Junior Portfolio Manager iDPC, Associate

iCapital • Greenwich, CT

168d • $100,000 - $130,000

About The Position

iCapital is seeking an Associate to join the Portfolio Management team. The investment professional will play an integral role in supporting the growth of both our evergreen registered fund business and our Direct Private Investment program.

Requirements

• Strong academic credentials and a demonstrated track record of successful work experience
• 2-4 years of post-undergrad investing/leveraged finance experience with an investment management firm, investment banking, private equity/private credit firm
• Strong analytical and modeling capabilities with a fundamental driven approach to investing
• Able to work collaboratively in team environments and strong relationship-building skills
• Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions
• Proficient in managing multiple projects simultaneously and meet deadlines
• Knowledge of the legal aspects of credit transactions and able to assess credit risk
• Able to produce high-quality work with a focus on accuracy and thoroughness.

Responsibilities

• Help prepare investment memos and other relevant analyses to assist in the closing of transactions.
• Monitor the performance of existing investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required.
• Develop and maintain financial models and analyses to assess the creditworthiness of potential borrowers and the performance of portfolio companies.
• Monitor market trends, competitor activity, and industry developments.
• Prepare reports and presentations for investors and other stakeholders.
• Work closely with the Legal, Compliance, Operations, and other teams to ensure smooth transaction, execution and portfolio management.
• Ensure adherence to regulatory requirements and internal policies.

Benefits

• The base salary range for this role is $100,000 to $130,000.
• iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
• Employees receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees