Junior Portfolio Manager, iDPE - Vice President

iCapital • New York, NY

3h • Hybrid

About The Position

iCapital’s rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.

Requirements

• 6+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
• Excellent written and verbal communication skills
• High accuracy and attention to detail
• Able to problem-solve and make logical business recommendations in a fast-paced environment
• Professional demeanor with an entrepreneurial attitude and strong sense of ownership

Responsibilities

• Perform due diligence on private companies and their industries alongside senior team members.
• Prepare investment memoranda.
• Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
• Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
• Support external communications regarding the Fund, including engagement with prospective and existing investors.
• Track market trends, competitor activity, and industry developments.
• Create business development presentations as required.

Benefits

• A compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
• An employer matched retirement plan.
• Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).

What This Job Offers

• Job Type: Full-time
• Career Level: Senior
• Education Level: No Education Listed
• Number of Employees: 501-1,000 employees