Senior Investment Analyst

1 week ago


Greenwich, Connecticut, United States Tbwa ChiatDay Inc Full time
About the Role

iCapital seeks a seasoned Vice President to lead due diligence on Private Capital funds and author comprehensive reports for clients.

Key Responsibilities
  • Conduct investment and operational due diligence on Private Capital managers, creating clear and thorough reports.
  • Lead internal processes for conducting due diligence, ensuring quality and consistency of reports.
  • Source new managers, perform initial screening, and identify potential candidates.
  • Maintain a pipeline of investment ideas and create market maps for major strategies.
  • Develop marketing materials on various products and strategies for clients.
Requirements

The ideal candidate has 10+ years of experience in financial services, with 5-7 years conducting due diligence on private capital managers. Strong analytical skills, written communication, and presentation abilities are essential.

We offer a competitive salary range of $165,000 to $190,000, plus an annual performance bonus and comprehensive benefits package. Our flexible work policy allows for four days in the office and one day remote. iCapital is an Equal Employment Opportunity employer, committed to diversity and inclusion.



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