Junior Portfolio Manager, iDPE - Assistant Vice President jobs in United States
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iCapital · 2 months ago

Junior Portfolio Manager, iDPE - Assistant Vice President

positionNew York, New York, United States
timeFull-time
remoteHybrid
seniorityMid Level
money$140K/yr - $175K/yr
date4+ years exp

iCapital is a rapidly growing financial services company focused on private equity investments. The Assistant Vice President will be responsible for evaluating new investment opportunities, monitoring the existing portfolio, and communicating with both internal teams and external investors.

Asset ManagementBankingFinancial ServicesFinTech
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H1B Sponsor Likelynote

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

Qualification

Private equity experienceInvestment analysisFinancial services experienceEntrepreneurial attitudeCommunication skillsAttention to detailProblem-solving

Required

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

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

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Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
dateFounded in 2013
location
New York, New York, USA
people-size1001-5000 employees
web-link
https://icapital.com

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 Stage
Total Funding
$1.55B
Key Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M

Leadership Team

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Dan Vene
Co-Founder and Managing Partner
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Nick Veronis
Managing Partner & Co-Founder
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