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Full-Time

Proposals Writer

Associate / Assistant Vice President

Posted on 10/2/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Financial Services
Fintech

Compensation Overview

$85k - $140kAnnually

+ Equity + Annual Performance Bonus

Mid, Senior

New York, NY, USA

Employees must work in the office four days a week, with one day of remote flexibility.

Category
Editing & Proofreading
Content & Writing
Copywriting
Required Skills
Communications
Marketing
Requirements
  • Bachelor's degree and 3-7 years of relevant professional experience is required
  • Proven ability to work independently, demonstrating strong initiative and problem-solving skills
  • Proven track record of successfully managing complex RFP responses from inception to submission, resulting in wins and revenue growth
  • Excellent project management skills with the ability to manage multiple time-sensitive projects simultaneously
  • Strong written and verbal communication skills, with the ability to articulate complex ideas and solutions in a clear and compelling manner
  • Fluency with RFP software, preferably with Responsive/RFPio
Responsibilities
  • Create compelling responses for assigned proposals, tailoring content to address client pain points and showcase the company's unique value proposition.
  • Review and edit proposal responses for consistency and compliance.
  • Work closely with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.
  • Independently solicit feedback from subject matter experts and internal stakeholders to refine and enhance proposal drafts.
  • Work closely with the Marketing team to ensure brand consistency through proposal development.
  • Build and contribute to a comprehensive content library to streamline future proposal efforts.
  • Coordinate necessary materials from stakeholders to assist with client calls.

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

17%

1 year growth

26%

2 year growth

45%
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