Global Due Diligence Support, Analyst

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services, approximately $218 billion in global client assets invested in 1,760 funds, as of January 2024.

 

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a four-time winner of MMI/Barron’s Solutions Provider award (See link below). 

 

About the Role

iCapital is seeking a Global Due Diligence Support Analyst to join our growing Global Proposal Management team within the Firmwide Analytics and Initiatives department. This is a critical role in supporting client relations and proposal writing within the company. This role will support the completion of Requests for Proposals (RFPs), Requests for Information (RFIs), Due Diligence Questionnaires (DDQs) and other client inquiries. This individual will develop and build strong cross-functional relationships with Business Development, Legal, Compliance, Finance, InfoSec, Product and other subject matter experts. The ideal candidate will have excellent organizational skills, strong writing abilities, the ability to coordinate cross-functional teams, strong attention to detail, and the ability to thrive in a fast-paced environment.

 

Responsibilities

• Assist in the preparation and completion of DDQs, RFPs, and RFIs.
• Collaborate with cross-functional teams, including business development, subject matter experts, and other stakeholders, to gather necessary information for proposals.
• Maintain and contribute to a comprehensive content library to streamline future proposal efforts. 
• Coordinate necessary materials from stakeholders to assist with client calls.
• Support the tracking and reporting of proposal activity, success rates, and client feedback.
• Assist in process improvement initiatives to streamline RFP/DDQ workflows and response efficiency.

 

 

Qualifications

• Bachelors degree in a relevant field is required
• 0-2 years of experience in RFPs, DDQs, client reporting, or a similar function in financial services/ internship experience
• Strong writing, editing, and analytical skills
• Able to manage multiple projects under tight deadlines with strong attention to detail.
• Excellent project management skills with the ability to manage multiple time-sensitive projects simultaneously
• Strong written and verbal communication skills, with the ability to articulate complex ideas and solutions in a clear and compelling manner
• Team-oriented mindset with strong communication and interpersonal skills
• Proficiency in Microsoft Office (Word, Excel, PowerPoint); experience with RFP software (e.g., Responsive, Loopio, Qvidian) is a plus

 

Benefits

The base salary range for this role is $70,000 to $75,000.  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.