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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.
iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 – 2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is seeking a talented and driven Fund Origination professional to support its growing alternative investments feeder fund business. This is a newly created role within the Client Success organization and will report into a Senior Vice President on the Fund Origination team. This position will focus on new product development, product structuring, manager onboarding, and fund lifecycle management. This role will be responsible to lead and help manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. These will primarily be products created by third party alternative asset managers that are looking to utilize the iCapital technology to facilitate the subscription and reporting processes for the wealth management channel. This team stands at the heart of iCapital’s growth into new markets and fund structures.
Responsibilities
- Lead new feeder fund onboarding projects, working across the organization to ensure on-time and successful completion.
- Work with key clients, both asset managers and wealth managers, and their service providers, attorneys, fund administrators and transfer agents to communicate processes and requirements, recommending best practices and leading overall project management to launch their funds on the iCapital platform.
- Drive prioritization and support building procedures within the iCapital ecosystem related to adding new funds, product structures, expanding product distribution channels and lifecycle management.
- Represent the company as a subject matter expert on the platform and the products we support.
- Leverage experience to help shape iCapital’s service offering across various fund structures.
- Prepare and present new funds to various decision-making groups.
- Assist in various ad hoc fund launch activities.
- Help drive the rollout of new platform functionality impacting the fund launch and lifecycle management process.
Qualifications
- Bachelor’s degree in finance, business, or another related field
- 5+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships
- Experience in alternative investments with a focus in various fund structures is required
- Positive attitude, and a desire to work in a fast-moving entrepreneurial environment
- Willingness to learn and adapt to new responsibilities
- Detail-oriented, self-starter that is accustomed to project work with tight deadlines
- Able to handle multiple tasks and prioritize assignments
- Strong knowledge of Microsoft Office
- Strong verbal and written communication skills
- Strong analytical skills
Benefits
The base salary range for this role is $140,000 to $185,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
What the Team is Saying
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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Employees engage in a combination of remote and on-site work.
