Fund Origination Specialist

3 weeks ago


New York, New York, United States iCapital Full time

iCapital is revolutionizing the alternative investment marketplace with its cutting-edge financial technology platform, providing innovative solutions to advisors, wealth management firms, asset managers, and banks for evaluating and recommending bespoke public and private market strategies.

Job Description

This role focuses on developing new financial products, structuring investments, onboarding asset managers, and managing fund lifecycles. The successful candidate will lead and manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market.

Key Responsibilities:
  • Lead feeder fund onboarding projects, ensuring timely and successful completion.
  • Collaborate with key clients, including asset managers, wealth managers, and their service providers, to communicate processes and requirements.
  • Drive prioritization and support building procedures within the iCapital ecosystem related to adding new funds, product structures, expanding product distribution channels, and lifecycle management.
  • Represent the company as a subject matter expert on the platform and its products.
  • Leverage experience to shape iCapital's service offering across various fund structures.
Requirements:
  • Bachelor's degree in finance, business, or a related field.
  • 5+ years of product structuring experience with exposure to fund administration, fund management, or custodial relationships.
  • Experience in alternative investments, focusing on various fund structures.
  • Strong knowledge of Microsoft Office and analytical skills.
Compensation:

The estimated salary range for this role is $165,000 to $210,000. iCapital offers a comprehensive compensation package, including salary, equity, and an annual performance bonus.



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