Icapitalnetwork
Private Markets, Investment Due Diligence - Assistant Vice President
Greenwich, Connecticut, United States; New York, New York, United States. Posted 9 days ago
The role
This individual will conduct investment and operational due diligence on private capital managers. They will author due diligence reports and create marketing and education materials for clients.
What you will do
- Conduct investment and operational due diligence on private capital managers.
- Prepare clear and comprehensive due diligence reports on managers.
- Stay informed of investment opportunities and communicate information to the investment team.
- Source new managers, perform initial screening, and identify managers for further consideration.
- Assist with maintaining a pipeline of investment ideas and lead effort in creating market maps.
- Prepare marketing and education materials on various products and strategies for clients.
- Create and maintain pitchbooks, private market research pieces, and other team collateral.
- Present investment merits and current trends in private capital investing to clients.
Required qualifications
- 5-7 years of experience in financial services
- 2+ years of experience conducting due diligence on private capital managers
- Previous experience with fund manager evaluation as primary responsibility
- Demonstrated qualitative and quantitative analytical skills
- Strong written and verbal communication skills
- Comfortable presenting in front of senior professionals in the industry
- Able to work independently
Nice to have
- Experience conducting due diligence for a top-tier investment consultant, large institutional LP (pension fund/endowment), or fund of funds
- Previous experience in the wealth channel supporting RIA firms and family offices
Benefits
- Salary
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare
- 100% employer paid dental
- 100% employer paid vision
- Telemedicine
- Virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
About the company
iCapital is a growing Research and Education team.