Assistant Vice President / Vice President of Operational Due Diligence Analyst, iCapital

Alternatives

$110-180k

+ Equity + Annual Performance Bonus

Senior and Expert level

Miami

More information about location

4 days a week in office (Boca Raton, FL)

Fintech platform for alternative investments

Open for applications

Fintech platform for alternative investments

1001+ employees

FintechB2BBankingInvestingSaaS

Open for applications

$110-180k

+ Equity + Annual Performance Bonus

Senior and Expert level

Miami

More information about location

4 days a week in office (Boca Raton, FL)

1001+ employees

FintechB2BBankingInvestingSaaS

Company mission

To power the world’s alternative investment marketplace.

Job

Company

Role

Who you are

The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices
This role requires a strategic thinker with strong analytical skills, and the ability to communicate complex findings effectively
Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred
6 - 10 years of experience for the AVP role and 10-15 years of experience for the VP level in operational due diligence, risk management, internal audit, or a related field within the investment industry
Strong analytical and problem-solving skills with the ability to synthesize complex information
Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively
Exceptional attention to detail and a commitment to delivering high-quality work
Proven project management skills, with the ability to manage multiple projects and meet tight deadlines
Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders

What the job involves

ICapital is looking to hire a Vice President to join the Research and Education team
The individual will be responsible for overseeing and conducting operational due diligence on prospective and current investments
Conduct comprehensive operational due diligence on investment opportunities, including site visits, interviews with senior members of the non-investment team, service provider confirmations and detailed analysis of operational processes
Conduct assessments of external fund managers, with a focus on private equity, private credit, hedge funds and real assets
Identify, evaluate, and mitigate operational risks associated with potential and existing investments
Prepare and present detailed operational due diligence reports, summarizing findings and providing recommendations
Perform ongoing monitoring of fund managers on a regular basis to ensure compliance with established standards and to identify material risks
Engage in ad-hoc projects to support the Alternatives platform
Work closely with Investment, Legal and Compliance teams and other stakeholders to ensure a holistic approach to due diligence and risk management
Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management
Mentor and train junior members, fostering a culture of continuous improvement and professional development

Our take

Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.

Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2023, the company services over $153 billion in global client assets, clear evidence of industry confidence in the company.

iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.

Steph

Company Specialist at Welcome to the Jungle

Company

Funding (last 2 of 8 rounds)

Dec 2021

$50m

LATE VC

Jul 2021

$440m

GROWTH EQUITY VC

Total funding: $680.6m

Company HQ

Murray Hill, New York, NY

Leadership

Lawrence Calcano

(CEO)

Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.

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