Junior Portfolio Manager, iDPE - Vice President

Job description

About the Role iCapital’s rapidly growing iDirect platform of registered evergreen funds is seeking a private equity focused Vice President responsible for evaluating new direct co-investment opportunities, monitoring and analyzing the existing portfolio, communicating with internal sales resources and external investors, and conducting ad hoc business development projects. Responsibilities: - Perform due diligence on private companies and their industries alongside senior team members. - Prepare investment memoranda. - Oversee portfolio monitoring, portfolio analysis, and liquidity planning. - Liaise internally with the Sales, Accounting, Product Management, Compliance, and Marketing teams. - Support external communications regarding the Fund, including engagement with prospective and existing investors. - Track market trends, competitor activity, and industry developments. - Create business development presentations as required. Qualifications: - 6+ years of relevant experience in financial services (e.g., private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.) - Excellent written and verbal communicati...