Vice President / Senior Vice President of Model Portfolio, iCapital
Due Diligence
$200-250k
+ Annual Performance Bonus + Equity
In office from Monday-Thursday
4+ days a week in office
Fintech platform for alternative investments
Job no longer available
Fintech platform for alternative investments
1001+ employees
Job no longer available
$200-250k
+ Annual Performance Bonus + Equity
In office from Monday-Thursday
4+ days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- Bachelor’s degree in finance, economics, or a related field. Advanced degrees or certifications (e.g., CFA) are a plus
- 10+ years of experience within Financial Services, with proven experience in portfolio management, investment analysis, or a similar role in the financial industry. Knowledge of alternative investments is required
- Strong analytical skills, proficiency in financial modeling, and a deep understanding of financial markets and investment strategies
- Experience with financial software and modeling tools
- Excellent written and verbal communication skills, with the ability to present complex information clearly and concisely
- Able to work collaboratively in a team environment and build strong relationships with colleagues and clients
What the job involves
- ICapital is looking to hire a Vice President or Senior Vice President professional to help manage its alternatives-focused model portfolios initiatives
- This role will help lead our 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
- Oversee internal processes for the management of model portfolio business, including portfolio management, compliance/legal framework, sales and marketing, etc
- Partner with internal stakeholders in Sales, Marketing, Legal, and Technology teams to promote adoption of models and ensure smooth implementation
- Design model portfolios of alternative investments aligned with client-specific objectives
- Participate in client meetings to discuss model selection process and methodology
- Oversee monitoring and reporting of the model portfolios’ performance on a monthly and quarterly basis and lead the implementation of rebalancing as needed
- Assist in the development of Separately Managed Account (SMA) capabilities and market this solution to prospective clients
- Conduct thorough research and analysis of market trends, economic data, and investment opportunities to inform portfolio design
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 2025, the company services nearly $500 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, impressive funding 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
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
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