iCapital · 2 days ago
Junior Portfolio Manager, iDPC - Associate
New York, NY
Full-time
Hybrid
Entry Level
$100K/yr - $130K/yr
2+ years expiCapital 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.
Asset ManagementBankingFinancial ServicesFinTech
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
Qualification
Required
Strong academic credentials and a demonstrated track record of successful work experience
2-4 years of post-undergrad investing/leveraged finance experience with an investment management firm, investment banking, private equity/private credit firm
Strong analytical and modeling capabilities with a fundamental driven approach to investing
Able to work collaboratively in team environments and strong relationship-building skills
Excellent communication skills with the ability to synthesize complicated analyses concisely and to articulate insightful conclusions
Proficient in managing multiple projects simultaneously and meet deadlines
Knowledge of the legal aspects of credit transactions and able to assess credit risk
Able to produce high-quality work with a focus on accuracy and thoroughness
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder & Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase