Responsibilities
- Lead the team responsible for all new direct and registered fund onboarding projects, working across the organization to ensure on-time and successful completion.
- Work with key clients,both asset managers and wealth managers, and their service providers (attorneys, fund administrators, and transfer agents, etc.
communicating processes and requirements, recommending best practices and leading overall project management to launch their funds on the iCapital platform.
- Drive prioritization and lead the build out of procedures within the iCapital ecosystem related to adding new funds, product structures, expanding product distribution channels and lifecycle management.
- Manage the team dedicated to the function as well as support other members of the team working on fund launches.
- Represent the company as a subject matter expert on the platform and the products we support.
- Leverage experience to help shape iCapital’s service offering across various fund structures.
- Prepare and present new funds to various decision-making groups.
- Assist in various ad hoc fund launch activities.
- Help drive the rollout of new platform functionality impacting the fund launch and lifecycle management process.
Qualifications
- Bachelor’s degree in finance, business, or another related field
- 10+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships
- Experience in alternative investments with a focus in various fund structures is required
- People management skills is a plus
- Positive attitude and a desire to work in a fast-moving entrepreneurial environment
- Willingness to learn and adapt to new responsibilities
- Detail oriented, self-starter that is accustomed to project work with tight deadlines
- Able to handle multiple tasks and prioritize assignments
- Strong knowledge of Microsoft Office
- Strong verbal and written communication skills
- Strong analytical skills
Benefits
The base salary range for this role is $200,000 to $260,000. 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. We offer most employees the flexibility to work in the office three or four days.
Every department has different needs, and some positions will be designated in-office jobs, based on their function.
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.