125 jobs in iCapital

iCapital is seeking an Analyst to join the Transactional Operations team, with a primary focus on investor services. This team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle.

The role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds.

iCapital is seeking a highly motivated Analyst to join the Transactional Operations team, with a primary focus on investor services. This team plays a critical role in supporting the firm’s growing investor base and ensuring a seamless experience across multiple stages of the investor lifecycle. The role centers on providing comprehensive operational support around ongoing account maintenance for feeder funds and light support for direct funds. This individual will collaborate with a broad range of stakeholders within a fast‑paced, collaborative, and entrepreneurial environment. The team supports investors, financial advisors, home office personnel, administrators, and numerous internal parties.

• Support high‑profile fund managers and distributors by assisting their clients with account maintenance updates, white‑label movements, updated AML collection and updates.
• Deliver ongoing client support and liaise across internal groups and external administrators.
• Collaborate with the Technology team to optimize the user experience through enhancements to the company’s proprietary technology platform.

• Bachelor’s degree in a related field
• 0‑2 years of experience in financial services, preferably within a fund administrator or client service role or the alternative investment industry
• Excellent organizational skills and attention to detail
• Strong interpersonal, written, and verbal communication skills
• Able to meet deadlines and work effectively under pressure
• Proven ability to multi‑task and work both independently and as a team player
• Proficient computer skills, specifically Microsoft Office applications (Word, PowerPoint, Excel)
• Interest or knowledge in technology

The base salary range for this role is $60,000 to $70,000. 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).

Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Affimative 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.

iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts and proactively growing business. They will implement iCapital’s alternative investment product placement and management, develop client business plans, monitor the success of those plans, and implement top‑down sales initiatives in collaboration with internal partners and home office leadership.

The ideal candidate has a strong background in investment products and can work with clients on alternative investment product placements, firm‑level marketing initiatives, and service‑level requests to drive sales. This position reports to the Head of Alternatives Distribution National Accounts and works closely with field‑based regional sales teams.

• Lead research engagement for new and existing mandates to deliver industry‑leading due diligence experience to iCapital white label research teams.
• Cultivate strong and trust‑based relationships with research team leaders, analysts, and operational due diligence personnel.
• Collaborate seamlessly with iCapital research teams and GP partners to ensure continuous alignment on current views, pipeline, strategy, placement, and industry trends.
• Become a trusted partner to key clients and work with iCapital enterprise level relationship managers to deliver a unified best‑in‑class client and advisor experience.
• Own product and platform rollouts, coordinating across internal partners, general partners, key clients, and iCapital regional sales team members to maximize sales opportunity.
• Create and maintain active SWOT documentation for each key client and establish routines to support each relationship.
• Develop key client collateral, independently or in partnership with iCapital’s marketing team, to support our field‑based sales efforts.
• Build and strengthen relationships through contact frequency, including comprehensive face‑to‑face, phone, and electronic contact with key decision‑makers and points of influence at firms to increase our influence at various firm levels.
• Responsible for direct selling through relationship management activities with strategic clients to profitably increase sales and asset retention.
• Participate in harmonizing strategy and tactics and distribution opportunities for initiatives for assigned firms.

• 10+ years of experience placing complex products with RIAs and independent firms.
• Working knowledge of the RIA and independent firm ecosystems from a sales, custodial, product, and research perspective. Intermediate knowledge of alternative investment products and asset classes.
• Able to influence and persuade others, bridge differences, and build consensus toward a common goal or objective.
• Strong leadership and communication skills with the ability to work collaboratively with key internal relationships and external partners.
• Marketing and analytical skills required to implement research coverage and top‑down strategic plan to execute overall business plan.
• Strong sales skills, with history in a consultative sales process.
• Able to multi‑task and maintain a positive attitude with high performance level on demanding and time‑sensitive initiatives.
• Excellent verbal and written communication and strong presentation skills.
• Series 7 and 63 licenses required.
• Willingness to travel up to 50% of the time for key client support and business development activities.

The base salary range for this role is $160,000 to $190,000. 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).

Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.

Miami, FL

New York, NY

Princeton, NJ

Salt Lake City, UT

Stamford, CT

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

iCapital is seeking a Vice President to join the Alternatives Distribution team in the United States. This role supports National Account efforts, growing business through alternative investment product placements and firm-level marketing initiatives.

You will work with field teams, manage client relationships, and drive top-line results while reporting to the Head of Alternatives Distribution National Accounts.

Investment Strategy, Private Markets - Vice President

New York, New York, United States

iCapital is seeking a Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in expanding the team's private markets coverage and supporting the growing demand for private market insights across advisors, clients, and internal stakeholders. Working alongside other investment strategists and private markets specialists, this role will help strengthen the team's collective research capabilities and thought leadership efforts as iCapital's private markets platform and client engagement activities continue to scale. This person will complement key macro and public market research output, while aiding iCapital’s total portfolio approach.

The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams. This individual will serve as a strategic partner to iCapital's Alternative Distribution team, helping advisors better understand private market opportunities, market developments, portfolio applications, and evolving client needs. As advisor demand for education, portfolio guidance, and differentiated insights continues to grow, this role will help bridge investment research and commercial engagement efforts across the firm.

• Conduct in-depth research and analysis across private equity, venture, private credit, infrastructure, real estate, secondaries, and other alternative investment strategies.
• Develop differentiated viewpoints on private markets, including market trends, portfolio construction considerations and evolving investor adoption patterns.
• Translate market research, investment data, and industry developments into actionable insights, advisor education materials, presentations, white papers, market commentaries, and client-facing content.
• Partner closely with other members of the Investment Strategy team to enhance private markets coverage within broader asset allocation, market outlook, and thought leadership initiatives.
• Collaborate with the Alternative Distribution team to support advisor engagement, strategic client conversations, educational events, and business development opportunities.
• Serve as a subject matter expert during client meetings, advisor education sessions, conferences, webinars, and internal training programs.
• Monitor industry trends, fund flows, regulatory developments, and competitive dynamics impacting private markets and alternative investments.
• Leverage internal and external data sources to identify emerging themes and develop insights that inform investment narratives and client messaging.
• Utilize analytical tools, technology, and AI-enabled research methodologies to improve research efficiency, uncover investment insights, and support scalable content creation.
• Partner with Product, Research, Due Diligence, Distribution, and Client Solutions teams to ensure investment views and messaging remain aligned and relevant to evolving client needs.
• Contribute to the development of repeatable research frameworks, knowledge resources, and scalable content supporting iCapital's expanding private markets platform.

• 8+ years of experience in private markets, alternative investments, asset management, investment strategy, investment research, or related investment functions
• Deep expertise across private market asset classes, including private equity, private credit, infrastructure, real estate, and related alternative investment strategies
• Strong analytical and quantitative capabilities with the ability to synthesize complex datasets into clear investment insights
• Experience working with investment data platforms and technology-enabled research tools; familiarity with AI-driven research and analytics applications is highly desirable
• Demonstrated ability to develop independent, differentiated investment viewpoints supported by rigorous analysis
• Proven experience translating investment research into compelling client-facing content, presentations, thought leadership, and advisor education materials
• Strong collaboration skills and a track record of working effectively across investment, product, distribution, research, and client-facing teams
• Excellent written, verbal, and presentation skills with the ability to communicate complex investment topics to sophisticated audiences
• Experience engaging directly with financial advisors, wealth management firms, institutional investors, or distribution teams is preferred
• Proficiency with Excel and familiar with Bloomberg, PitchBook, Preqin, FactSet, or similar investment research platforms
• Able to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail

The base salary range for this role is $160,000 to $200,000. 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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Affimative 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.

iCapital is seeking a Vice President, Private Markets Strategist to join the Investment Strategy team in New York. The role expands private markets coverage and supports client education with differentiated insights across private equity, credit, real assets, and related strategies.

The candidate will partner with Distribution and Research to inform advisory conversations and portfolio guidance. The ideal candidate brings deep private markets expertise, strong analytical skills, and the ability

Software Developer in Test - Vice President

Salt Lake City, Utah, United States

About the Role

iCapital is looking for a Software Developer in Test to join the Quality Assurance team. The ideal candidate brings practical knowledge of agile development methodologies and engineering best practices. As a Software Developer in Test (SDET), this role will work closely with the Development and Testing team. This individual will serve as a hands‑on test engineer with managerial experience, capable of understanding, enhancing, and implementing existing automation test frameworks. This role will also collaborate closely with other engineers and product managers to support feature‑based testing.

Responsibilities

• Build and implement robust automated test suites for API and backend services.
• Develop and maintain automated tests using Behave (BDD) and Python, ensuring coverage of new features and system enhancements.
• Integrate automated test suites into existing GitLab CI/CD pipelines and deployment workflows.
• Maintain and improve automation frameworks to accommodate evolving system architecture, including blockchain‑based components.
• Collaborate with developers, product managers, and DevOps engineers to ensure testability and quality across distributed systems.
• Create and manage defect workflows integrated with tools such as JIRA, ensuring clear communication and traceability.
• Define, track, and publish meaningful QA metrics to support automated test development, execution, and overall quality reporting.
• Build and maintain performance and load testing suites for critical backend services and smart‑contract interactions.
• Perform all types of testing as needed like functional, API, automation, performance, and integration testing.
• Contribute to continuous improvement of QA processes, tooling, and best practices within an agile environment.

Qualifications

• 8+ years of experience with QA engineering delivery experience with a strong focus on backend and API testing
• 4+ years of delivery within Agile SDLC teams ideally with CICD
• Hands‑on Python programming experience, including strong knowledge of Behave (BDD), test‑driven development (TDD), and QA design patterns.
• Strong experience testing REST APIs, backend microservices, and distributed systems
• Experience working with blockchain technologies (i.e. smart contracts, distributed ledgers, and blockchain node interaction) is preferred
• Solid understanding of CI/CD tooling and pipelines, especially GitLab CI/CD
• Proven knowledge of testing tools such as Behave, PyTest, Postman or REST Tools, JMeter or similar performance tools
• Proficient in CI/CD technologies like Gitlab, Git, Jenkins, and Docker
• Working knowledge of Python
• AI Integration experience is preferred
• Exposure to banking or finance environments is preferred

The base salary range for this role is $110,000 to $130,000. 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. Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Affimative 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.

iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s SIMON technology platform, by owning, developing, and maintaining the structured investments eco-system on the platform for clients. The team develops and manages the technology platform experience with many of iCapital’s largest clients, including investment banks, broker‑dealers, private banks, and RIAs throughout the United States. This individual will be responsible for assisting in developing and executing the firm’s strategy and solution in the structured investments market and developing relationships with new and existing partners active in the product category.

• Assist in the development and execution of the firm’s overarching strategy aimed at supporting the Structured Investments business line.
• Develop new and existing relationships with investment banks, third‑party distributors, and distribution partners to advance the product category for the firm.
• Maintain synchronization across various industry groups to deliver a robust platform solution addresses key stakeholders needs.
• Take ownership of projects and provide strong analytical support to teammates.
• Aggregate, maintain, and analyze large data sets with excellent attention to detail.
• Develop presentations with significant data and analysis for internal meetings and projects.
• Work alongside the Client Solutions team to develop meaningful measurements of success.
• Work with internal technical partners to create a product offering that meets the needs of our clients.
• Drive process improvement, in part by leveraging technology.

• Bachelor’s degree is required
• 10+ years of financial market industry experience, 5+ years of relevant experience in a trading, business development, or relationship management in the structured investments market
• Strong analytical and problem‑solving skills and a high level of attention to detail
• Strong written and verbal communication skills
• Able to successfully operate in a fast‑paced environment
• Strategic mindset and able to work independently
• Demonstrated client service skills with stakeholders and clients
• Excellent organizational skills
• Desire to work in a cross‑functional and collaborative environment
• Proficient in Excel
• Series 7 and 63 certifications are required

The base salary range for this role is $170,000 to $200,000. 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. Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.

iCapital is proud to be an Equal Employment Opportunity and Affinitive 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.

Locations: New York, NY; Princeton, NJ; Salt Lake City, UT; Stamford, CT

About the Role

iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives. This role will support the Team Lead with developing the roll‑out plan for model portfolios, interact with clients to increase adoption, and manage internal workstream to ensure smooth execution. The individual should have strong knowledge of alternative investments and experience with model portfolios used by wealth advisors.

• As a member of the Research and Due Diligence team, you will focus on:
• Understand the construction, positioning, and investment rationale of custom and marketplace models.
• Confidently articulate model design, use cases, and evolution—particularly as models incorporate alternatives.
• Partner with Private Wealth Solutions (PWS) to support sales and marketing of:
  • Custom model portfolios already launched and currently in development.
  • Marketplace models available on the platform.
• Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies.
• Act as the primary sales‑facing resource focused on model portfolios, including:
  • Engaging advisors in model‑related discussions.
  • Addressing questions on portfolio construction, positioning, and implementation.
  • Differentiating our models versus competing solutions.
• Collaborate with internal teams to execute proactive advisor engagement strategies, including:
  • Targeted outbound calling campaigns using home office–provided data.
  • Follow‑up on advisor activity and interest in iCapital supported custom and Marketplace products.
• Partner with home office contacts (e.g., independent broker‑dealers and enterprise platforms) to provide data and intelligence on priority advisors, support and endorse direct sales campaigns, and coordinate enablement and campaign support to drive awareness, adoption, and successful implementation.
• Provide structured feedback from advisor conversations to inform enhancements to existing models and sales messaging.

• Bachelor’s degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus.
• 6–12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment‑related roles. Exposure to alternative investments and/or model portfolios is preferred.
• Strong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plus.
• Familiar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environments.
• Strong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clients.
• Demonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast‑paced environment.

The base salary range for this role is $155,000 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).

Employees in this role will work in the office Monday–Thursday, with the flexibility to work remotely on Friday.

• New York, NY
• Princeton, NJ
• Salt Lake City, UT
• Stamford, CT

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.