---
title: 'Corporate Development and Strategy - Associate at iCapital'
canonical: 'https://feeny.ai/job/corporate-development-and-strategy-associate-icapital-new-york-new-york-6k4j42rfvee5'
type: 'job'
last_seen: '2026-09-13'
---

# Corporate Development and Strategy - Associate at iCapital

- **Company:** iCapital
- **Location:** New York New York, United States
- **Posted:** 2026-04-06
- **Last confirmed live:** 2026-09-13
- **Apply:** https://job-boards.greenhouse.io/icapitalnetwork/jobs/8495756002

## Job description

## About the Role

iCapital is seeking an Associate to join the Corporate Development and Strategy team. The individual will join a highly valued team responsible for evaluating, planning, and executing organic and inorganic strategic initiatives across the company. This role includes working directly with senior leadership and is pivotal to fostering the strategic direction and long-term growth of iCapital. Areas of engagement will include market assessments, strategic planning, M&A evaluation, due diligence, and other high-priority strategic initiatives.

This role requires someone who thrives in environments where intellectual curiosity, resourcefulness, and ownership are essential, with a strong interest in next-generation financial technology trends shaping the future of asset and wealth management. The ideal candidate is an exceptional communicator, operator, and problem solver who can conduct detailed analysis and share findings in well-constructed, focused deliverables including presentation.

## Responsibilities

- Conduct thorough, data-driven quantitative and qualitative analysis to support corporate development and strategy initiatives and recommendations.
- Serve as a key team member driving end-to-end M&A and partnership processes, supporting deliverables and managing due diligence workstreams from start to finish, including working across teams to advance processes.
- Build organized, dynamic forecast models leveraging diligence- and research-driven assumptions to support detailed valuation analyses.
- Conduct well-documented sub-sector research including market trends, TAM analysis, growth trajectory, competitive landscape, strategic fit with iCapital, and potential M&A targets.
- Help maintain detailed, well-organized tracking of industry insights, competitive intelligence, and thematic research to inform corporate strategy.
- Facilitate the execution of post-acquisition integration activities across key business functions.
- Prepare and present executive-ready deliverables, including business plans, financial analyses, and industry assessments, with clear, actionable insights.
- Collaborate with internal stakeholders across business lines to develop, recommend and execute strategic initiatives supported by validated business and financial cases.
- Assist with special projects supporting senior management's strategic goals and iCapital's overall business growth.

## Qualifications

- 2 - 4 years of relevant experience in corporate development and strategy, investment banking, private equity, management consulting, corporate finance, or a similar strategic or analytical role
- Previous experience in a fast-paced, performance-driven environment, preferably within financial technology, financial services, or a related industry
- Strong intellectual interest in alternative investments and wealth management and a passion for contributing to the growth of an industry-defining company
- Self-starter with a strong work ethic, integrity, and an all-in mentality, consistently going above and beyond expectations
- Energetic, team-oriented, and highly organized, able to manage multiple complex projects and competing priorities simultaneously
- Proven ability to thrive in fast-paced, high-pressure environments while meeting demanding deadlines
- Exceptional ability to articulate opinions, write clear and concise strategic materials, and develop impactful presentations on investment opportunities and business recommendations
- Highly collaborative, with a track record of working effectively across organizational lines and with key stakeholders
- Advanced proficiency in Microsoft Excel and PowerPoint, including expertise in financial modeling, valuation techniques, and building executive-level presentations. Experience utilizing AI-driven applications (i.e. Co-Pilot, ChatGPT, and Claude)
- Experience working with alternative funds and familiar with fund structures, operations, and valuation methodologies is a plus

## Benefits

The base salary range for this role is $120,000 to $135,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: [https://www.icapitalnetwork.com/about-us/recognition/](https://nam02.safelinks.protection.outlook.com/?url=https%3A%2F%2Fwww.icapitalnetwork.com%2Fabout-us%2Frecognition%2F&data=05%7C01%7Ckturlis%40icapitalnetwork.com%7C7f07161790634b9fc3fc08da748bec16%7C0ac51d2823c34b35a9fbe1a17aa9eff1%7C0%7C0%7C637950441561507201%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C3000%7C%7C%7C&sdata=HAZm4uhhP8r6HVKnBqOMq5jbXmgOrHlsPCur9U4JRis%3D&reserved=0)

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

## About iCapital

## Company Overview
- **One-liner**: iCapital is the leading global financial technology platform that transforms how financial advisors, asset managers, and wealth managers access and manage alternative investments.
- **Entity Type**: Private (late-stage)
- **Headquarters**: New York City, New York, USA
- **Founded**: 2013
- **Founders**: Lawrence Calcano (Chairman & CEO) and others

## Core Business
- Primary industry/industries: Fintech, Wealth Management, Alternative Investments
- Target customers: B2B – financial advisors, wealth managers, asset managers, and private banks
- Mission or purpose statement: "Transform the World’s Investment Industry for Better Outcomes" by streamlining financial operations, enhancing technology infrastructure, and empowering smarter decision-making through reporting and analytics.

## Products & Services
- **iCapital Marketplace**: A digital platform connecting wealth advisors and their high-net-worth clients to a curated selection of alternative investment funds (private equity, private credit, real estate, hedge funds).
- **Enterprise Solutions**: White-label technology and operational infrastructure for large financial institutions to offer alternatives to their clients under their own brand.
- **Data Intelligence**: AI-driven data management, reporting, and analytics tools (including capabilities from acquired firms Mirador and AltExchange) that provide portfolio transparency and performance insights.
- **Annuities Platform**: A technology solution for distributing and managing fixed and structured annuities.
- **Alternatives Distribution**: Services that help fund managers and issuers reach new sources of capital through the iCapital network.

## Market Standing
- **Valuation**: Over $7.5 billion (as of the company’s most recent capital raise, according to icapital.com/about-us/)
- **Key Metric**: $61.1 billion in active global assets on platform (as of May 31, 2026); over 1,200 fund manager/issuer relationships; 135,000+ financial professional users
- **Notable Investors/Partners**: BlackRock (strategic investment), Ping An, Goldman Sachs, AMG, Hamilton Lane, WestCap, Citi Wealth (acquired its alternative investments feeder platform)
- **Growth Signals**: Completed over $820 million in total capital raised; acquired multiple companies including Mirador (data management), AltExchange (AI-driven tech), and Parallel Markets (digital identity/compliance); recognized by Euromoney as "World’s Best Technology Provider for Wealth Management," named to CNBC’s World Top 250 Fintech Companies, and Forbes Fintech 50

## Competitive Advantages
- **Network Effects**: The largest open-architecture platform for alternatives, connecting thousands of advisors, hundreds of fund managers, and large financial institutions.
- **Scale & Trust**: With over $61B in assets and partnerships with the world’s largest banks and asset managers, iCapital has a deeply entrenched position.
- **End-to-End Technology**: A fully integrated suite covering deal sourcing, onboarding, compliance, reporting, and analytics — reducing operational friction for all parties.
- **Global Reach**: 16 offices worldwide (New York, Zurich, London, Hong Kong, Singapore, Tokyo, Toronto, Lisbon, Sydney, Abu Dhabi, and more), providing a truly international footprint.

## Strategic Focus
- **Global Expansion**: Deepening presence in Europe, Asia-Pacific, and the Middle East.
- **Platform Expansion**: Moving beyond traditional alternatives into structured investments and annuities.
- **AI & Data Leadership**: Leveraging acquisitions like AltExchange to embed AI-driven analytics and automation across the platform.
- **Institutional Partnerships**: White-labeling the platform for large banks and wealth managers to scale alternatives distribution.

## Why Work Here
- **Culture**: iCapital emphasizes open communication, transparency, integrity, collaboration, and excellence. The company has been recognized as a "Best Workplace" by Great Place to Work in Portugal and a "Best Startup Employer" by Forbes.
- **Growth & Development**: The company views learning and development as a critical investment, with career growth initiatives at every level — from recent graduates to senior managers. The company has grown from its 100th employee milestone to hundreds of employees globally, offering significant upward mobility.
- **Global & Collaborative Environment**: With 16 offices worldwide and an industry-leading R&D center in Lisbon, employees work on truly global teams. The company hosts monthly social events and volunteer opportunities.
- **Benefits**: Generous unlimited paid-time off (PTO), employer-matched retirement plan, 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, and subsidized health care. Benefits vary by country.
- **Office Policy**: Hybrid/office-based presence across global hubs. Offices are described as having fully-stocked kitchens and a collaborative atmosphere.

## Sources
1. [icapital.com](https://icapital.com/)
2. [icapital.com/about-us/](https://icapital.com/about-us/)
3. [icapital.com/careers/](https://icapital.com/careers/)
4. [job-boards.greenhouse.io/icapitalnetwork](https://job-boards.greenhouse.io/icapitalnetwork)
5. [linkedin.com/company/icapital-network-inc](https://www.linkedin.com/company/icapital-network-inc)

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