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Research – Diligence & Investment Monitoring Intern
Confirmed live in the last 24 hours
Locations
New York, NY, USA
Experience Level
Intern
Desired Skills
Management
Market Research
Research
Salesforce
PowerPoint/Keynote/Slides
Requirements
  • Highly inquisitive, collaborative, and a creative problem solver
  • Possesses foundational knowledge of and/or genuine interest in the financial markets
  • Able to thrive in a fast-paced environment
  • Adaptable to take on new responsibilities and be detail oriented
  • Technologically savvy and proficient in Microsoft Office (Excel, PowerPoint)
  • A rising junior or senior in a U.S. college/university bachelor's degree program
  • Strong verbal and written communication skills
  • Authorized to work in the United States
Responsibilities
  • Conducting market research to create customized fund manager segments to improve fund sourcing against our competitors
  • Assisting with quantitative and qualitative analysis for diligence reports
  • Researching and collecting data for thought pieces
  • Attending manager and market webinars/updates and sharing findings with diligence team
  • Researching and analyzing positions in underlying manager portfolios
  • Assisting with pipeline management and organizing Salesforce fund database
  • Building templates for ongoing monitoring of incumbent managers and potential peer group analysis
  • Assisting with data management for quarterly reports and ad hoc analyses
  • Assisting with creation and maintenance of pitchbooks and other deliverables
  • Organizing team drives/files to ensure timely completion and correct hosting of fact cards and reporting documents
iCapital Network

501-1,000 employees

Company Overview
iCapital Network connects advisors and their high net worth investors to leading alternative investment managers.
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
Company Values
  • Integrity - Honesty and integrity are fundamental to everything we do.
  • Collaboration - Teamwork and collaboration are the foundation of our success.
  • Accountabiltiy - We demonstrate commitment, caring, and enthusiasm.
  • Partnership - The success of our clients and partners is our relentless focus.
  • Excellence - We Strive for flawless execution.