Private Markets, Due Diligence - Associate / Assistant Vice President
iCapital
- Toronto, ON
- Permanent
- Full-time
- Help maintain a pipeline of investment ideas that are in market or coming to market over a 12-month period and lead the effort in creating market maps for each major strategy.
- Participate in investment and operational due diligence on private capital managers identified for inclusion on iCapital's platform.
- Prepare clear and comprehensive due diligence reports on managers, including qualitative and quantitative factors.
- Source new managers, perform initial screening, and identify managers for further consideration.
- Monitor and maintain coverage of select list of manager and funds providing regular updates on performance, exposures, and organizational changes.
- Prepare marketing and education materials on various products and strategies for clients of the company.
- Support all aspects of iCapital's fund launch process by partnering with the Investment, Product Development, Sales, and Marketing teams.
- Assist in developing a marketing plan for all new product launches, partner with the sales team to conduct demand assessment, and execute marketing plan by partnering with Research and Sales teams.
- Assist with the planning and execution of roadshows and conferences.
- 4-7 years of total experience in financial services
- Demonstrated qualitative and quantitative analytical skills
- Strong written communication skills and able to present in front of senior professionals in the industry
- Able to work independently