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Full-Time

Operational Due Diligence Lead – Senior Vice President

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$175k - $225kAnnually

+ Equity + Bonus

Expert

New York, NY, USA

Category
Investment Banking
Risk Management
Finance & Banking
Required Skills
Communications
Management
Requirements
  • Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred
  • 10-15 years of experience in operational due diligence, risk management, internal audit, or a related field within the investment industry
  • Strong analytical and problem-solving skills with the ability to synthesize complex information
  • Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively
  • Exceptional attention to detail and a commitment to delivering high-quality work
  • Proven project management skills, with the ability to manage multiple projects and meet tight deadlines
  • Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders
Responsibilities
  • Conduct and oversee comprehensive operational due diligence on investment opportunities, including site visits, interviews, and detailed analysis of operational processes.
  • Identify, evaluate, and mitigate operational risks associated with potential and existing investments.
  • Prepare and present detailed due diligence reports, summarizing findings and providing recommendations to the investment committee.
  • Monitor the operational performance of portfolio companies on a regular basis to ensure compliance with established standards and identify any emerging risks.
  • Work closely with investment teams, legal, compliance, and other stakeholders to ensure a holistic approach to due diligence and risk management.
  • Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management.
  • Mentor and train junior team members, fostering a culture of continuous improvement and professional development.

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios and seek higher returns. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They generate revenue through various fees based on the assets managed or invested through their platform. What sets iCapital apart from competitors is their focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments.

Company Stage

Series C

Total Funding

$717.3M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

20%

1 year growth

26%

2 year growth

46%
Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnerships with firms like Blue Owl Capital, Endowus, and Ardian expand iCapital's reach and enhance its service offerings.
  • The acquisition of Mirador and the exclusive partnership with Unicorn Strategic Partners demonstrate iCapital's commitment to growth and market penetration.
  • iCapital's focus on user experience and seamless navigation of the alternative investment landscape ensures high client satisfaction and retention.

What critics are saying

  • The niche focus on alternative investments may limit iCapital's market appeal compared to more diversified financial service providers.
  • Integration challenges from acquisitions and partnerships could disrupt operations and affect service quality.

What makes iCapital Network unique

  • iCapital Network specializes in alternative investments, providing a curated selection of private equity, hedge funds, and real estate opportunities, unlike traditional financial service providers.
  • Their platform simplifies the complex process of investing in alternatives, making it more accessible and efficient for high net worth individuals and their advisors.
  • iCapital's strong emphasis on education and comprehensive support helps clients understand the benefits and risks associated with alternative investments, setting them apart from competitors.

Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave