Vice President of Investment Strategy, iCapital
Private Markets
$160-200k
+ Bonus & Equity
More information about location
4 days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$160-200k
+ Bonus & Equity
More information about location
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 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
- 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
What the job involves
- 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
- 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
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 9 rounds)
Jul 2025
$820m
SERIES E
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.
Salary benchmarks
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