Junior Portfolio Manager, iDPC - Associate

About the Role

iCapital is seeking an Associate to join the Portfolio Management team. The investment professional will play an integral role in supporting the growth of both our evergreen registered fund business and our Direct Private Investment program.

Responsibilities

• Help prepare investment memos and other relevant analyses to assist in the closing of transactions.
• Monitor the performance of existing investments, identifying potential risks and opportunities, assisting with workouts and restructurings as required.
• Develop and maintain financial models and analyses to assess the creditworthiness of potential borrowers and the performance of portfolio companies.
• Monitor market trends, competitor activity, and industry developments.
• Prepare reports and presentations for investors and other stakeholders.
• Work closely with the Legal, Compliance, Operations, and other teams to ensure smooth transaction, execution and portfolio management.
• Ensure adherence to regulatory requirements and internal policies.

Qualifications

Benefits

The base salary range for this role is $100,000 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.

For additional information on iCapital, please visit Twitter : @icapitalnetwork | LinkedIn : | Awards Disclaimer :

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.