About the Role

iCapital is seeking an Assistant Vice President or Vice President to join the Investment Strategy team, focusing on international research across EMEA and APAC markets. This role will partner closely with the Portfolio Management Due Diligence team to deliver actionable insights on global macro trends, public and private markets, and alternative investments. The ideal candidate will combine rigorous analytical skills with the ability to craft high-quality thought leadership content, with strong presentation skills.

Responsibilities

• Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX, commodities, and private markets with a focus on EMEA and APAC.
• Monitor policy developments, capital flows, and secular themes such as energy transition, AI adoption, and regional deglobalization trends.
• Produce high-quality thought leadership materials, including white papers, thematic reports, and market outlooks that are tailored to global institutional investors.
• Collaborate with the Portfolio Management Due Diligence team and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines.
• Support advisor education and client engagement by preparing presentations and market commentary aligned with iCapital’s global perspective.
• Participate in external-facing activities, including industry events, panels, and client discussions, to represent iCapital’s global investment views and research insights.
• Research and monitor private equity, private credit, real estate, infrastructure, and hedge fund strategies across international markets.
• Build and maintain financial models leveraging Bloomberg Terminal, Excel, and regional data sources for analysis.
• Help establish repeatable research processes and maintain a knowledge base of international market intelligence and thematic trends.

Qualifications

• 7-14 years of experience in investment banking, asset management, private markets, or investment strategy/research, with a focus on international markets
• Demonstrated expertise in macroeconomic and cross-asset research across EMEA and APAC regions
• Strong understanding of alternative investments, including private equity, private credit, and real assets
• Able to produce thought leadership content for institutional audiences such as white papers, thematic research, and market outlooks
• Proficiency in Bloomberg Terminal and Excel and familiar with Pitchbook, Preqin, Macrobond, or similar data providers is preferred
• Exceptional written and verbal communication skills, with the ability to craft executive-level presentations and client-facing materials
• Able to manage multiple priorities under tight deadlines while maintaining attention to detail
• Strong modeling and quantitative skills. Experience with scenario analysis and forecasting is a plus
• Passion for global markets and curiosity about regional economic and policy developments

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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.  This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors.

 Responsibilities

• 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
• Partner with home office contacts (e.g., independent broker-dealers and enterprise platforms) that:
• Provide data and intelligence on priority advisors
• Support and endorse direct sales campaigns
• Partner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans, collaborating with home office partners (e.g., independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience, including:
• Leverage available firm insights (e.g., segmentation, adoption trends, engagement indicators) to inform targeting, education, and follow-up plans
• Coordinate approved enablement and campaign support (e.g., messaging, training, rollout timelines, and feedback loops) to drive awareness, adoption, and successful implementation
• Provide structured feedback from advisor conversations to inform:
• Future custom model launches
• Enhancements to existing models and sales messaging

Qualifications

• 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

Benefits

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).

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.

 For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

 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.