What are the responsibilities and job description for the Investment Strategy Research - Associate / Assistant Vice President position at iCapital?
About The Role
iCapital is seeking a Research Associate or Assistant Vice President to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role involves producing actionable insights, supporting white papers, market outlooks, building models, and collaborating with Senior Leadership to translate research into client-facing materials. The ideal candidate will work at the intersection of macro trends, portfolio strategy, and innovation within a fast-growing fintech platform.
Responsibilities
The base salary range for this role is $100,000 to $160,000. 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/
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.
iCapital is seeking a Research Associate or Assistant Vice President to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role involves producing actionable insights, supporting white papers, market outlooks, building models, and collaborating with Senior Leadership to translate research into client-facing materials. The ideal candidate will work at the intersection of macro trends, portfolio strategy, and innovation within a fast-growing fintech platform.
Responsibilities
- Conduct macroeconomic, sectoral, and cross-asset research across equities, fixed income, FX and commodities, and private markets.
- Track policy actions, capital flows, and secular themes such as AI, energy transition and deglobalization to identify investment-relevant signals.
- Research and support the drafting of weekly market notes, quarterly outlooks, and long-form white papers.
- Support the preparation of executive presentations and advisor education materials aligned to iCapital’s market perspective.
- Support research and monitoring across private equity, private credit, real estate, infrastructure, and hedge fund strategies.
- Build and maintain financial models and leverage Bloomberg Terminal and Excel for data analysis.
- Partner with Investment teams and Senior Leadership to frame research questions and deliver executive-ready insights under tight timelines.
- Assist with establishing repeatable research processes and maintain a base knowledge of thematic and market intelligence.
- 2-7 years of experience in investment banking, private markets or alternatives, asset management, or investment strategy and research
- Demonstrated research experience across public or private markets
- Expertise in Excel and Bloomberg Terminal
- Knowledge of Pitchbook, Preqin, Macrobond or other similar data service provider is preferred
- Able to work under tight deadlines, manage multiple priorities, and maintain attention to detail
- Strong written and verbal communication skills
- Comfortable crafting executive-level presentations
- Passion and curiosity for global markets
- Strong modeling and quantitative skills is a plus
The base salary range for this role is $100,000 to $160,000. 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/
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.
Salary : $100,000 - $160,000