Icapital jobs

Relationship Manager, Asset Managers - Assistant Vice President / Vice President New York, New York, United States About the Role iCapital is looking to hire an Assistant Vice President or Vice President to join the iCapital Solutions team. This role will assist with ongoing relationship management and business development for existing GP clients, prospect new clients within the Asset Management arena, and provide general support to the GP client coverage team. Responsibilities - Strategic Relationship Management: - Assist in day-to-day management of existing GP client relationships. - Responsible for but not limited to responding to ad hoc requests, assisting with platform demos and training, tracking meeting requests, managing weekly agendas, and follow-up deliverables, etc. - Educate existing clients on new firmwide developments relevant for their business (e.g., platform enhancements, new features and offerings, corporate developments, etc.). - Cultivate a list of prospective clients and assist relationship managers with pitching new business, including the preparation of RFPs; Develop and manage 3-4 key relationships overtime. - Work collaboratively with internal and external cross-functional teams on fund launches, closes, and other strategic initiatives. - Develop presentation materials and analysis for client meetings and projects. - iCapital Solutions team strategy: - Collaborate with the iCapital Solutions team and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing. - Manage and lead internal projects and develop framework and process for ongoing GP client coverage team management. - Develop presentations and analysis for internal

Platform Partnerships, Custodian Relationship Management - Vice President / Senior Vice President New York, New York, United States About the Role iCapital is looking to hire a Vice President or Senior Vice President to join the iCapital Solutions team, specifically focused on relationship management among the service providers of the company's largest asset and wealth management clients. This position will play a key role in assisting with the management, development, and maintenance of existing custodian partnerships, as well as working to expand these relationships and develop connectivity with new custodian partners. Additionally, this hire will work closely with other senior members of the Platform Partnerships team and internal stakeholders. This is a critical, technical role, focusing on the delivery and ongoing support of iCapital's full suite of technology solutions, spanning alternatives and structured investments, to the independent wealth channel and enterprise partners. This individual will be responsible for developing and executing the company's strategy in establishing strategic partnerships that extend access to and further embed iCapital as part of the Wealth Management ecosystem. Responsibilities - Lead the development and execution of the strategic business plan for operational coverage of the largest custodial service providers. - Serve as a key relationship stakeholder for the management of these relationships, integration and execution of partnership proposals. - Develop and maintain successful working relationships with senior leaders and promote mutually beneficial relationships between partners and the organization. - Collaborate with all appropriate parties to ensure effective execution of goals and initiatives. - Work with

m+ ETF Sales Specialist - Associate / Assistant Vice President New York, New York, United States About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments m+ ETF Distribution team to focus on sales in the Western region. This high-performing leader will oversee all aspects of selling the ETF strategies to financial professionals, primarily in the RIA and IBD space. This role will report to the m+ funds Division Leader and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships. Responsibilities - Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. - Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. - Educate advisors on the merits of m+ ETFs as part of client portfolios. - Onboard new clients to iCapital's best-in-class network to support business growth. - Travel regularly in the market to meet with advisors and clients to support new and existing business. - Utilize contact management systems to capture information, schedule follow up activities and manage pipeline. - Collaborate with the Marketing team on email campaigns, webinars, and industry events. - Collect and maintain competitor analysis. Qualifications - 2-5+ years of experience working within the investment industry in a client facing capacity (i.e. external wholesaler, internal wholesaler, relationship manager, product

m+ ETF Sales Specialist - Assistant Vice President / Vice President New York, New York, United States About the Role iCapital is looking to hire a Assistant Vice President or Vice President to join the new m+ ETF Distribution team responsible for growing assets under management (AUM) by promoting and distributing the firm's new ETF lineup to financial advisors, RIAs, Broker Dealers, and TAMP platforms. This role sits at the intersection of capital markets, portfolio construction, and relationship management. This high-performing leader will report to the m+ funds Division Manager and will work on a team of professionals who are making an impact at iCapital. This individual is strategic, entrepreneurial, hands-on, and able to manage multiple clients, while developing new relationships. Responsibilities - Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. - Onboard new clients, through existing wealth management home office relationships, to iCapital's best-in-class network. - Work with other Sales teams within iCapital to expand the reach of m+ ETFs within the iCapital ecosystem. - Educate advisors on the merits of m+ ETFs as part of client portfolios. - Travel regularly in the market to meet with advisors and clients to support new and existing business. - Utilize contact management system to capture information, schedule follow up activities and manage pipeline. - Collaborate with the Marketing team on email campaigns, webinars, industry events, etc. - Collect and maintain competitor analysis. Qualifications - 7+ years of experience working within the investment

Canadian Alternatives Distribution, Western Canada - Vice President Remote - Canada About the Role iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Western Canada region. As a senior sales leader, this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers, investment advisors, family offices, and private wealth platforms. This role sits within iCapital's Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement, scaling the distribution footprint, and contributing to the continued growth of the alternative's ecosystem in Canada. Responsibilities - Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies. - Develop and execute a proactive regional coverage plan to expand iCapital's presence among advisors and dealer platforms. - Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service. - Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios. - Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics). - Lead onboarding and engagement of new advisor relationships onto iCapital's platform to facilitate product access and adoption. - Collaborate across iCapital's stakeholders position the firm's value proposition and service offerings effectively. - Represent iCapital at regional and national industry events, conferences, and advisor seminars. - Maintain a high level of professionalism and market presence as one of the senior external faces of the

Canadian Alternatives Distribution, Eastern Canada - Vice President Remote - Canada About the Role iCapital is seeking a high performing Vice President, Alternatives Distribution to lead sales coverage for the Eastern Canada region. As a senior sales leader, this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers, investment advisors, family offices, and private wealth platforms. This role sits within iCapital's Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement, scaling the distribution footprint, and contributing to the continued growth of the alternative's ecosystem in Canada. Responsibilities - Build deep expertise across a curated offering of private credit, private equity, real estate, infrastructure, and hedge fund strategies. - Develop and execute a proactive regional coverage plan to expand iCapital's presence among advisors and dealer platforms. - Use a consultative sales approach to acquire new relationships, expand existing accounts, and provide exceptional ongoing client service. - Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios. - Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation, territory optimization, investor base analytics). - Lead onboarding and engagement of new advisor relationships onto iCapital's platform to facilitate product access and adoption. - Collaborate across iCapital's stakeholders position the firm's value proposition and service offerings effectively. - Represent iCapital at regional and national industry events, conferences, and advisor seminars. - Maintain a high level of professionalism and market presence as one of the senior external faces of the

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

International Client Solutions - Senior Vice President US FL - Miami About the Role iCapital is hiring a Senior Vice President to join our International Client Solutions team to focus on the expansion of international clients, particularly in Latin America. This individual will prospect new clients within the Asset Management and Wealth Management industries, maintain ongoing relationships with current clients, and provide support to the internal Enterprise and International teams located in the US and abroad. Responsibilities - Strategic International Client Solutions: - Lead strategic business development with key asset and wealth management clients doing business internationally, with a strong focus on Latin America and US offshore. - Source and develop new relationships with senior leadership at asset and wealth managers in the LATAM and US Offshore markets and support other iCapital relationship managers with similar clients located in the United States with ambitions to grow their business internationally. - Mentor and provide guidance to junior team members who are responsible for the day to day management of client accounts. - Client Solutions and International team strategy: - Collaborate with the Head of International Client Solutions, Head of iCapital International, other relationship managers, and senior executives across the company to drive tactical and strategic initiatives with regards to sales strategy, business development, CRM technology, and Marketing. - Manage and lead internal projects and develop framework and process for ongoing team management. - Develop presentations and analysis for internal meetings and projects. Qualifications - 15+ years of experience in a business

Corporate Accounting - Associate Lisbon, Portugal About the Role iCapital is seeking a skilled and dynamic individual to join our Revenue Control team within the Corporate Finance organization. This is a unique opportunity to be a key player in shaping the future of iCapital as we continue to scale and expand into new areas. This individual's impact will resonate across various financial activities, from accounting and reporting for revenue on various products, to streamlining processes and driving scalability across the Corporate Finance team, and among other key stakeholders. This role will involve various responsibilities including month-end close duties, revenue, accounts receivable, treasury management, and financial reporting, as well as ad hoc projects and analyses. Responsibilities - Revenue Oversight: - Perform revenue calculations and controls for various product lines across iCapital, including technology solutions, alternative investments, and structured investments. - Ensure precision in monthly and quarterly revenue estimates and actuals, providing insightful analyses of variances. - Foster a culture of financial excellence by collaborating with client relationship managers, Fund Finance teams, finance leadership, and external client contacts. - Review legal agreements and other key documents and understand relevant economic terms as they relate to revenue and reporting and apply that understanding to revenue calculations. - Book monthly revenue cash and estimates; maintain roll‑forward workpapers. - Assist with fund invoicing (e.g., GP fees) and passthrough trail payments. - Contribute to processes for differing billing cycles, fee calculations, and external data sources. - Support revenue tracking, processing, booking, and reporting. - Month-End Close:

Private Capital Fund Finance - Associate Toronto, Ontario, Canada About the Role iCapital is looking for the ideal candidate to join the Fund Finance team. This role will be part of our Accounting team which services a fast-growing sector of the business. This position will be responsible for servicing hedge and private equity fund of fund and access fund vehicles (the “funds”) in conjunction with third-party administrators. The ideal candidate will learn and work in a team that covers all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables. Responsibilities - Build and maintain relationships with clients, both distributors and underlying fund managers, fund administrators, and other service providers. - Work closely with other iCapital internal teams such as Fund Origination, Investor Relations, Legal, Regulatory and Compliance, Technology, Sales, and Marketing to support ongoing fund operations. - Provide review and control function for NAV packages, capital events, and management fee calculations provided by the fund administrator. - Monitor cash positions and liquidity of investments, review cash reconciliations, and manage cash reserves. - Run accounts payable and expense allocation processes. - Maintain investor and investment data in the iCapital platform using proprietary technology tools. - Define, update, and maintain operating policies and procedures. - Liaise with funds' custodians and funds' banks, as well as other counterparties as needed. - Fulfill ad-hoc requests. Qualifications - Bachelor's degree in Accounting, Finance or Economics - Interest in learning fund accounting, fund administration, or finance

Backend Engineer - Assistant Vice President Salt Lake City, Utah, United States About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are highly performant and intuitive. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job-with support from management and mentors. Responsibilities - Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. - Unit and integration test development using Scala Test and ZIO Test - Active participation in stand-up meetings - Active participation in Peer Code Reviews as part of our standard SDLC and Change Management Process Qualifications - Degree in Software Engineering - 5+ years of web-based application development - Experience in Scala, Node.js or Java a plus - Demonstrated understanding of relational or NoSQL database concepts and modeling practices - Passion for actively learning new technologies - Ability

Senior Backend Engineer - Senior Vice President New York, New York, United States About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineering manager that can lead the medium to large software engineering team through SDLC process and is comfortable operating in large scale organization with many cross-team dependencies. More than checking the boxes on specific technologies, we are looking for driven team members with technical depth and a desire to deliver end products for our clients. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found via testing. Our platform sits on top of a micro-services architecture with services built in Scala, Ruby, Node.js and Python. If you are not already familiar with the technologies used at iCapital, you will have the opportunity to pick up these new tools and technologies while on the job-with support from management and mentors. Responsibilities - Building cloud native services using Scala using open-source frameworks Akka, ZIO etc. - Lead the direction and development of the firm's go-to-market strategy. - Develop new and existing relationships with investment banks, third-party distributors, and distribution partners to develop the product category for the firm. - Work with internal technical partners to create a product offering that meets the needs of our clients. - Lead platform and system demonstrations for new prospects, lead responses to

Fund Origination - Vice President New York, New York, United States About the Role iCapital is looking to hire a Fund Origination Vice President to support its growing alternative investments feeder fund business. This role will report into a Senior Vice President on the Fund Origination team. This individual will focus on new product development, product structuring, manager onboarding and fund lifecycle management. This role will be responsible for leading and helping manage the onboarding and product lifecycle of various alternative investment vehicles across structures and asset classes prevalent in the market. Primarily, these will be funds created to invest into or alongside specified 3rd-party alternative asset managers “feeder” or “conduit” funds for the wealth management channel. This team stands at the heart of iCapital's growth into new markets and fund structures. Responsibilities - Lead and proactively manage the structuring and execution of fund origination initiatives from concept through launch. - Drive cross‑functional coordination to ensure timely, efficient, and successful fund launches. - Partner with asset managers and wealth managers to structure and launch funds aligned with client, regulatory, and commercial requirements. - Oversee and support the development of marketing materials. - Coordinate closely with internal Legal and Compliance teams to obtain required reviews and approvals. - Lead the preparation and coordination of materials related to new fund approvals and new fund launches. - Drive product management decisions for funds currently on our menu. - Leverage experience to help shape iCapital's service offerings across multiple fund structures. - Support ad

Structured Investments Distribution - Analyst Toronto, Ontario, Canada About the Role iCapital is looking to hire an Analyst to join the Structured Investments team to focus on sales support. This position will work cross-functionally and closely with vendors and clients. Responsibilities - Conduct calls to set appointments for licensed sales professionals. - Learn iCapital products and prepare to effectively communicate the objectives, risks, features, and benefits of these products. - Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. - Make 50+ outbound calls per day. - Learn financial markets and portfolio strategies. - Assist senior sales professionals within assigned territory. - Effectively partner with the external wholesaler and the regional distribution team. - Utilize contact management systems to capture information and schedule follow up activities. - Prepare for and pass necessary licenses. Qualifications - Bachelor's Degree - 0-2 years of relevant experience - Sales and client service experience, within financial services industry is a plus - Excellent relationship, follow-up, and communication skills - General knowledge of the financial services industry - Motivated, mature, trustworthy, and a team player - Highly organized and able to prioritize in a fast-paced environment - Knowledge of private markets, structured products, and options is a plus - Series 7, 63 and SIE (FINRA) licenses or candidate must obtain licenses within 4 months of hire date Benefits iCapital offers a compensation package which includes salary and equity for all full-time employees. This role is eligible for comission. Employees also

Technology Data Solutions Engineer - Vice President Lisbon, Portugal About the Role The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. You will work closely with our Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found in manual test efforts. Responsibilities - Web application development in Typescript as front end and Python as a backend. - Strong grasp of system design, architecture, and trade-offs. Able to mentor junior engineers effectively. - Participate in architecture reviews and technical design. - Active participation in daily stand-up meetings - Active participation in Peer Code Reviews as part of our standard SDLC and Change Candidate Profile - 10+ years software engineering experience building enterprise SaaS cloud-based solutions - 7+ years of Python development experience - 7+ years of hands-on experience with Typescript - Technical leadership/management experience is a plus - Demonstrated understanding of relational database concepts and modeling practices. - Familiarity with cloud-based technologies - K8S, AWS etc. - Ability to work in an Agile / Kanban methodology - Ability to work independently or as part of a group effort, as required - Solid problem-solving ability - Excellent communication skills - Collaborative approach to software development We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office four days, with the flexibility to work remotely one day (Friday). Benefits iCapital

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

Microsoft Dynamics Architect - Vice President / Senior Vice President Greenwich, Connecticut, United States; New York, New York, United States About the Role iCapital is looking for a visionary Platform Architect who doesn't just design systems, they shape how an enterprise operates at scale. This role will own the end-to-end architecture, launch, and evolution of Microsoft Dynamics 365 across iCapital, driving real business outcomes at the intersection of technology, operations, and client experience. This is a high-impact leadership position where this individual will set the strategic direction, build scalable foundations, and influence how hundreds of users and clients interact with iCapital globally. Responsibilities - Develop and execute a comprehensive, long-term strategy for the Dynamics platform to drive client satisfaction, achieve global adoption, and maximize agent success. - Oversee solution design for new implementations and major enhancements; establish integration patterns with SaaS platforms and internal systems. - Own and enforce governance standards for Dynamics customization and security. Maintain a thorough understanding of evolving global data privacy and protection regulations, ensuring the platform remains compliant and aligned with industry standards across all operating regions. - Ensure performance tuning, resiliency planning, and high availability across all environments. - Influence product feature prioritization by articulating customer context, business impact, and strategic importance to senior leadership. - Serve as the primary liaison for strategic vendor relationships, including Microsoft and Avanade. - Evaluate and integrate advanced AI tools and frameworks to accelerate development and deployment. Contribute to the development of internal libraries, best practices, and reusable

Private Capital Fund Finance - Analyst Salt Lake City, Utah, United States About the Role iCapital is looking for the ideal candidate to join the Fund Finance team. This role will be part of our Accounting team which services a fast-growing sector of the business. This position will be responsible for servicing hedge and private equity fund of fund and access fund vehicles (the “funds”) in conjunction with third-party administrators. The ideal candidate will learn and work in a team that covers all fund accounting and financial reporting to investors, including capital activity, partner capital statements, annual audited financials, and tax deliverables. Responsibilities - Build and maintain relationships with clients, both distributors and underlying fund managers, fund administrators, and other service providers. - Work closely with other iCapital internal teams such as Fund Origination, Investor Relations, Legal, Regulatory and Compliance, Technology, Sales, and Marketing to support ongoing fund operations. - Provide review and control function for NAV packages, capital events, and management fee calculations provided by the fund administrator. - Monitor cash positions and liquidity of investments, review cash reconciliations, and manage cash reserves. - Run accounts payable and expense allocation processes. - Maintain investor and investment data in the iCapital platform using proprietary technology tools. - Define, update, and maintain operating policies and procedures. - Liaise with funds' custodians and funds' banks, as well as other counterparties as needed. - Fulfill ad-hoc requests. Qualifications - Bachelor's degree in Accounting, Finance or Economics - Interest in learning fund accounting, fund

Corporate Development and Strategy - Vice President / Senior Vice President New York, New York, United States About the Role iCapital is seeking an experienced and dynamic Vice President or Senior Vice President to join the Corporate Development and Strategy team. This role will be instrumental in driving iCapital's long-term growth across the wealth and alternatives ecosystem by leading the evaluation, planning, and execution of both organic and inorganic strategic initiatives. This individual will work directly with senior leadership across the organization and will help shape iCapital's strategic direction and provide leverage by driving cross‑functional alignment, accountability, and momentum to ensure successful implementation of key initiatives. Responsibilities - Conduct in-depth strategic research, synthesize findings, and present actionable recommendations on new business opportunities to senior leadership. - Lead rigorous, data-driven analysis (both quantitative and qualitative) to inform and shape Corporate Development and Strategy recommendations. - Incorporate approved AI and automation tools into day‑to‑day workflows to improve the speed, quality, and scalability of strategic analysis, diligence, and execution. - Source and evaluate strategic opportunities proactively, including partnerships, minority investments, and selective acquisitions aligned with the company's long-term goals. - Lead key aspects of the due diligence process for select strategic transactions, managing multiple workstreams to ensure thorough analysis and informed decision-making. - Work closely with external counterparties and internal stakeholders to advance strategic opportunities from initial evaluation through transaction or partnership execution. - Foster a center of excellence for external market research, competitive intelligence, industry trends, and potential partnership or acquisition opportunities

Investment Strategy Research, International - Vice President London, England About the Role iCapital is seeking an Assistant Vice President or Vice President to join the Investment Strategy team, focusing on international research across EMEA and APAC markets. This role will partner closely with the Portfolio Management Due Diligence team to deliver actionable insights on global macro trends, public and private markets, and alternative investments. The ideal candidate will combine rigorous analytical skills with the ability to craft high-quality thought leadership content, with strong presentation skills. Responsibilities - Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX, commodities, and private markets with a focus on EMEA and APAC. - Monitor policy developments, capital flows, and secular themes such as energy transition, AI adoption, and regional deglobalization trends. - Produce high-quality thought leadership materials, including white papers, thematic reports, and market outlooks that are tailored to global institutional investors. - Collaborate with the Portfolio Management Due Diligence team and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines. - Support advisor education and client engagement by preparing presentations and market commentary aligned with iCapital's global perspective. - Participate in external-facing activities, including industry events, panels, and client discussions, to represent iCapital's global investment views and research insights. - Research and monitor private equity, private credit, real estate, infrastructure, and hedge fund strategies across international markets. - Build and maintain financial models leveraging Bloomberg Terminal, Excel, and regional data sources for analysis. - Help establish repeatable research

UX Writer - Vice President Salt Lake City, Utah, United States About the Role iCapital is seeking a Senior UX Writer to enhance the user experience across the iCapital platform by crafting clear, engaging, and user-centered content across all products. This role plays a critical part in shaping how users interact with experiences, including AI-driven capabilities, by defining intuitive inputs and ensuring clear, consistent outputs. The ideal candidate will collaborate closely with cross-functional partners, including product leadership, to elevate content standards and ensure users navigate the platform with clarity and confidence. This individual will operate as both a hands-on contributor and a strategic leader, helping to shape and scale the design system content guidelines and governance frameworks while supporting the complexity of a multi-language, multi-currency product environment. Responsibilities - Operate as both a hands-on contributor and a strategic leader. - Create clear, consistent, and user-centered content that guides clients through complex application workflows, subscription and onboarding journeys. - Drive content design leadership by shaping and evolving iCapital design system writing style guides, reusable patterns, and governance frameworks to ensure consistent, multi-language and multi-currency experiences across platforms. - Guide content recommendation through design critiques, content reviews, and collaborative workshops. - Ensure all content aligns with accessibility standards, regulatory guidelines, and plain-language best practices. - Manage multiple priorities and deliver high-quality content solutions. - Collaborate cross-functionally with the UX, Product, Legal and Compliance teams and business stakeholders to translate requirements into effective content solutions. Qualifications - 7+ years of experience in UX

International Product Development and Structuring - Associate Toronto, Ontario, Canada About the Role iCapital is seeking an Associate to focus on Canadian feeder fund origination for hedge funds and private market offerings. This role is within the Client Success department and will report to a Senior Vice President on the Fund Origination team. This individual will work with the team who is responsible for new product development, product structuring, manager onboarding, and fund lifecycle management. This role will be responsible for supporting the product lifecycle management of various alternative investment vehicles focusing on hedge funds, private equity, and other investment structures. This includes executing processes related to adding new funds to the platform, support of regular meetings and preparing reports, presentations, and fact cards. This team stands at the heart of iCapital's growth into new markets and fund structures and this candidate will play an important role in helping develop business plans, managing projects and processes for new strategic initiatives. Responsibilities - Prepare fund marketing materials with the appropriate information, including updates. - Coordinate with the internal Compliance and Legal teams on review and approvals. - Assist with the preparation and coordination of materials related to new fund approvals and new fund launches. - Support projects related to onboarding new funds and working across the organization to assure on-time and successful completion. - Prepare and disseminate project progress notes. - Input and update fund governance details on a regular basis. - Assist in various fund launch activities. - Monitor and

Platform Support - Analyst Salt Lake City, Utah, United States About the Role iCapital is looking to hire an Analyst to join its Platform Technology Support team. The team provides technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company's mission to create a best-in-class user experience. This individual will have a strong client orientation and technical skillset, who is interested in working in a fast-paced, collaborative, and entrepreneurial environment. This position will be responsible for researching, collaborating, and solving technical issues as it relates to iCapital's integrated platform. The ideal candidate will thrive in a collaborative, multi-disciplinary team environment across multiple locations, working in a fast-paced and entrepreneurial setting. Responsibilities - Respond in a timely manner to client inbound support requests and maintain updates during troubleshooting. - Engage in the initial triage of support requests and either resolve or escalate to the appropriate secondary Support team. - Maintain an accurate recording of troubleshooting steps and document knowledgebase articles in the CRM. - Communicate with Client Sales teams on new technical issues and explaining resolutions. - Utilize a variety of technical tools for troubleshooting for API, database, and data retrieval. - Help the support team streamline processes or develop new methods for issue tracking. - Take initiative on assigned support requests and collaborating with engineers from multiple teams to solve problems. - Educate internal departments regarding the best practices to resolve technical issues. - Participate in event driven initiatives related to

Fund Finance, 34 Act Funds - Assistant Vice President Salt Lake City, Utah, United States About the Role iCapital is launching a new, dedicated line of business to provide a comprehensive, end-to-end solution for a sophisticated and rapidly growing fund structure, the '34 Act Registered Fund'. This innovative structure allows the General Partner (GP) clients to access the high-net-worth market at scale, and the service model allows them to do so efficiently by relying on operational expertise. The Fund Finance team is the operational engine at the heart of this new business line. iCapital is seeking a meticulous and driven Assistant Vice President to execute the critical accounting, valuation, and reporting functions for these funds. This individual will be responsible for the integrity of the fund's financial data, including the daily review of its portfolio. This role offers a unique opportunity to gain deep expertise in a complex, high-growth product, work directly with public reporting and be a key part of the team that ensures the accuracy and timeliness of the information we provide to clients and their investors. Responsibilities - Perform detailed reviews of the monthly NAV packages prepared by third-party fund administrators. - Reconcile cash, positions, and activity between the administrator and custodian. - Validate portfolio valuations to ensure they align with data provided by the GP and their independent valuation advisor. - Recalculate management and incentive fees to verify accuracy. - Review and approve fund-level expense payments and accruals. - Assist in the preparation and review of