iCapital · 1 day ago
Junior Portfolio Manager, iDPE - Assistant Vice President / Vice President
Greenwich, CT
Full-time
Hybrid
Mid Level
$140K/yr - $220K/yr
4+ years expiCapital is seeking a private equity focused Junior Portfolio Manager responsible for evaluating new direct co-investment opportunities and monitoring the existing portfolio. The role involves communication with internal sales resources and external investors, as well as conducting ad hoc business development projects.
Asset ManagementBankingFinancial ServicesFinTech
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
Required
4+ 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
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 and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase