Junior Portfolio Manager, iDPE - Vice President

United States·New Yorkexecutive

Project & Program ManagementPortfolio Manager

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Quick Summary

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Project & Program ManagementPortfolio Manager

About the Role

~1 min read

iCapital’s rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.

Responsibilities

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→Perform due diligence on private companies and their industries alongside senior team members.
→Prepare investment memoranda.
→Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
→Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
→Support external communications regarding the Fund, including engagement with prospective and existing investors.
→Track market trends, competitor activity, and industry developments.
→Create business development presentations as required.

Requirements

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6+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
Excellent written and verbal communication skills
High accuracy and attention to detail
Able to problem-solve and make logical business recommendations in a fast-paced environment
Professional demeanor with an entrepreneurial attitude and strong sense of ownership

What We Offer

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The base salary range for this role is $180,000 to $230,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.