iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $152 billion in global client assets invested in 1,210 funds, as of December 2022.

iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 – 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; and a two-time winner of MMI/Barron’s Solutions Provider award (See link below).

About the Role

iCapital is looking for a Business Intelligence and Fund Launch Manager who will work with the Head of Alternatives Distribution and Private Wealth Solutions (PWS) to help manage the day-to-day activities required to maximize the sales of alternative investments. This role will work on projects that create a positive impact for the company’s network of advisors and clients including data analysis, education, marketing, communication, and other projects that relate to the alternative investment’s platform. The role will play an integral part in enhancing the relationships between important Fund Partnerships and iCapital’s distribution team, as well as identifying key sales data and analytics to increase the team’s overall efficiency and sales production.

Responsibilities

• Partner with the Head of Alternatives Distribution to enhance the initial roll out of investment funds to be distributed via the iCapital platform.
• Work with the Heads of Alternatives Distribution and National Accounts to:
  • Cultivate and manage relationships between iCapital’s General Partners and Distribution team members to effectively engage the Private Wealth Community; ultimately maximizing fundraising efforts and closing new business.
  • Implement improvements and facilitate the ongoing monitoring of the investor pipeline and flows into iCapital flagship products.
  • Communicate with Senior Distribution, Due Diligence, and Operational team members to manage existing and future products available on the iCapital Flagship site.
• Compile, analyze, and report sales data to management while providing actionable insights and data to help guide the sales team.
• Collaborate with relationship managers, sales team members, and senior executives across the company to drive tactical and strategic initiatives regarding sales strategy and business development, CRM technology, and marketing.
• Work with iCapital’s Marketing team to help manage the communication and events associated with product launches and help coordinate the delivery of educational and portfolio optimization services available through iCapital.

Qualifications

• 8+ years of experience with alternative investment offerings
• Demonstrated ability to operate in a rapid growth environment
• Strong proficiency in Microsoft Excel, PowerPoint, Salesforce and Tableau or other business intelligence tool
• Able to work with and influence senior executives within iCapital and its outside network of investment firms
• A team player who demonstrates commitment and dedication
• Maintain a positive attitude and high-performance level with demanding and time sensitive initiatives
• Understand complex concepts, determine key risk items, and communicate them clearly and concisely to internal teams, financial advisors, and clients
• Strong verbal and written communication skills
• Experience using technology to leverage branding and information flow to both internal constituents and external partners
• Experience managing numerous, complex projects associated with several investment products and activities associated with fund launches and fundraises

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. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.