Transactional Operations - Summer 2026 Intern

icapitalnetwork • New York, NY

49d • $42 • Onsite

About The Position

Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally-including $272.1 billion in alternative platform assets-we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions. This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what's possible at the intersection of technology and finance. The Transactional Operations team oversees the investor onboarding and transactional operations process. This individual will assist with organizing subscription documents, managing fund closing schedules, and maintaining investor records. This role also involves supporting data cleanup, preparing activity trackers, and collaborating on process improvements.

Requirements

• Highly inquisitive, collaborative, and a creative problem solver
• Possess foundational knowledge of and/or genuine interest in the financial markets
• Able to thrive in a fast-paced environment
• Able to adapt to new responsibilities and manage competing priorities
• Technologically proficient in Microsoft Office (Excel, PowerPoint)
• Strong verbal and written communication skills
• A rising junior or senior in a U.S. college/university bachelor's degree program
• Must be available to work the duration of the program from June 7th through August 8th to be eligible
• Committed to working five days a week in the New York City office for the entire duration of the internship
• Authorized to work in the United States
• We are unable to offer any type of employment-based immigration sponsorship for this program

Responsibilities

• Assist with reviewing and organizing subscription documents for investor onboarding.
• Help track and manage fund closing schedules and related documentation.
• Support account maintenance tasks such as updating investor records and coordinating with internal teams.
• Contribute to data cleanup efforts across investor and fund databases.
• Prepare summaries or trackers for onboarding and transaction activity.
• Collaborate with team members to identify process improvements and support platform updates.

Benefits

• Outings with iCapital team members and fellow interns to build connections and grow your network.
• Corporate culture and volunteer activities in support of the communities where we live and work.
• Rooftop Happy Hours showcasing our impressive views of NYC.

What This Job Offers

• Career Level: Intern
• Industry: Broadcasting and Content Providers