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iCapital

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  • Investor Relations - Analyst

    Salt Lake City, Utah, United States

    unspecified $60K-$70K

    Investor Relations - Analyst Salt Lake City, Utah, United States About the Role iCapital is seeking an Analyst to service the company's rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the platform for distribution. The team's goal is to optimize the user experience and ensure clients' overall success. Responsibilities - Provide ongoing client and advisor support by managing inbound phone and email inquiries, delivering timely and accurate responses, escalating issues as appropriate, and ensuring a high level of overall client satisfaction. - Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. - Assist with special projects for Senior Management in support of iCapital's businesses. Qualifications - Bachelor's Degree - 0-2+ years of experience in financial services, preferably in a client service or investor relations role in alternative investments - Team player with a proven track record at working cross-functional lines of an organization and with a variety of key stakeholders - Passion for client services and exceeding client expectations - Experience working for or with wealth management firms is preferred - Experience with SAAS offerings and wealth tech platforms is preferred - Strong experience in

  • Vulnerability Management Specialist - Assistant Vice President

    Lisbon, Portugal

    unspecified Salary not disclosed

    Vulnerability Management Specialist - Assistant Vice President Lisbon, Portugal iCapital is looking for a AVP Engineer to join the Information Security team. This role will help establish and run Vulnerability and Exposure Management practices, build structured remediation processes, support application security activities, and continuously identify and reduce risk across iCapital technology. The ideal candidate is a hands-on individual contributor who can implement and improve processes, work directly with developers and drive remediation execution at scale. Responsibilities - Build and manage Vulnerability and Exposure Management processes, providing continuous monitoring, prioritisation, and resolution of vulnerabilities across the environment. - Implement and drive remediation of vulnerabilities and security weaknesses. - Collaborate with engineering teams to improve workflows, adopt best practices, and drive consistent remediation standards. - Build automation capabilities to ingest, track and report vulnerabilities and exposures. - Evolve and improve exposure management capabilities, including prioritization based on risk, attack paths, and business impact. - Build processes and automation capabilities for application security workflows, including SAST, SCA, secrets and API security in collaboration with developers. - Review and validate penetration testing findings and ensure effective remediation. - Work directly with developers to explain vulnerabilities, agree remediation approaches, and validate fixes. - Support threat modelling activities to identify risk earlier in the design phase. - Assist the SOC in improving detection and alerting capabilities based on identified vulnerabilities and exposures. - Develop workflows for vulnerability intake, triage, remediation tracking, and reporting across tools. - Assist Risk and Governance teams with policies, procedures, standards, and

  • Alternative Data Management - Analyst

    Stamford, Connecticut, United States

    unspecified $60K-$65K

    Alternative Data Management - Analyst Stamford, Connecticut, United States About the Role iCapital is seeking an Alternative Data Management Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and committed to delivering a high-quality, accurate product on a time-sensitive basis. The daily activities are diverse, from setting up and maintaining software applications, to ad hoc projects, and helping with data feed management. The role is a mix of finance and technology. Responsibilities - Alternative Data Management - Data Acquisition, Sourcing and Maintenance - manage source document and retrieval methods related to alternative investment products - Data Integrity - enrich unstructured data into existing data infrastructure - Data Quality and Controls - ensure completeness, timeliness and accuracy of relevant investment data through validation and control processes - Data Governance - adhere to data governance best practices - Cross-Functional Collaboration - collaborate across teams to provide insights from alternative investment data across multiple reporting platforms and systems - Automation and Process improvement - continuously look for ways to automate and improve existing processes - Documentation and Knowledge Sharing - maintain and share standard operating procedures Qualifications - Bachelor's in finance, Economics, Business Administration or related field - 0 - 3 years in data management, analysis, or financial operations - Proficiency in data management tools, excel and other software - General understanding of the alternative investment landscape - Ability to prioritize and execute tasks and meet deadlines - Commitment to continuously learn new

  • Office Manager - Associate

    Stamford, Connecticut, United States

    unspecified $70K-$80K

    Office Manager - Associate Stamford, Connecticut, United States About the Role iCapital is seeking an Office Manager to join the Facilities team. This team is pivotal in crafting an inviting and enriching environment for iCapital's workforce. The ideal candidate is service-oriented with a focus on hospitality, excels in dynamic settings, and possesses exceptional written and verbal communication abilities. This position will contribute to the vitality of the office by coordinating the day-to-day operations and bolstering employee engagement initiatives. Reporting directly to the Regional Facilities Manager, this role is key in ensuring a seamless workplace experience Responsibilities - Oversee daily office operations, ensuring efficiency, productivity, and a well-functioning workspace. - Manage procurement processes, including planning orders around holidays, creating and tracking purchase orders and virtual cards, and streamlining workflows. - Coordinate vendor management, including onboarding new vendors, maintaining records, negotiating contracts, and partnering with service providers to meet office needs. - Develop and implement office procedures to optimize workflows and support operational excellence. - Manage facilities operations, including maintenance, repairs, and collaboration with building management to ensure a seamless workplace environment. - Track and replenish office inventory, including supplies, groceries, snacks, and new hire swag. - Organize employee engagement initiatives, including office events, catered meetings, and culture-building activities. - Support meetings and events by scheduling, coordinating logistics, and partnering with Executive Assistants and cross-functional teams. - Provide administrative and operational support to leadership, the Regional Manager, and broader team, including special projects. - Oversee onboarding support for new hires, including workstation

  • Corporate Finance, FP&A - Associate

    Greenwich, Connecticut, United States

    unspecified $85K-$115K

    Corporate Finance, FP&A - Associate Greenwich, Connecticut, United States About the Role iCapital is looking to hire a Financial Planning and Analysis (FP&A) Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making. The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities - Support the budgeting and forecasting of the firm's consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting. - Assist in preparation of the company's annual budget process across key financial performance indicators, volume-based inputs and activity and client level detail, while evaluating overall firmwide performance targets. - Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads. - Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance. - Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts - Perform sales analytics to support the business development and growth of the firm globally. - Support

  • Talent Acquisition, Recruiter - Contractor

    Greenwich, Connecticut, United States; New York, New York, United States

    unspecified $35-$60/hr

    Talent Acquisition, Recruiter - Contractor Greenwich, Connecticut, United States; New York, New York, United States About the Role Talent Acquisition is the core strategic driver of iCapital success. The Talent Acquisition Contractor will assist the current team with all aspects of hiring and this role offers the opportunity to be part of an inclusive, collaborative, and engaging working environment. Responsibilities - Support the senior recruiters to fill roles across various departments; review and source resumes, screen and qualify candidates to recommend to hiring managers. - Contribute to a strong candidate pipeline with creative postings and sourcing strategies. - Manage candidates through various stages in our ATS (Greenhouse) ensuring accurate data. - Assist with on-going projects that support the overall mission of the HR team (i.e. diversity, candidate experience, employee engagement, etc.). - Stay current and informed on industry recruiting trends to discern skillset of top candidates. - Provide a white glove recruiting experience to prospective candidates. Qualifications - 2-5+ years of in-house or agency recruitment experience, exposure to the financial services and/or fintech industry is a plus - Demonstrated experience to effectively assess a candidates resume and conduct screening calls before introducing profiles to the lead recruiter - Self-starter comfortable working in a fast-paced collaborative environment Benefits The hourly range for this role is $35.00 to $60.00 per hour, depending on experience. 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

  • Enterprise Coverage and Client Management, RIA's - Vice President

    New York, New York, United States

    unspecified $160K-$200K

    Enterprise Coverage and Client Management, RIA's - Vice President New York, New York, United States iCapital is looking to hire a Vice President to join the iCapital Wealth Solutions team, focused on our existing enterprise Registered Investment Advisor (RIA) relationships. This position will play a central role in managing relationships within existing enterprise clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients' needs and collaborate with other departments to deliver best in class solutions and the highest quality client service and execution. This role will also partner with the Business Development team to uncover new expansion opportunities within this set of existing clients. This is a senior-level technical role focused on the delivery and ongoing support of iCapital's full suite of solutions, ranging from alternatives to structured investments, to the RIA channel. Responsibilities - Develop and strengthen existing relationships with RIA clients. - Drive enterprise adoption of our technology platform and infrastructure. - Promote a consultative approach to deepen and expand current relationships across the iCapital platform of offerings. - Play a key role as the primary touchpoint for several strategic RIA clients. - Co-own identifying new revenue streams within existing clients alongside the Business Development team. - Drive day-to-day engagement with RIA clients to ensure we are delivering and executing at the highest level for them - Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client

  • Global Benefits - Analyst

    Greenwich, Connecticut, United States

    unspecified $70K-$85K

    Global Benefits - Analyst Greenwich, Connecticut, United States About the Role iCapital is seeking a Benefits Analyst to support the Human Resources team. Reporting to the Senior Vice President, Total Rewards and People Partners, this role will primarily assist in the administration and day-to-day operations of health and welfare benefit programs for North America. As part of the Total Rewards team, this individual will help support the company's health plans (medical, dental, vision), welfare programs (AD&D, STD, LTD), and well-being initiatives for employees in the United States and Canada. The role will focus on ensuring accurate processing, responding to employee inquiries, supporting open enrollment activities, and maintaining strong operational coordination across vendors and internal teams. The ideal candidate is detail-oriented, organized, and service-focused, with an interest in benefits and employee experience. This role is best suited for someone who thrives in a fast-paced environment and is eager to build foundational experience in Total Rewards. Responsibilities - Support the administration of benefit programs, including health, wellness, retirement, and leave programs. - Assist with open enrollment and renewal processes, including audit support, data validation, and employee communications. - Respond to employee benefit inquiries and provide guidance on plan features, enrollment, and claims processes. - Help coordinate new hire benefit onboarding and orientation materials. - Maintain accurate benefits data in HRIS systems, including enrollments, life event changes, and terminations. - Process and track employee status changes and eligibility updates with internal systems and vendors. - Support leave of absence administration, including tracking, documentation,

  • Executive Assistant - Associate

    New York, New York, United States

    unspecified $90K-$110K

    Executive Assistant - Associate New York, New York, United States About the Role iCapital is looking to hire an Executive Assistant to provide administrative support to Managing Directors in the New York and tri-state area offices. This individual will regularly interact and work with senior members of the team including Managing Directors and Managing Partners. Responsibilities - Manage calendars of several senior managers with a high level of detail, coordinating, and prioritizing daily tasks. - Arrange complex and detailed travel plans. - Process expense reports in a timely manner. - Format information for internal and external communications such as memos, emails, presentations, and reports. - Help move along deliverables, facilitate special requests, and contribute and execute last-minute ideas. - Work as part of the larger Facilities and Administration team and support fellow executive assistants as needed. Qualifications - Undergraduate college degree - 7+ years of experience as an Executive Assistant working with senior level management - Able to manage up through tact and anticipation of needs - Possess a strong attention to detail and a high level of confidentiality - Proficient in using Microsoft Office (Word, Outlook, Excel, and PowerPoint) - Excellent interpersonal communication skills; written and verbal - Strong experience managing schedules and processes in a fast-paced environment - Experience scheduling global travel, across multiple time zones, and multi-leg trips - Team player and comfortable working with 30+ people, reporting to a senior admin - Comfort operating within a dynamic environment and executing in situations where paths are uncharted

  • Client Delivery Specialist - Associate

    Salt Lake City, Utah, United States

    unspecified $75K-$85K

    Client Delivery Specialist - Associate Salt Lake City, Utah, United States About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology. Responsibilities - Financial reporting and data aggregation tools: - Analyze and explain portfolio performance results. - Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. - Perform analysis of private equity and hedge fund statements for input into the system - Work with clients and partners to resolve data issues. - Develop and strengthen client relationships: - Help manage client onboarding, client account setup and training and day-to-day support and issue management. - Software maintenance and setup: - Perform system setup and configuration, new client setup, new financial account and asset set-up and classification. - Assist in data feed management. - Create custom reports based on client-specific needs. - Liaise with the vendor partners for enhancements, and system and data issues. - Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. - Establish operational effectiveness through the development and adoption of policies, procedures, and controls. - Assess and act upon client and company needs proactively. Qualifications - 3-5 years of

  • Fund Reporting - Analyst

    New York, New York, United States

    unspecified $70K-$90K

    Fund Reporting - Analyst New York, New York, United States About the Role iCapital is looking for an Analyst to join the Fund Reporting team. This individual will be responsible for the preparation and distribution of investor communications, with an emphasis on client fund level reports for private equity fund-of-funds, feeder funds, and monthly hedge fund reporting for private clients. This individual will have constant interaction with industry leading wirehouses, as well as investment and accounting professionals at the underlying private equity funds and hedge funds. Responsibilities - Work on a team of investment professionals who are responsible for the preparation and review of quarterly fund level client reporting with respect to private equity, real estate, secondary, and credit fund-of-funds and feeder funds currently under management. - Review, digest, and extract information from the reports provided by the underlying private equity sponsors and draft the relevant information to be included in the client quarterly performance updates. - Prepare, analyze, and review quantitative fund and portfolio company performance information for inclusion in the reports. - Liaise with administrators to determine correct quantitative data for reporting purposes and understand portfolio company performance and fund valuation drivers. - Coordinate internal compliance review and approvals. - Ensure timely distribution of reports to clients and relationship managers. - Review the monthly hedge fund fact card reporting. - Draft wording for capital call and distribution notices to investors. - Maintain communication with underlying financial sponsors regarding portfolio company activities and their impact on valuation. - Coordinate

  • Configuration Developer - Analyst

    US CO - Colorado Springs

    unspecified $75K-$90K

    Configuration Developer - Analyst US CO - Colorado Springs About the Role The Configuration Developer is responsible for implementing and maintaining business rules within FireLight®, Hexure's proprietary SaaS electronic fulfillment platform. This role builds on foundational configuration skills to handle moderately complex business logic, ensuring that financial product applications are completed “In-Good-Order” with accuracy, completeness, and compliance. The role operates across the Software Development Life Cycle (SDLC), from requirements understanding through configuration, testing, and deployment, while also supporting production issues. The Configuration Developer I collaborates closely with internal teams and clients to deliver high-quality solutions, improve user experience, and meet project timelines and KPIs. This role actively leverages AI-enabled tools to improve speed, accuracy, and efficiency in rule creation, testing, and troubleshooting, reducing rework and enhancing productivity. Responsibilities - Configure and maintain business rules within FireLight® to drive accurate and compliant user experiences for financial product applications. - Implement configuration components including Role Codes, Review Queues, Needs Determination, mapping documents, and admin mappings. - Ensure applications meet “In-Good-Order” standards across completeness, compliance, and business requirements. - Participate across the SDLC including requirements understanding, configuration, testing, and deployment support. - Perform unit and integration testing to validate accuracy and quality of configured business rules. - Support customer deployments, ensuring timely and accurate implementation of configurations. - Monitor and resolve issues via ticketing systems (e.g., Jira), ensuring timely turnaround and minimal client disruption. - Provide Tier 2 production support by troubleshooting configuration-related issues and triaging client tickets. - Collaborate with cross-functional teams

  • Regulatory & Compliance - Associate

    Toronto, Ontario, Canada

    unspecified CAD 80K-95K

    Regulatory & Compliance - Associate Toronto, Ontario, Canada About the Role iCapital is seeking a Compliance Associate to join the Global Regulatory and Compliance team to support our Compliance team in ensuring adherence to applicable securities laws, regulations, and internal policies. The ideal candidate will have experience in regulatory compliance within the investment industry and a strong understanding of National Instrument requirements and regulatory expectations for PMs, EMDs, and IFMs. This role will assist with a variety of regulatory activities both at the company level and for investment vehicles. This individual will be responsible for all regulatory and compliance matters for iCapital's business in Canada. iCapital operates through several different international entities, many of which are licensed to conduct regulated activities. The successful candidate will partner with the business teams to ensure that our Canadian office is operating within the letter and the spirit of the regulations. Responsibilities - Assist in the development, implementation, communication, maintenance, and monitoring of compliance policies and procedures to ensure adherence to securities regulations (i.e. NI 31-103, NI 81-103, and NI 45-106). - Foster a culture of compliance across the organization. - Establish strong working relationships with business partners and other stakeholders. - Collaborate with various departments within iCapital, to ensure alignment on compliance issues. - Liaise with external parties and internal stakeholders for compliance-related matters and corporate governance. - Support the preparation and filing of regulatory reports, including 45-106F1s, capital market participation fee filings, and other filings. - Manage the Canada Compliance Calendar and

  • Cloud Infrastructure Engineer - Vice President

    Salt Lake City, Utah, United States

    unspecified $130K-$160K

    Cloud Infrastructure Engineer - Vice President Salt Lake City, Utah, United States About the Role The Platform Infrastructure team at iCapital is responsible for designing, standardizing, and evolving the core infrastructure that powers our global technology stack. As Vice President, Platform Infrastructure Architecture, you will serve as a senior individual contributor architect, helping define and evolve the technical standards that underpin our Kubernetes platforms, cloud networking, edge services, and API access patterns. This role is architecture-first, with regular hands-on involvement to validate designs through reference implementations and proof-of-concept project work . You will work closely with Platform Infrastructure engineers and application teams to ensure that platform capabilities are scalable, secure, and consistent across regions, while remaining practical to operate. Responsibilities - Evolve platform architecture standards across core infrastructure domains. - Design and validate Kubernetes platform architecture, including cluster lifecycle, autoscaling strategies, node provisioning, and OS standards (e.g., EKS, Karpenter, Bottlerocket). - Define cloud networking architecture patterns, including VPC design, routing, ingress/egress, TGW design and private connectivity. - Own architectural guidance for edge and traffic management, including CDN, DNS, and TLS strategies (e.g., Akamai, Cloudflare). - Define and standardize API Gateway and north south access patterns for secure and consistent service exposure. - Establish and maintain multi account and multi cluster architecture standards supporting scale, isolation, and operational clarity. - Produce and maintain reference architectures, design documents, and architectural guardrails consumed by Platform Infrastructure engineers and application teams. - Review proposed platform designs and changes to ensure alignment with long term

  • Enterprise RIA Business Development - Senior Vice President

    New York, New York, United States

    unspecified $200K-$240K

    Enterprise RIA Business Development - Senior Vice President New York, New York, United States About the Role iCapital is seeking a highly motivated, outgoing, and experienced business development professional to join the team developing iCapital's enterprise presence in the US independent wealth channel. This team develops and manages relationships with iCapital's largest clients in the US RIA channel, and this role will be instrumental in growing and expanding the firm's presence and client base. This individual will be expected to help drive new business initiatives and leading the development of our GTM strategy. Additional responsibilities include, but are not limited to, prospecting new relationships, crafting compelling pitch decks, developing market analysis and strategy, engaging with potential clients through various channels, negotiating contracts, and leading implementation efforts. Responsibilities - Drive enterprise adoption of our technology platform and infrastructure - Promote a consultative approach to deepen and expand current relationships and source new relationships across the iCapital platform of offerings - Centralize client coverage efforts and ensure team alignment to support clients' needs - Educate clients on the depth of the technology's capabilities and drive new mandates and business activities - Create and deliver executive presentations and report on key initiatives and business activity - Communicate feedback from clients and prospects to the organization to improve delivery of solutions and improve the overall client experience - Lead platform and system demonstrations for new prospects, lead responses to RFPs, and work collaboratively with internal and external cross-functional teams on client launches and strategic

  • Investor Relations - Associate

    Greenwich, Connecticut, United States

    unspecified $80K-$110K

    Investor Relations - Associate Greenwich, Connecticut, United States About the Role iCapital is looking to hire an Associate to join the Investor Relations team to service the company's rapidly growing client base. This role will work with a broad range of clients within a fast-paced, collaborative, and entrepreneurial environment. The Investor Relations team supports investors, financial advisors, and home office personnel, assisting them with their investments on iCapital's technology platform, and works closely with fund sponsors using the iCapital platform for distribution. The team's goal is to optimize the user experience and ensure our clients' overall success. Responsibilities - Provide dedicated coverage of client accounts, working closely with internal relationship managers to support the clients' needs and objectives. - Provide ongoing client support, answering a wide variety of questions timely and accurately, with the goal of ensuring overall client satisfaction. - Support high-profile fund managers in their fundraising efforts by assisting their clients through the subscription process and managing fund closings, with a strong dedication to successful client outcomes. - Collaborate with the Technology team to optimize the user experience through enhancements to the company's proprietary technology platform. Qualifications - Bachelor's degree with 2-6+ years of experience in financial services, preferably in client service or experience in an investor relations role in alternative investments - Ability to manage phone queue during operating hours 8:30am-6 PM EST - Experience with high-net-worth clients, financial advisors, and fund managers - Excellent organizational skills and attention to detail - Strong interpersonal, written, and verbal

  • Enterprise Coverage and Client Management, Broker Dealer - Associate / Assistant Vice President

    New York, New York, United States

    unspecified $85K-$135K

    Enterprise Coverage and Client Management, Broker Dealer - Associate / Assistant Vice President New York, New York, United States iCapital is looking to hire an Associate / Assistant Vice President to join the iCapital Solutions team, focused on our existing Enterprise Wealth relationships within the Independent Broker Dealer (IBD) channel. This position will play a central support role in helping quarterback relationships within existing Enterprise Wealth clients, ensuring fulsome delivery and execution of our existing suite of offerings across all asset classes. The team strives to understand their clients' needs and collaborate with other departments to deliver customized solutions and the highest quality client service and execution. This is a junior-level, technical relationship management role focused on the delivery and ongoing support of iCapital's full suite of solutions, ranging from alternatives to structured investments, to the wealth channel. Responsibilities - Support development & deepening of existing relationships with wealth managers. - Become an expert on enterprise technology solutions and help drive enterprise adoption of our technology platform and infrastructure. - Support driving day-to-day engagement with Enterprise Wealth clients, ensuring we are delivering and executing at the highest level for iCapital's clients. - Collaborate with other Client Management associates across iCapital Solutions to drive tactical and strategic initiatives regarding existing client penetration Qualifications - 2-7+ years of experience in a technical relationship management capacity - Knowledge of alternatives and/or structured investments is preferred - Experience working for or with wealth management firms is preferred - Experience with SAAS offerings and wealth

  • Product Risk and Strategy - Assistant Vice President

    Salt Lake City, Utah, United States

    unspecified $110K-$130K

    Product Risk and Strategy - Assistant Vice President Salt Lake City, Utah, United States About the Role iCapital is seeking an Assistant Vice President to join the Advisor Platform Product team. This individual will play a critical role in strengthening platform resilience and shaping risk-informed decisions that influence product strategy and execution. This role will learn the platform deeply, manage incidents end-to-end, and ensure risk insights translate into practical improvements. The ideal candidate will partner closely with the Product and Engineering teams, spot patterns, and help turn recurring issues into systemic fixes that influence roadmap priorities. Responsibilities - Manage the full incident lifecycle which includes intake, triage, root cause analysis, and resolution. - Turn recurring issues into systemic fixes and roadmap recommendations. - Introduce risk-adjusted thinking into product planning and new launches. - Standardize playbooks and align with enterprise frameworks. - Deliver sharp updates and documentation for leadership and stakeholders. - Leverage risk insights visibly influencing product decisions and roadmap priorities. - Track and resolve incidents efficiently with clear documentation. - Work cross-functionally with Product, Tech, Operations, and Risk teams. Qualifications - 6 - 10+ years in product management, risk management, or operations in complex environments - Strong understanding of product lifecycle risks and operational controls - Experience in fintech or financial services; familiarity with SDLC and enterprise risk frameworks - Able to proactively influence decisions and drive accountability - Strong analytical skills with experience using data and dashboards to identify patterns and inform decisions - Exceptional communication skills, including

  • Attorney, LATAM Funds and Distribution - Vice President

    US FL - Miami

    unspecified $180K-$220K

    Attorney, LATAM Funds and Distribution - Vice President US FL - Miami About the Role iCapital is seeking a Vice President to join the Legal team with a primary focus on Latin American markets and distribution. This role will support iCapital's offering of investment products across both U.S. and Latin American jurisdictions, advising on complex cross-border distribution matters, Latin American investment product offering rules, and international regulatory compliance. The ideal candidate brings strong expertise in U.S. and non-U.S. broker-dealer distribution issues, U.S. and Latin American securities regulations for private funds, and preferably Spanish language proficiency to effectively serve our growing Latin American client base. This position requires navigating the intersection of U.S. securities laws and Latin American regulatory frameworks across multiple jurisdictions including Brazil, Mexico, Chile, Argentina, and other key markets in the region. Responsibilities - Draft and negotiate agreements with Latin American distribution agents ensuring compliance with both U.S. and local market regulations. - Advise on the legal implications of offering new and existing products and services, including private funds, exchange traded notes and local Latin American structures. - Coordinate with local counsel across Latin American jurisdictions on regulatory matters, fund formation work, and compliance issues specific to each market. - Draft and review private fund offering materials, partnership agreements, and other private fund legal documentation. - Review and negotiate side letters, subscription agreements, and investor documentation for Latin American institutional and high-net-worth clients. - Support client relationship development and business expansion initiatives in key Latin American markets. Qualifications

  • Fund Attorney - Assistant Vice President

    Greenwich, Connecticut, United States

    unspecified $160K-$210K

    Fund Attorney - Assistant Vice President Greenwich, Connecticut, United States About the Role iCapital is looking to hire an Assistant Vice President Fund Attorney to join the Funds Legal team with a primary focus on U.S. and Cayman private funds. The scope of this role will include representing private funds, both open end and closed end, on a wide spectrum of matters including compliance and U.S. and international regulatory issues, capital raising, marketing, investor relations, fund formation and structuring, and corporate transactional matters. The ideal candidate has strong regulatory experience (including Regulation D and the Investment Company Act of 1940) as well as experience in both drafting and negotiating private fund documents, side letters, placement agreements and related fund materials. Responsibilities - Negotiate various agreements with counterparties including fund managers and distribution agents. - Draft and review private fund offering materials, partnership agreements, and other private fund legal documentation. - Advise on the legal implications of offering new and existing products and services. - Coordinate outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work. - Draft and review various contracts, non-disclosure agreements and other legal documentation. - Assist with regulatory filings and perform research projects as required. Qualifications - 3+ years of fund formation experience within the Investment Management space - Strong knowledge of the Investment Company Act of 1940, the Investment Advisers Act of 1940, the Securities Act of 1933, the Securities Exchange Act of 1934, and FINRA regulations - Member