About The Role

iCapital is seeking an Associate to join the Portfolio Management team. The investment professional will play an integral role in supporting the growth of both our evergreen registered fund business and our Direct Private Investment program.

Responsibilities

• Help prepare investment memos and other relevant analyses to assist in the closing of transactions.
• Monitor the performance of existing investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required.
• Develop and maintain financial models and analyses to assess the creditworthiness of potential borrowers and the performance of portfolio companies.
• Monitor market trends, competitor activity, and industry developments.
• Prepare reports and presentations for investors and other stakeholders.
• Work closely with the Legal, Compliance, Operations, and other teams to ensure smooth transaction, execution and portfolio management.
• Ensure adherence to regulatory requirements and internal policies.

Qualifications

• Strong academic credentials and a demonstrated track record of successful work experience
• 2-4 years of post-undergrad investing/leveraged finance experience with an investment management firm, investment banking, private equity/private credit firm
• Strong analytical and modeling capabilities with a fundamental driven approach to investing
• Able to work collaboratively in team environments and strong relationship-building skills
• Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions
• Proficient in managing multiple projects simultaneously and meet deadlines
• Knowledge of the legal aspects of credit transactions and able to assess credit risk
• Able to produce high-quality work with a focus on accuracy and thoroughness

Benefits

The base salary range for this role is $100,000 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.

iCapital powers the world’s alternative investment marketplace, offering a complete suite of tools, end-to-end enterprise solutions, data management and distribution capabilities, and an innovative operating system. iCapital is the trusted technology partner to financial advisors, wealth managers, asset managers, as well as other participants in this ecosystem, and offers unrivaled access, technology, and education to incorporate alternative assets, structured investments (SI), and annuities into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.

iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.