Icapital jobs

Private Markets Monitoring - Vice President New York, New York, United States About the Role iCapital is looking to hire a Vice President to join the Fund Monitoring team. This role is responsible for overseeing the monitoring and analysis of feeder and underlying fund performance across iCapital's private market offerings, including private equity, private credit, and real assets. The individual will deliver investment updates to internal and external stakeholders, engage directly with fund managers, and support other initiatives such as secondary sales and investment oversight decisions. Responsibilities - Lead monitoring and analysis of underlying fund performance across iCapital's private equity, private credit, and real asset offerings. - Prepare and deliver clear, executive-level call summaries, investment updates, and talking points for internal and client-facing stakeholders. - Keep track of broader macro developments and trends through regular engagement with iCapital's fund managers. - Represent iCapital at Annual General Meetings (AGMs) and other conferences. - Act as subject matter expert on fund portfolio and performance for internal and external audiences. - Prepare performance analytics and fund-level financial modeling. - Partner closely with the Governance team to support initiatives such as secondary sales and investment oversight decisions. - Mentor junior team members, providing guidance on analysis, communication, and professional development as the function scales. Qualifications - Bachelor's degree is required - 8-10+ years of relevant experience within private markets, investment banking, asset management, or investment consulting - Progress toward or completion of CFA or CAIA is preferred - Experience in financial analysis and modeling

Full Stack Engineer - Assistant Vice President New York, New York, United States 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 React as front end and Ruby on Rails 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 Qualifications - 5+ years software engineering experience building enterprise SaaS cloud-based solutions - 4+ years of Ruby on Rails development experience - 4+ years of hands-on experience with modern JS frameworks such as React - 4+ years of front end and back-end test automation development using RSpec, Cucumber or similar - 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 Benefits The base salary range for

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

Enterprise Initiatives and Governance - Assistant Vice President / Vice President New York, New York, United States About the Role iCapital is seeking a highly analytical and execution-oriented Assistant Vice President or Vice President to help shape and run the firm's enterprise initiatives and corporate governance agenda, serving as a Chief of Staff-style partner to senior leadership and supporting the Management Committee and Operating Committee. This role is central to strengthening the firm's executive operating cadence, improving decision quality and velocity, clarifying enterprise priorities, and driving accountable follow-through. Operating at the intersection of strategy, analytics, and execution, the role partners closely with senior executives to translate strategic objectives into outcomes, elevate the issues that matter most, and ensure cross-functional alignment in a fast-paced environment. Responsibilities - Own the end-to-end operating rhythm for the Management Committee and Operating Committee shaping agendas and pre-reads, driving decision capture, and ensuring disciplined follow-through on priorities and commitments. - Strengthen governance for the Pricing and New Activities Committee by setting the review cadence, improving decision frameworks, and translating outcomes into clear actions and accountability. - Produce executive-ready analyses and insights that inform enterprise-level decisions, resource allocation, and operational performance. - Lead executive communications and information flow (executive reading, dashboards, calendars, weekly agendas, CEO updates, and special projects) to ensure leaders have the right inputs at the right time. - Design and facilitate leadership forums and committee meetings to drive alignment, surface risks and tradeoffs, and accelerate decision-making. - Conduct deep dives on business performance, KPIs,

Chief Risk Officer - Managing Director New York, New York, United States The Chief Risk Officer (CRO) is a newly created role, as we establish a formal second line of defense, bringing Regulatory & Compliance, Enterprise Risk & Governance and Safety, Resilience & Incident Management together under one risk structure. The successful candidate will be a key member of iCapital's Performance and Risk Management team, accountable for the enterprise-wide risk management, regulatory compliance, and safety and resilience programs of the firm. This leader will oversee the integration of regulatory and compliance functions with a comprehensive enterprise risk management framework, ensuring iCapital continues to operate with strong governance, disciplined risk oversight, and regulatory credibility as the business scales globally. Reporting directly to the Chief Financial Officer, the CRO will partner closely with executive leadership, the Board, and Board‑level Audit & Risk Management Committee to proactively identify, assess, and manage risk across iCapital's global platform. This role is critical to iCapital's continued growth, requiring a seasoned executive with deep expertise in alternative investments, complex regulatory environments, and enterprise risk management. The CRO will oversee the administrative and strategic activities of the teams responsible for regulatory compliance, risk management, controls, and resilience, while serving as a trusted advisor to senior leadership. Responsibilities: Regulatory & Compliance Oversight and Execution - Global Regulatory Strategy: Oversee regulatory compliance across iCapital's global footprint, including U.S., Canada, UK, Europe, and APAC jurisdictions, and support expansion into new regulated markets. - Alternatives & Structured Products: Provide leadership on regulatory

Artificial intelligence Engineer - Vice President New York, New York, United States About the Role iCapital is seeking a Vice President Artificial Intelligence Engineer to lead the design, development, and delivery of production-grade AI systems that drive measurable business outcomes across the firm. This role is ideal for a seasoned engineer with a track record of shipping complex AI systems end-to-end and someone who combines deep technical expertise with strong cross-functional partnership, architectural judgment, and able to operate as a force multiplier for the team. This individual will own key workstreams and serve as a technical leader, driving system design, mentoring engineers, partnering directly with business stakeholders, and ensuring that AI capabilities are built to production-grade standards of reliability, scalability, and measurability. This role is expected to bring independent judgment on technical approach, a bias toward delivery, and able to translate ambiguous business needs into well-scoped, well-executed solutions. Responsibilities - Lead the architecture and delivery of production AI systems, including document intelligence (IDP), intelligent knowledge systems, and agentic orchestration, to power internal and external workflow automation at scale. - Own AI projects end-to-end, from problem scoping and stakeholder alignment through solution design, implementation, deployment, monitoring, and continuous improvement, delivering tangible business outcomes with a track record of consistent, high-quality delivery. - Drive technical design and architectural decisions for the team, including API design, system decomposition, evaluation strategy, and infrastructure patterns, establishing standards that raise the quality bar across the AI/ML platform. - Architect and champion robust evaluation frameworks for AI

EMEA Legal Counsel - Assistant Vice President London, England About the role iCapital is hiring an Associate Vice President, EMEA Legal Counsel to join its International Legal Team and work with the broader iCapital team in EMEA. The focus will include representing private funds sponsored in EMEA (predominantly Luxembourg- and Cayman-domiciled funds) on a wide spectrum of matters including fund formation, marketing, structuring and distribution matters. The ideal candidate should have experience in drafting and negotiating fund documents, side letters, placement agreements and related fund materials, and have the capability of workshopping and ultimately launching new fund structures and strategic initiatives at iCapital. The candidate will work closely with the broader International Legal team, as well as the Client Solutions, Product Development and Structuring, Regulatory & Compliance and other operational teams at iCapital. This is a unique opportunity to work with a dynamic team and meaningfully contribute to the expansion of a growing business. Responsibilities - Draft and negotiate various agreements with counterparties including many of the world's largest and most sophisticated fund managers and leading distribution agents - Draft and review private fund offering materials, partnership agreements and related private fund legal documentation - Coordinate with outside legal counsel with respect to a variety of issues including regulatory, corporate and fund investment work - Engage in, solution and execute on new initiatives, structures and business lines as the company grows and evolves - Drive legal projects with on-time and on-budget results Candidate Profile - Desire to work at a

Client Success Manager - Associate Salt Lake City, Utah, United States About the Role iCapital is seeking an Associate to join the Onboarding Solutions team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring the delivery of exceptional experiences to iCapital clients and partners. This individual will become an expert and advisor on the iCapital platform while striving for operational excellence. The ideal candidate is proactive, intellectually curious, and service oriented. This highly collaborative role requires the ability to partner cross-functionally to continuously improve and optimize operational processes. Responsibilities - Ensure client engagements are successful for clients, their investors, lawyers, and fund administrators. - Own the client relationship from the sales hand-off through go-live and beyond. - Seek and synthesize customer feedback to inform product and process improvements. - Identify risks, gaps, or delays in onboarding and drive resolution proactively. - Understand complex legal and operational requirements and translate those into clear, actionable workflows for the Onboarding team. - Manage timelines, expectations, and communication across internal teams and external stakeholders. - Drive accountability across clients and internal partners to keep projects on track. - Act as a trusted advisor to clients, guiding them through best practices and platform capabilities. Qualifications - 2-5 years of experience as a client success manager, managing client relationships and owning a book of business - Basic understanding of fund formation processes - Familiar with APIs and SFTP workflows - Exceptionally detail-oriented when managing VIP and Enterprise

Financial Crimes Compliance Manager - Vice President Greenwich, Connecticut, United States About the Role iCapital is looking for a Vice President candidate to join its Regulatory and Compliance team to work with senior members of the Compliance team. The candidate will be responsible for ensuring compliance with AML regulatory requirements within the United States and other iCapital regions. Responsibilities - Review ad-hoc requests from iCapital stakeholders to ensure compliance with AML regulations. - Oversee third party reliance testing and monitoring. - Review high-risk escalations to provide recommendations to senior members of the Compliance team. - Coordinate with regulators and auditors through routine examinations. - Investigate unusual and suspicious activity, recommending SAR filings to the SAR Committee. - Complete AML and KYC Due Diligence Questionnaires. - Review escalations from the international Compliance team. Qualifications - 10-15 years of experience, preferably with financial institution, broker dealer and registered investment adviser experience focusing primarily on AML, CFT and Sanctions compliance - Expertise of the Investment Company Act of 1940, Securities Act of 1933 and Cayman Islands Anti-Money Laundering Regulations - AML and KYC knowledge of regulatory requirements for private fund investors - ACAMS certification - JD is a plus Benefits The base salary range for this role is $150,000 to $175,000. 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,

Technology Data Solutions Engineer - Assistant Vice President Salt Lake City, Utah, United States About the Role iCapital is looking to hire a Full Stack Engineer Assistant Vice President to join the Post-Investment Technology team. This role will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. This individual will partner closely with the Product Management team throughout the software development process, detailing requirements, reviewing work in progress, and addressing issues found in manual test efforts. Responsibilities - Develop web applications using TypeScript for the front end and Python for the back end. - Demonstrate a strong grasp of system design, architecture, and trade-offs while mentoring junior engineers. - Participate in architecture reviews and technical design discussions. - Contribute to daily stand-up meetings. - Engage in peer code reviews as part of the standard SDLC and change management processes. Qualifications - 7+ years of software engineering experience building enterprise SaaS cloud-based solutions - 5+ years of Python development experience - 5+ years of hands-on experience with Typescript - Technical leadership and management experience is a plus - Demonstrated understanding of relational database concepts and modeling practices - Familiar with cloud-based technologies (i.e. K8S and AWS) - Able to work in an Agile or Kanban methodology - Able to work independently or as part of a group effort, as required - Strong problem-solving ability - Excellent communication skills - Collaborative approach to software development Benefits The base salary range for this role is

Software Engineer - Assistant Vice President Salt Lake City, Utah, United States Full Stack Engineer 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 React as front end and Python/Django 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 - 5+ years software engineering experience building enterprise SaaS cloud-based solutions - 3+ years of Python/Django development experience - 3+ years of hands-on experience with modern JS frameworks such as React - 2+ years of front end and back-end test automation development using RSpec, Cucumber or similar - Technical leadership/management experience is a plus - Demonstrated understanding of relational database concepts and modeling practices. - Familiarity with cloud-based technologies - K8S, GCP/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 Benefits The base salary range for this role is $110,000

Technology Program Manager - Associate / Assistant Vice President New York, New York, United States About the Role iCapital is seeking a Technology Program Manager to partner closely with Engineering and Technology leadership teams to deliver complex, high-impact initiatives across the firm's most critical technology priorities. This role sits at the intersection of strategy and execution, bringing best-in-class program management practices to large-scale, cross-functional initiatives. The team operates in an internal consulting capacity, driving clarity, alignment, and disciplined execution across multi-team programs. This individual will engage across a diverse portfolio including greenfield software development, enterprise vendor implementations, cloud and infrastructure initiatives, data and analytics and machine learning efforts, and broader technology innovation programs. As iCapital continues to scale, the company is increasingly leveraging AI-enabled tools and automation to enhance engineering productivity and program transparency. This role requires comfort operating in an AI-augmented environment, identifying opportunities to use emerging technologies to improve planning, reporting, decision-making, and cross-team coordination. This is a leadership and execution role focused on orchestration, visibility, and delivery excellence; it does not involve hands-on coding or testing. Responsibilities - Lead end-to-end delivery of complex, cross-functional technology programs spanning multiple engineering teams. - Partner with the Engineering teams to define scope, roadmap, milestones, and measurable outcomes. - Establish clear governance, reporting, and risk management practices to ensure transparency and accountability. - Communicate program status, risks, dependencies, and mitigation strategies to senior stakeholders. - Collaborate with Technology leadership to shape forward-looking strategy and execution frameworks. - Drive continuous improvement initiatives

Asset Manager Solutions, EMEA - Associate London, England About the Role iCapital is seeking an Associate for the Asset Manager Solutions EMEA team, based in London, to contribute to the development and execution of iCapital's global strategy in EMEA. The Associate will support the Asset Manager Solutions EMEA team in building and managing relationships with leading alternative asset managers. The role focuses on supporting the onboarding, structuring, and distribution of private market funds on the iCapital platform, working closely with senior coverage professionals and cross‑functional internal teams. This position requires strong analytical skills, attention to detail, and the ability to manage multiple workstreams in a fast‑paced environment. Responsibilities - Work with senior relationship managers in covering and servicing private equity, private credit, and alternative asset managers across EMEA - Assist with the structuring and launch of investment products for distribution through iCapital's platform, including evergreen funds and feeder vehicles - Coordinate closely with internal teams including Legal, Compliance, Product, Operations, and Platform to execute fund onboarding and launches - Prepare presentations and client meeting materials, internal memos, and meeting notes - Manage execution timelines, deliverables, and internal approval processes - Conduct market research and competitive analysis on private markets products and trends - Support business acquisition and ongoing client relationship management and respond to fund‑ and product‑related inquiries Qualifications - 2-5 years of relevant experience in asset management, fund formation, consulting, or financial services - Strong interest in alternative investments and private markets - Understanding of fund structures and investment

Corporate Finance, Strategic Finance - Assistant Vice President Greenwich, Connecticut, United States; New York, New York, United States About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will play a key part in building and scaling the firm's expense financial operating model, partnering with senior leaders to drive greater transparency, discipline, and insight across products, regions, and business units. Sitting at the intersection of Strategic Finance and FP&A, the role focuses on advancing profit center, cost center, and product P&L frameworks that improve decision making and capital allocation The ideal candidate brings structure to complex, evolving environments and can balance strategic design with hands on execution. This is a visible, high impact role for someone motivated by building scalable systems that strengthen financial accountability and support long term growth Responsibilities - Lead the design and implementation of the firm's Target Operating model, including cost centers, product views, and expense frameworks, to create a single source of truth for enterprise profitability and cost management. - Own the end‑to‑end cost center hierarchy strategy, ensuring alignment with how management views and runs the organization across domestic, international, and corporate segments. - Partner closely with senior business leaders, Finance Business Partners, and corporate functions to define service catalogs, service level agreements, and chargeback methodologies for shared services. - Drive the transition from fragmented reporting to scalable, rule‑based expense attribution, improving visibility into direct versus indirect costs, fully loaded P&Ls, and margin by product,

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

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

International Platform Solutions - Assistant Vice President Lisbon, Portugal About the Role iCapital is looking for a talented Assistant Vice President - Platform Solutions to join the International Platform Solutions team in Lisbon. The role encompasses supporting multiple projects focused on technical implementation, client integration, while also addressing the technical and operational needs of all platform offerings. Additionally, you will identify and support the development of custom features for new partners, including designing and implementing unique platform workflows. This role requires strong analytical skills, technical expertise, and the ability to manage complex data workflows. The ideal candidate combines these capabilities with a passion for learning and growth, and thrives in a collaborative, fast-paced, entrepreneurial environment. Responsibilities As an Assistant Vice President - Platform Solutions , you will concurrently support multiple projects and tasks. These tasks may include: - Manage and coordinate small to medium-sized end-to-end projects and participate in larger projects for platform-related initiatives and integrations, from planning through execution and delivery. - Manage and coordinate client meetings, producing status reports and anticipating problems, while establishing a clear communication governance; - Gather business and functional requirements and configure platform settings to answer client needs; - Lead configurations on the platform to achieve client's business outcomes/Target Operating Model; - Coordinate ongoing implementation activities with multiple teams and stakeholders to ensure all business requirements are met with excellence. - Support and guide the definition of clients' workflows and use cases; - Provide support in test cases definition and manage and drive their

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

Application Support Engineer - Associate Greenwich, Connecticut, United States This position does not offer visa sponsorship now or in the future. iCapital is looking to hire an Application Support Engineer, to join a growing Data Support team. This role is primarily related to production support. This individual will be working with customer support using technical troubleshooting skills focusing on SQL and site administration. This role will also get to work with the Product Development and Engineering teams on resolving customer requests and issues that demand technical knowledge. Responsibilities - Perform root cause analysis of production issues by utilizing SQL to analyze data and coordinate with the Production Support and Engineering teams to resolve issues. - Serve as the primary liaison to work cross-functionally with clients, fund administrators, and business groups to manage and rectify data exceptions. - Collaborate with Product Managers to define and implement data projects for existing and new features and workflows. - Develop exception management tools to strengthen data quality control and produce metrics and dashboards to inform stakeholders on prioritizing resolutions. - Define business and technology requirement documents for the Engineering teams to develop new features or to address issues. - Develop an in-depth understanding of organizational data flow and its impact on business processes. - Write test cases and perform UAT to ensure issues are identified and addressed. Qualifications - 3+ years of business analyst or data application support experience within the financial services industry - Bachelor's degree or higher in computer science, business analytics,

Compensation and Equity Operations - Associate Greenwich, Connecticut, United States About the Role iCapital is looking to hire Compensation and Equity Operations Associate to support the administration and day‑to‑day execution of the company's compensation and equity programs. This role focuses on operational support, data accuracy, process coordination, and employee guidance related to equity compensation and core compensation processes. This role works closely with senior Compensation and Equity leaders and cross‑functional partners to ensure programs are delivered accurately, consistently, and in alignment with company guidelines and market practices. Responsibilities - Support the administration of global equity compensation programs, including stock options, Restricted Stock Units (RSUs), and other long term incentive awards, by assisting with grants, vesting schedules, employee inquiries, and data validation. - Maintain accurate equity records and reports, including award status, vesting progress, and basic tax-related data as provided by vendors and internal teams. - Assist with employee-facing equity communications by helping draft FAQs, reference materials, and intranet content that explain equity programs and timelines in clear, accessible language. - Coordinate with external equity administrators and internal partners (Payroll, Finance, HRIS, and Legal teams) to support timely processing of equity-related transactions. - Support compliance activities related to equity programs by preparing data, documentation, and reconciliations required for internal reviews and external filings under guidance from senior team members. - Support annual and off cycle compensation processes, including merit increases, promotions, bonuses, and equity refresh cycles. - Assist with job leveling, job description maintenance, and basic job evaluation activities by gathering

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

Client Delivery, Addepar, Team Lead - Assistant Vice President Stamford, Connecticut, United States About the Role iCapital is looking for a Client Delivery, Team Lead Assistant Vice President who specializes in Addepar. This role will oversee a team of client-facing reporting analysts and associates. This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities - Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. - 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. - Analyze private equity and hedge fund statements for input into system. - Work with clients and partners to resolve data issues. - Develop and strengthen client relationships through client on-boarding, client account setup and training, day-to-day support, and issue management. - Maintain software maintenance and setup through system configuration, new client setup and financial account and asset set-up and classification, data feed management. Create custom reports based on client-specific needs and Liaise with

Alternative Distribution Relationship Manager, Pacific Northwest - Vice President Remote - United States About the Role iCapital is seeking a Senior Client Relationship Manager, Vice President. This individual is responsible for leading sales coverage in the Pacific Northwest region based in Seattle. This role is part of iCapital's Alternatives Distribution Sales team and will report to the Regional Director. The team is responsible for alternative investment product sales and financial advisor education across registered investment advisors, regional and independent broker dealers and bank trust clientele. Responsibilities - Execute a consultative sales process to increase adoption of alternatives with existing and new users and deliver world class service to existing platform asset holders. - Develop sales proficiency across private credit, private equity, real estate, and hedge funds. - Help advisors build better portfolios, have better conversations, and build better businesses. - Regular in-market meetings with advisors, GP partners, and COIs to build trust and better understand market trends and opportunities. Qualifications - 8+ years of experience in the alternative investment industry in a client facing capacity (e.g. external wholesaler, capital raising specialist, client portfolio manager, product specialist) - Self-motivated, client first, adaptable, team player, with a desire to build a sales career with an industry leader - Expertise in RIA, Independent BD or Bank distribution segments - Demonstrated success building a region, using data and CRM to inform decisions, and implementation of a well-defined sales process - Able to sell and provide post sale support for a world-class platform of hedge