Investment Strategist - 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:

iCapital Marketplace allows asset managers to offer funds to the growing global network of wealth managers and advisors on iCapital’s platform, while managing distribution themselves. These funds are supported by iCapital’s end-to-end technology platform that streamlines and automates the alternative investing process, from subscriptions and capital calls to reporting. The Marketplace team is responsible for overseeing the addition of new offerings to the platform, delivering new technology features and enhancements, expanding iCapital’s network of wealth managers and advisors, and driving the overall growth strategy for the Marketplace initiative.

• Assist with the creation or updating of marketing material, user guides or internal process documentation.
• Build out the CRM system to expand universe of prospects, leading to an increase in platform registrations and sales.
• Clean up internal fund database to ensure required fields are populated for all funds.
• Create prospect lists for the Advisor Engagement team.
• Help organize and report the results of email and calling campaigns.
• Analyze trends in platform user engagement and create management summary.

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 New York City 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: $41.00/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.