure a holistic approach to due diligence and risk management. Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management. Mentor and train junior members, fostering a culture of continuous improvement and professional development. Qualifications Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred 10-15 years of experience for the VP level in operational due diligence, risk management, internal audit, or a related field within the investment industry Strong analytical and problem-solving skills with the ability to synthesize complex information Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively Exceptional attention to detail and a commitment to delivering high-quality work Proven project management skills, with the ability to manage multiple projects and meet tight deadlines Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders Benefits 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. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary, bonus, and equity for all full-time employees. The base salary range for this role is $155,000 CAD to $185,000 CAD  The Company pays 100% of the premium for all Group Benefits for you and your dependents.  Some of these benefits include medical, dental, vision, prescription, life insurance and long-term disability.  We offer a variety of Retirement Plans so of which have a company match.   We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 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 support a fair and inclusive workplace, in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination.  iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code, including on the grounds of race, ancestry, place of origin, colour, ethnic origin, citizenship, creed, sex, sexual orientation, gender identity, gender expression, age, record of offences, marital status, family status or disability.