Corporate Development and Strategy - Associate
iCapitalNew York, New York, United States · Posted 4 months agoDescription
About the Role
iCapital is seeking an Associate to join the Corporate Development and Strategy team. The individual will join a highly valued team responsible for evaluating, planning, and executing organic and inorganic strategic initiatives across the company. This role includes working directly with senior leadership and is pivotal to fostering the strategic direction and long-term growth of iCapital. Areas of engagement will include market assessments, strategic planning, M&A evaluation, due diligence, and other high-priority strategic initiatives.
This role requires someone who thrives in environments where intellectual curiosity, resourcefulness, and ownership are essential, with a strong interest in next-generation financial technology trends shaping the future of asset and wealth management. The ideal candidate is an exceptional communicator, operator, and problem solver who can conduct detailed analysis and share findings in well-constructed, focused deliverables including presentation.
Responsibilities
- Conduct thorough, data-driven quantitative and qualitative analysis to support corporate development and strategy initiatives and recommendations.
- Serve as a key team member driving end-to-end M&A and partnership processes, supporting deliverables and managing due diligence workstreams from start to finish, including working across teams to advance processes.
- Build organized, dynamic forecast models leveraging diligence- and research-driven assumptions to support detailed valuation analyses.
- Conduct well-documented sub-sector research including market trends, TAM analysis, growth trajectory, competitive landscape, strategic fit with iCapital, and potential M&A targets.
- Help maintain detailed, well-organized tracking of industry insights, competitive intelligence, and thematic research to inform corporate strategy.
- Facilitate the execution of post-acquisition integration activities across key business functions.
- Prepare and present executive-ready deliverables, including business plans, financial analyses, and industry assessments, with clear, actionable insights.
- Collaborate with internal stakeholders across business lines to develop, recommend and execute strategic initiatives supported by validated business and financial cases.
- Assist with special projects supporting senior management's strategic goals and iCapital's overall business growth.
Qualifications
- 2 - 4 years of relevant experience in corporate development and strategy, investment banking, private equity, management consulting, corporate finance, or a similar strategic or analytical role
- Previous experience in a fast-paced, performance-driven environment, preferably within financial technology, financial services, or a related industry
- Strong intellectual interest in alternative investments and wealth management and a passion for contributing to the growth of an industry-defining company
- Self-starter with a strong work ethic, integrity, and an all-in mentality, consistently going above and beyond expectations
- Energetic, team-oriented, and highly organized, able to manage multiple complex projects and competing priorities simultaneously
- Proven ability to thrive in fast-paced, high-pressure environments while meeting demanding deadlines
- Exceptional ability to articulate opinions, write clear and concise strategic materials, and develop impactful presentations on investment opportunities and business recommendations
- Highly collaborative, with a track record of working effectively across organizational lines and with key stakeholders
- Advanced proficiency in Microsoft Excel and PowerPoint, including expertise in financial modeling, valuation techniques, and building executive-level presentations. Experience utilizing AI-driven applications (i.e. Co-Pilot, ChatGPT, and Claude)
- Experience working with alternative funds and familiar with fund structures, operations, and valuation methodologies is a plus
Benefits
The base salary range for this role is $120,000 to $135,000. 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.
Similar jobs
Est. 180,000 USD
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 t…
Est. 95,000 USD
About the Role iCapital is looking to hire an Associate to join the Investor Relations team to service the company’s rapidly growing client base. This role will work with a broad range of clients within a fast-paced, col…
Est. 120,000 USD
About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, fo…
Est. 180,000 USD
iCapital is seeking a highly motivated, outgoing, and experienced Business Development professional to join the Relationship Management team developing iCapital’s enterprise presence in the US wealth channel. This team d…
Est. 185,000 USD
About the Role iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, a…
Est. 160,000 USD
About the Role iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, fo…
Est. 115,000 USD
About the Role The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. You will work closely with our Product Managem…
Est. 185,000 USD
About the Role iCapital is looking to hire a Vice President to join the Structured Investments team. This role will support the Structured Investments team, within the firm’s technology platform, by owning, developing, a…
Est. 105,000 USD
About the Role iCapital is looking for a Client Delivery Specialist, Assistant Vice President to join the Data Solutions team. iCapital is looking to hire a Client Delivery Specialist, Assistant Vice President to join th…
Est. 175,000 USD
About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business an…
Est. 120,000 USD
About the Role iCapital is seeking an Assistant Vice President to join the Asset Manager Solutions International team, to contribute to the development and execution of iCapital’s global strategy. This individual will su…
Est. 120,000 USD
About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the…
Est. 65,000 USD
About the Role iCapital is looking to hire an Analyst to join its Platform Support team. The team provides service and technical support to its rapidly growing client base of financial advisors and individual investors,…
Est. 80,000 USD
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients an…
Est. 140,000 USD
About the Role The Full Stack Engineer at iCapital will work end-to-end on new features, enhancements, and defect resolution on one or more of iCapital's software platforms. This individual will work closely with our Pro…
Est. 80,000 USD
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues…
Est. 175,000 USD
About the Role iCapital is looking to hire a Vice President to join the Alternatives Distribution team. This individual will be responsible for supporting iCapital National Account efforts to proactively grow business an…
Est. 80,000 USD
About the Role iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital’s clients an…
Est. 77,500 USD
About the Role iCapital is seeking an Associate to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborativ…
Est. 127,500 USD
About the Role iCapital is seeking a Business Control Assistant Vice President to strengthen the firm’s operational foundation by embedding a robust first line of defense (1LOD) business control framework. This individua…
Est. 80,000 USD
About the Role iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues…
Est. 120,000 USD
About the Role iCapital is looking to hire an Associate or Assistant Vice President to join the Structured Investments team. The ideal candidate will support client management and business development efforts across the…
Est. 190,000 USD
About the Role iCapital is seeking two mid-senior level investment professionals for its portfolio management team, who will each be responsible for building and managing an evergreen portfolio comprised of private equit…
About the Role iCapital Network is seeking an AI and Business Management, Associate to join the International Client Solutions Asia Pacific team, supporting the execution of strategic and AI-driven initiatives across the…
Est. 97,500 USD
About the Role iCapital is looking for an Associate or Assistant Vice President to join the Implementation Specialists team. This individual will lead small and medium client integrations independently and assist senior…
Est. 77,500 USD
About the Role iCapital is seeking an Associate to join the Platform Operations team. This role sits at the center of iCapital's mission, focusing on enhancing operational scalability, driving innovation, and ensuring th…
Est. 102,500 USD
About the Role iCapital is seeking a highly motivated and intellectually curious Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to become a subject mat…
Est. 110,000 USD
About the Role iCapital is looking to hire an Assistant Vice President Account Executive who will work on the front lines of iCapital’s growth. As a foundational member of the Sales team, this individual will be responsi…
Est. 150,000 USD
About the Role The Backend Engineer at iCapital will play an integral role in designing and implementing systems that power the iCapital platform. We are looking for engineers who can build APIs and applications that are…
Est. 65,000 USD
About the Role iCapital is seeking an Analyst to service the company’s rapidly growing client base within the Investor Relations team. This role will work with a broad range of clients within a fast-paced, collaborative,…