Fund Origination Specialist

3 weeks ago


New York, New York, United States iCapital Full time
About iCapital
iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our mission is to transform the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With a presence in over 1,634 funds, we service approximately $200 billion in global client assets.

About the Role
We are seeking a talented and driven Fund Origination Specialist to support our growing registered and direct fund business. This role will focus on manager onboarding and fund lifecycle management, collaborating with key clients, including asset managers, wealth managers, and their service providers. The successful candidate will lead new registered and direct onboarding projects, drive prioritization, and represent the company as a subject matter expert on the platform and products we support.

Responsibilities
  • Lead new registered and direct onboarding projects, ensuring timely and successful completion.
  • Collaborate with clients to communicate processes, recommend best practices, and manage project launch.
  • Drive prioritization and support building procedures within the iCapital ecosystem related to adding new funds, product structures, expanding distribution channels, and lifecycle management.
  • Represent the company as a subject matter expert on the platform and supported products.

Requirements
  • Bachelor's degree in finance, business, or a related field.
  • 5+ years of experience in product management and/or development with exposure to fund administration, fund management, or custodial relationships.
  • Experience in alternative investments with a focus on various fund structures required.

Benefits
The base salary range for this role is $100,000 to $150,000. We offer a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO). Employees work in the office Monday-Thursday, with flexibility to work remotely on Friday.

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