Vice President, Research and Education
1 month ago
iCapital is seeking a seasoned professional to join its Research and Education team as a Vice President. The successful candidate will be responsible for conducting thorough due diligence on Private Capital funds and authoring comprehensive reports for our clients.
The ideal candidate will have a strong knowledge of industry trends in private equity, private credit, and/or real estate and real assets. They will lead investment and operational due diligence on Private Capital managers, prepare clear and comprehensive due diligence reports, and help lead internal processes for conducting due diligence.
The role requires strong analytical skills, excellent written communication skills, and the ability to present in front of senior professionals in the industry. The successful candidate will also be able to work independently and maintain a pipeline of investment ideas.
Responsibilities- Lead investment and operational due diligence on Private Capital managers
- Prepare clear and comprehensive due diligence reports on managers
- Help lead internal processes for conducting due diligence and overseeing the quality and consistency of due diligence reports
- Play an active role in the management of the due diligence projects pipeline
- Keep abreast 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
- Maintain 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 company
- Present investment merits of current products in the market as well as current trends in private capital investing to clients
- 10+ years of total experience in financial services
- 5-7 years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds
- Prior experience focusing on fund manager evaluations
- Demonstrated qualitative and quantitative analytical skills
- Strong written communication skills and ability to present in front of senior professionals in the industry
- Able to work independently
iCapital offers a competitive compensation package, including a base salary range of $165,000 to $190,000, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).
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.
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