--- title: 'Investment Strategy, Private Markets - Vice President at iCapital' canonical: 'https://feeny.ai/job/investment-strategy-private-markets-vice-president-icapital-new-york-new-york-qxksq3dqmbxr' type: 'job' last_seen: '2026-09-13' --- # Investment Strategy, Private Markets - Vice President at iCapital - **Company:** iCapital - **Location:** New York New York, United States - **Posted:** 2026-07-17 - **Last confirmed live:** 2026-09-13 - **Apply:** https://job-boards.greenhouse.io/icapitalnetwork/jobs/8373182002 ## Job description ## About the Role iCapital is seeking a Vice President, Private Markets Strategist to join the Investment Strategy team. This individual will play a key role in expanding the team's private markets coverage and supporting the growing demand for private market insights across advisors, clients, and internal stakeholders. Working alongside other investment strategists and private markets specialists, this role will help strengthen the team's collective research capabilities and thought leadership efforts as iCapital's private markets platform and client engagement activities continue to scale. This person will complement key macro and public market research output, while aiding iCapital’s total portfolio approach. The ideal candidate will possess deep private markets expertise and the ability to translate complex research and investment themes into clear, actionable messaging for financial advisors, clients, and distribution teams. This individual will serve as a strategic partner to iCapital's Alternative Distribution team, helping advisors better understand private market opportunities, market developments, portfolio applications, and evolving client needs. As advisor demand for education, portfolio guidance, and differentiated insights continues to grow, this role will help bridge investment research and commercial engagement efforts across the firm. ## Responsibilities - Conduct in-depth research and analysis across private equity, venture, private credit, infrastructure, real estate, secondaries, and other alternative investment strategies. - Develop differentiated viewpoints on private markets, including market trends, portfolio construction considerations and evolving investor adoption patterns. - Translate market research, investment data, and industry developments into actionable insights, advisor education materials, presentations, white papers, market commentaries, and client-facing content. - Partner closely with other members of the Investment Strategy team to enhance private markets coverage within broader asset allocation, market outlook, and thought leadership initiatives. - Collaborate with the Alternative Distribution team to support advisor engagement, strategic client conversations, educational events, and business development opportunities. - Serve as a subject matter expert during client meetings, advisor education sessions, conferences, webinars, and internal training programs. - Monitor industry trends, fund flows, regulatory developments, and competitive dynamics impacting private markets and alternative investments. - Leverage internal and external data sources to identify emerging themes and develop insights that inform investment narratives and client messaging. - Utilize analytical tools, technology, and AI-enabled research methodologies to improve research efficiency, uncover investment insights, and support scalable content creation. - Partner with Product, Research, Due Diligence, Distribution, and Client Solutions teams to ensure investment views and messaging remain aligned and relevant to evolving client needs. - Contribute to the development of repeatable research frameworks, knowledge resources, and scalable content supporting iCapital's expanding private markets platform. ## Qualifications - 8+ years of experience in private markets, alternative investments, asset management, investment strategy, investment research, or related investment functions - Deep expertise across private market asset classes, including private equity, private credit, infrastructure, real estate, and related alternative investment strategies - Strong analytical and quantitative capabilities with the ability to synthesize complex datasets into clear investment insights - Experience working with investment data platforms and technology-enabled research tools; familiarity with AI-driven research and analytics applications is highly desirable - Demonstrated ability to develop independent, differentiated investment viewpoints supported by rigorous analysis - Proven experience translating investment research into compelling client-facing content, presentations, thought leadership, and advisor education materials - Strong collaboration skills and a track record of working effectively across investment, product, distribution, research, and client-facing teams - Excellent written, verbal, and presentation skills with the ability to communicate complex investment topics to sophisticated audiences - Experience engaging directly with financial advisors, wealth management firms, institutional investors, or distribution teams is preferred - Proficiency with Excel and familiar with Bloomberg, PitchBook, Preqin, FactSet, or similar investment research platforms - Able to manage multiple priorities in a fast-paced environment while maintaining exceptional attention to detail ## Benefits The base salary range for this role is $160,000 to $200,000. 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. 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