Private Markets Product Specialist, Due Diligence - Assistant Vice President / Vice President

iCapital is looking for a Private Markets Product Specialist to join its growing Research and Education team. The role will focus on content creation, client engagement, and evaluating market conditions on private capital funds.  The ideal candidate should have a strong knowledge of industry trends in private equity, private credit, real estate, and/or real assets. 

 Responsibilities

• Support all aspects of iCapital’s fund launch process by partnering with the Investment, Product Development, Sales, and Marketing teams.
• Serve as a product lead/co-lead to develop a marketing plan for all new product launches, partner with the sales team to conduct demand assessment, and execute marketing plan by partnering with Research and Sales teams.
• Create talking points and marketing and presentation materials, to present to clients.
• Serve as the main point of contact for the sales team to arrange calls and meetings, manage follow‐ups, demonstrate deep investment knowledge, deliver product presentations, identify, and address concerns, and provide guidance through diligence.
• Partner with the Investment and Sales teams to provide fundraising updates, portfolio updates, and responses to data requests.
• Assist with the management of due diligence and selection processes both in terms of breadth and investment quality, with the overall aim of providing best-in-class investment products to our clients.
• Assist with the planning and execution of roadshows and conferences.
• Work alongside the Sales team on client pitches, product positioning, and sales campaigns.
• Build excellent working relationships across multiple lines of business and corporate functions in collaboration with product onboarding.

Qualifications

• 5-10 years of investment research, internal and/or external sales experience in the alternatives space
• Bachelor's degree in business, economics, finance, or a related discipline required
• CFA or CAIA preferred
• Exceptional organizational and interpersonal skills
• Impeccable written and verbal communication skills
• Self-starter who takes initiative and learns quickly in a fast-paced environment
• Strong commitment to continuous professional development and improvement of the team
• Excellent client service aptitude and attitude
• Excellent working knowledge of Microsoft Suite and Salesforce

Benefits

The base salary range for this role is $140,000 to $190,000.  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. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

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.