Corporate Development and Strategy – Associate

Posted 2 Days Ago
Be an Early Applicant
New York, NY
Hybrid
Junior
Fintech • Financial Services
The Role
The Associate will support the Corporate Development team by conducting quantitative and qualitative analysis, managing M&A due diligence, driving acquisition integration, performing market research, preparing executive deliverables, and collaborating with cross-functional teams for strategic initiatives.
Summary Generated by Built In

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested in 1,690 funds, as of November 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital is looking to hire an Associate to join the Corporate Development team. This role will support the team in evaluating, planning, and executing organic and inorganic strategic initiatives across the company. The role includes working directly with senior leadership and will be pivotal in fostering long term growth at iCapital.

Responsibilities

  • Conduct thorough, data-driven quantitative and qualitative analysis to support Corporate Development and Strategy initiatives and recommendations.
  • Serve as a key team member in the due diligence process for strategic M&A transactions, managing various workstreams from start to finish.
  • Drive the execution of acquisition integration activities across key business functions.
  • Perform detailed external market research to identify trends, gather competitive industry intelligence, and screen M&A opportunities.
  • Maintain a comprehensive database of industry insights to support strategic analysis and decision-making.
  • Prepare and present executive-ready deliverables, including business plans, financial analyses, and industry assessments, with clear, actionable insights.
  • Partner with cross-functional teams to develop, recommend, and execute strategic initiatives.
  • Collaborate with internal stakeholders across business lines to validate business and financial cases for strategic initiatives.
  • Assist with special projects supporting senior management's strategic goals and iCapital's overall business growth.

Qualifications

  • Strong intellectual interest in alternative investments, wealth management, and a passion for contributing to the growth of an industry-defining company
  • Self-starter with a strong work ethic, integrity, and an all-in mentality, consistently going above and beyond expectations
  • Energetic, team-oriented, and highly organized, able to manage multiple complex projects and competing priorities simultaneously
  • Proven ability to thrive in fast-paced, high-pressure environments while meeting demanding deadlines
  • Previous experience in an entrepreneurial, performance-driven environment, preferably within financial technology, financial services, or a related industry
  • Exceptional ability to articulate opinions, write clear and concise strategic materials, and develop impactful presentations on investment opportunities and business recommendations
  • Highly collaborative, with a track record of working effectively across organizational lines and with key stakeholders
  • Advanced proficiency in Microsoft Excel and PowerPoint, including expertise in financial modeling, valuation techniques, and building executive-level presentations
  • Experience working with alternative funds and familiarity with fund structures, operations, and valuation methodologies is a plus
  • 2-4 years of relevant experience in corporate development/strategy, investment banking, private equity, management consulting, corporate finance, or law

Benefits

The base salary range for this role is $110,000 to $130,000.  iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Top Skills

Excel
Microsoft Powerpoint
The Company
HQ: New York, NY
1,500 Employees
Hybrid Workplace
Year Founded: 2013

What We Do

Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.

Why Work With Us

iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.

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