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Fund Origination Professional - Remote

Posted 15 weeks ago
Sales / Business
Full Time
USA
$100,000 - $150,000/year

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Overview

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 $200 billion in global client assets invested in 1,634 funds, as of September 2024.

In Short

  • Lead new registered and direct onboarding projects.
  • Collaborate with key clients including asset managers and wealth managers.
  • Drive prioritization and support building procedures within the iCapital ecosystem.
  • Represent the company as a subject matter expert.
  • Leverage experience to help shape iCapital’s service offering.
  • Prepare and present new funds to decision-making groups.
  • Assist in various ad hoc fund launch activities.
  • Help drive the rollout of new platform functionality.

Requirements

  • Bachelor’s degree in finance, business, or related field.
  • 5+ years of product management and/or development experience.
  • Experience in alternative investments with a focus on fund structures.
  • Positive attitude and desire to work in a fast-moving environment.
  • Willingness to learn and adapt to new responsibilities.
  • Detail-oriented, self-starter accustomed to project work.
  • Able to handle multiple tasks and prioritize assignments.
  • Strong knowledge of Microsoft Office.
  • Strong verbal and written communication skills.
  • Strong analytical skills.

Benefits

  • Base salary range of $100,000 to $150,000.
  • Compensation package includes salary, equity, and performance bonus.
  • Comprehensive benefits package including retirement plan and healthcare.
  • Unlimited paid time off (PTO).
  • Flexibility to work remotely on Fridays.
iCapital logo

iCapital

iCapital is a leading financial technology platform that revolutionizes the alternative investment marketplace, enabling advisors, wealth management firms, asset managers, and banks to effectively evaluate and recommend tailored public and private market strategies for high-net-worth clients. With approximately $209 billion in global client assets invested across 1,690 funds as of November 2024, iCapital has earned recognition as a top fintech company, being named to the Forbes Fintech 50 for seven consecutive years and receiving multiple awards for its innovative solutions. The company is committed to providing exceptional client service and fostering inclusive workplace practices.

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