Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
About the role
iCapital is looking for an AVP level candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and author thorough due diligence reports that are offered to our clients. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- Previous experience with fund manager evaluation as primary responsibility
- Previous experience in the wealth channel supporting RIA firms and family offices would be a plus
- Demonstrated qualitative and quantitative analytical skills
- Strong written and verbal communication skills, comfortable presenting in front of senior professionals in the industry
- Able to work independently
More about this role
iCapital is looking for an AVP level candidate to join its growing Research and Education team. The role will focus on conducting due diligence on Private Capital funds and author thorough due diligence reports that are offered to our clients. This individual should have strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets.
- Conduct investment and operational due diligence on private capital managers identified for inclusion on the firm’s platform.
- Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.
- Stay informed of investment opportunities and be able to successfully communicate information to the investment team.
- Source new managers, perform initial screening, and identify managers for further consideration.
- Assist with maintaining a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy.
- Prepare marketing and education materials on various products and strategies for clients of the firm.
- Create and maintain pitchbooks, private market research...
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