Investment Strategy, Private Markets - Vice President

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.
• 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 familiarity 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.

Pay

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).

Schedule

Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.