iCapital · 1 week ago
Investment Strategy Research - Associate
New York, NY
Full-time
Hybrid
Entry, Mid Level
$100K/yr - $130K/yr
2+ years expiCapital is a fast-growing fintech platform seeking a Research Associate to join their Investment Strategy team. The role involves conducting research across various markets and producing actionable insights, collaborating with senior leadership, and supporting the creation of client-facing materials.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX and commodities, and private markets
Track policy actions, capital flows, and secular themes such as AI, energy transition and deglobalization to identify investment-relevant signals
Research and support the drafting of weekly market notes, quarterly outlooks, and long-form white papers
Support the preparation of executive presentations and advisor education materials aligned to iCapital’s market perspective
Support research and monitoring across private equity, private credit, real estate, infrastructure, and hedge fund strategies
Build and maintain financial models and leverage Bloomberg Terminal and Excel for data analysis
Partner with Investment teams and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines
Assist with establishing repeatable research processes and maintain a base knowledge of thematic and market intelligence
Qualification
Required
2-4 years of experience in investment banking, private markets or alternatives, asset management, or investment strategy and research
Demonstrated research experience across public or private markets
Proficiency in Excel and Bloomberg Terminal
Able to work under tight deadlines, manage multiple priorities, and maintain attention to detail
Strong written and verbal communication skills
Comfortable crafting executive-level presentations
Passion and curiosity for global markets
Preferred
Knowledge of Pitchbook, Preqin, Macrobond or other similar data service provider is preferred
Strong modeling and quantitative skills is a plus
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