Data Solutions - Intern

iCapital is transforming investing in private equity, private credit, real estate, hedge funds, and structured investments by removing the roadblocks that have prevented greater participation in these private strategies. Join the Fintech company that is disrupting how individuals invest in private capital markets. iCapital services approximately $206 billion in global client assets invested in 1,679 funds, as of October 2024.

Join us this summer and make a meaningful impact while developing your professional skills in a dynamic team environment. Help shape the future of Fintech in the global Alternative Investment space.

Key features of our summer internship:

• Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.
• Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.
• Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.
• Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.
• Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.
• Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.

About the role:

The Data Solutions department provides a reporting service that leverages top-tier third-party reporting tools to assist UHNW clients in identifying opportunities and risks within their portfolios. Through collaborations with leading technology platforms, we curate reports that offer insightful, consolidated, real-time views of all assets and liabilities, detailing what they are, who holds them, how ownership is divided, how they’re invested, and how they’re performing. These reports are strategically designed to uncover opportunities and highlight financial risks.

• Learn and leverage financial reporting and data aggregation tools:
• Conduct account level reconciliation.
• Provide accurate and timely statements and data entry.
• Work with internal teams to resolve data issues.
• Generate Ad Hoc reports as needed.
• Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.

Valued qualities and key skills:

• Highly inquisitive, collaborative, and a creative problem solver
• Possess foundational knowledge of and/or genuine interest in the financial markets
• Able to thrive in a fast-paced environment
• Able to adapt to new responsibilities and manage competing priorities
• Technologically proficient in Microsoft Office (Excel, PowerPoint)
• Strong verbal and written communication skills

What we offer:

• Outings with iCapital team members and fellow interns to build connections and grow your network.
• Corporate culture and volunteer activities in support of the communities where we live and work.
• Rooftop Happy Hours showcasing our impressive views of NYC.

Eligibility:

• A rising junior or senior in a U.S. college/university bachelor’s degree program
• Committed to working five days a week in the Stamford office for the entire duration of the internship
• Authorized to work in the United States*

*We are unable to offer any type of employment-based immigration sponsorship for this program

Pay Rate: $29.00/hour + relocation stipend and transportation stipend

iCapital in the Press:

We are at the cutting edge of using technology to democratize investing in alternatives, but don’t take our word for it. Here’s what others are saying about us:

• Seven consecutive years on the Forbes Fintech 50 list, which highlights the most innovative private companies in personal finance, investing payments and crypto assets
• Three-time selection to Forbes’ Best Startup Employers List
• Four-time winner of the Money Management Institute/Barron’s Solutions Provider of the Year

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.