Junior Portfolio Manager, iDPE - Assistant Vice President

iCapital • Greenwich, CT

47d • $140,000 - $175,000 • Hybrid

About The Position

iCapital’s rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant 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

• 4-5 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 a 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

• The base salary range for this role is $140,000 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, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
• 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 on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees