Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President

Responsibilities

• As a member of the Research and Due Diligence team, you will focus on:
• Understanding the construction, positioning, and investment rationale of custom and marketplace models
• Confidently articulating model design, use cases, and evolution—particularly as models incorporate alternatives
• Prioritizing client interactions and sales efforts with Private Wealth Solutions (PWS)
• Engaging advisors in model-related discussions
• Differentiating our models versus competing solutions
• Collaborating with internal teams to execute proactive advisor engagement strategies
• Leveraging available firm insights to inform targeting, education, and follow-up plans
• Providing structured feedback from advisor conversations to inform future custom model launches and enhancements to existing models

Qualifications

• Bachelor’s degree in finance, economics, or a related field; progress toward or interest in advanced certifications (e.g., CFA) is a plus
• 6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles. Exposure to alternative investments and/or model portfolios is preferred
• Strong analytical skills with the ability to evaluate investment data, portfolio performance, and market trends; experience with financial modeling and quantitative analysis is a plus
• Familiar with investment platforms, portfolio analytics tools, or financial systems used in wealth management or asset management environments
• Strong written and verbal communication skills, with the ability to clearly articulate investment concepts to both internal stakeholders and clients
• Demonstrated ability to work collaboratively across teams, manage multiple priorities, and support complex initiatives in a fast-paced environment

Benefits

The base salary range for this role is $155,000 to $175,000. 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).