Talent.com
Junior Portfolio Manager, iDPE - Assistant Vice President

Junior Portfolio Manager, iDPE - Assistant Vice President

iCapitalGreenwich, CT, United States
20 hours ago
Job type
  • Full-time
Job description

About the Role

iCapital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Assistant Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects.

Responsibilities

  • Perform due diligence on private companies and their industries alongside senior team members.
  • Prepare investment memoranda.
  • Oversee portfolio monitoring, portfolio analysis, and liquidity planning.
  • Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams.
  • Support external communications regarding the Fund, including engagement with prospective and existing investors.
  • Track market trends, competitor activity, and industry developments.
  • Create business development presentations as required.

Qualifications

  • 4-5 years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
  • Excellent written and verbal communication skills
  • High accuracy and attention to detail
  • Able to problem-solve and make logical business recommendations in a fast-paced environment
  • Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
  • Benefits

    The base salary range for this role is $140,000 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 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.

    Create a job alert for this search

    Portfolio Manager • Greenwich, CT, United States

    Related jobs
    • Promoted
    Associate Partner Asset Management Rewards

    Associate Partner Asset Management Rewards

    AonNorwalk, CT, United States
    Full-time +1
    Aon is looking for a Associate Partner - Data Consulting.As part of Aon's Human Capital practice, you will help empower results for financial services clients by delivering financial services compe...Show moreLast updated: 30+ days ago
    • Promoted
    Teller I

    Teller I

    Hudson Valley Credit UnionNew Windsor, NY, United States
    Full-time
    Hudson Valley Credit Union is currently recruiting for the position of Teller I.Primary Function : provide high-quality member service by accurately performing a variety of financial transactions.Id...Show moreLast updated: 30+ days ago
    • Promoted
    portfolio manager

    portfolio manager

    NPAworldwideNew York, NY, United States
    Full-time
    Experience as either a senior researcher or PM working on quantitative strategies in equities and / or futures.Undergraduate degree from a leading university in a quantitative or scientific field.Str...Show moreLast updated: 30+ days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationNorwalk, Connecticut
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 19 days ago
    • Promoted
    Vice President, Portfolio Valuation Services

    Vice President, Portfolio Valuation Services

    StoutNew York, NY, United States
    Full-time
    At Stout, we're dedicated to exceeding expectations in all we do - we call it Relentless Excellence.Both our client service and culture are second to none, stemming from our firmwide embrace of our...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    Junior Portfolio Manager, iDPE - Vice President

    Junior Portfolio Manager, iDPE - Vice President

    iCapitalGreenwich, CT, United States
    Full-time
    Capital's rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Vice President responsible for evaluating new direct co-investment opportunities, monito...Show moreLast updated: 22 hours ago
    • Promoted
    Managing Director, MBS Portfolio Manager, Chief Investment Office (CIO)

    Managing Director, MBS Portfolio Manager, Chief Investment Office (CIO)

    PNCNew York, NY, US
    Full-time
    Managing Director, MBS Portfolio Manager.At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for...Show moreLast updated: 18 days ago
    • Promoted
    Portfolio Manager

    Portfolio Manager

    Columbia UniversityNew York, NY, United States
    Full-time
    Job Type : Officer of Administration.Salary Range : $115,000 - $125,000.The salary of the finalist selected for this role will be set based on a variety of factors, including but not limited to depar...Show moreLast updated: 6 days ago
    • Promoted
    Provost and Executive Vice President

    Provost and Executive Vice President

    InsideHigherEdOld Westbury, New York, United States
    Full-time
    Provost and Executive Vice President.New York Institute of Technology.New York Institute of Technology (New York Tech) seeks a strategic, collaborative, and forward-thinking academic leader to serv...Show moreLast updated: 11 days ago
    • Promoted
    VP, Senior Portfolio Manager - TMT - (hybrid) NY / NJ

    VP, Senior Portfolio Manager - TMT - (hybrid) NY / NJ

    First Citizens BankNew York, NY, US
    Full-time
    First Citizens offer you the strength and stability of a diversified financial institution with a 125-year tradition of service and the personalized approach of a nimble financial partner.First Cit...Show moreLast updated: 30+ days ago
    • Promoted
    Senior Vice President, Development and Alumni Affairs

    Senior Vice President, Development and Alumni Affairs

    InsideHigherEdHempstead, New York, United States
    Full-time +1
    Hofstra University, a nationally ranked and recognized private university in Hempstead, New York, invites nominations and applications for the role of Senior Vice President for Development and Alum...Show moreLast updated: 30+ days ago
    • Promoted
    Sr. Manager, Executive Protection

    Sr. Manager, Executive Protection

    Zoetis, IncBridgeport, CT, United States
    Full-time
    Manager, Executive Protection will be responsible for managing the executive protection program for the Zoetis Executive Team (ZET). This individual will ensure the safety of the CEO and other membe...Show moreLast updated: 18 days ago
    • Promoted
    VP, Portfolio Manager

    VP, Portfolio Manager

    Cathay BankNew York, NY, United States
    Full-time
    Posted Monday, October 27, 2025 at 7 : 00 AM.Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank – we strive to provide a caring culture t...Show moreLast updated: 10 days ago
    • Promoted
    Treasury Funding and Investments – USD Portfolio Manager, VP

    Treasury Funding and Investments – USD Portfolio Manager, VP

    BarclaysNew York, NY, United States
    Full-time
    Barclays Bank PLC seeks Treasury Funding and Investments – USD Portfolio Manager, VP in New York, NY (multiple positions available) : . Responsible for nominal duration and asset swap risk in TFI-NY’s...Show moreLast updated: 30+ days ago
    Vice-President / Director, Portfolio Management

    Vice-President / Director, Portfolio Management

    KuvareNew York, New York, United States, 10005
    Full-time
    Kuvare is on a mission to serve hardworking consumers overwhelmed by the complexities of retirement and is built from the ground up to do so. Our unified financial hub protects the retirement of eve...Show moreLast updated: 30+ days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationNorwalk, Connecticut
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...Show moreLast updated: 19 days ago
    • Promoted
    Vice President Portfolio Management

    Vice President Portfolio Management

    High Country : Private Equity SearchNew York, NY, United States
    Full-time
    This is an exciting and highly dynamic opportunity to join a growing real estate PE firm.Our client has less than 5B of AuM but they recently raised a large fund and will be launching new vehicles ...Show moreLast updated: 4 days ago
    • Promoted
    HCS Rewards Solutions Director II

    HCS Rewards Solutions Director II

    AonNorwalk, CT, United States
    Full-time +1
    Aon is looking for a Director, Data Solutions - United States.Aon is in the business of better decisions.At Aon, we shape decisions for the better to protect and enrich the lives of people around t...Show moreLast updated: 30+ days ago