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Financial Analyst

Financial Analyst A high-growth VC-backed SaaS company hiring its founding India revenue-finance team Location Bengaluru Mumbai Delhi NCR Hyderabad Pune Chennai Kolkata Ahmedabad — or Remote (India) About the Company Subscription revenue only tells the truth if someone is watching the right numbers and that is the seat this VC-backed SaaS company is opening in India. It has partnered with Flexiple to build out its founding finance function starting with an analyst who can turn ARR churn and cohort data into a story leadership trusts. Flexiple is a managed marketplace that helps global companies build high-performing teams and GCCs in India. Role Overview As a Financial Analyst you will own the numbers behind a fast-moving subscription business building the models forecasts and dashboards that tell the company where its revenue is really coming from. Key Responsibilities Revenue and Metrics Track MRR ARR churn expansion and cohort trends across the customer base Build and maintain the SaaS metrics dashboard used in every leadership review Flag anomalies in billing or usage data before they become finance surprises Planning and Partnering Support budgeting forecasting and monthly board-reporting cycles Partner with sales and customer success to model pipeline and renewal risk Ideal Candidate Profile 1 to 4 years in FP and A financial analysis or SaaS metrics reporting Strong Excel or Google Sheets skills and comfort pulling data from a billing or CRM system A curious structured thinker who is comfortable with ambiguity and fast iteration Clear written and spoken English and a reliable remote-work setup Preferred Qualifications Exposure to tools like Chargebee Stripe HubSpot or a modern BI stack CA Inter CFA Level 1 or an MBA in Finance What We Offer A seat on a subscription business's finance team where your metrics work shapes fundraising and board conversations Remote-friendly pan-India hiring with long-term placement A fast-moving low-bureaucracy environment where you will wear more than one hat Hiring Process HR Screening → Assignment → Team Round → Culture Fit This application will also be considered for other matched openings on the Flexiple platform.

Finance Business Analyst (Remote)

Role Finance Business Analyst (Remote) Location Remote (Work from Anywhere) Job Type Full-Time Payout Competitive based on experience Role Overview We are hiring for one of our clients seeking a Business Analyst (Finance) to work on a full-time basis. Finance experts with strong domain knowledge and analytical skills will collaborate with researchers to improve the performance of AI models. This role allows professionals to apply finance expertise across corporate finance investment banking accounting FP&A private equity and consulting without prior AI experience. Key Responsibilities • Evaluate AI model outputs for finance-related tasks and identify performance gaps • Develop structured rubrics and assessments for specialized areas such as deal analysis and M&A assessments • Collaborate with AI researchers and finance experts to design training methods and evaluation strategies • Create benchmarks for financial model performance in investment scenarios • Provide detailed feedback on model outputs to refine AI system accuracy Required Skills & Qualifications • 2+ years of experience in investment banking private equity venture capital FP&A accounting or financial consulting • Strong understanding of financial concepts including corporate finance investment analysis asset management and risk management • Excellent written and verbal communication in English • CFA (Level I/II/III) cleared CA/CPA/MBA in Finance preferred • Experience with on-job training or relevant certifications considered equivalent More About the Opportunity This role offers a unique opportunity to work with a global leader in the Technology Information and Internet industry contributing to the advancement of AI systems through financial expertise. Candidates will gain exposure to advanced AI systems and insights into their training processes. Equal Opportunity Employer We hire based on skills and expertise. All qualified candidates are welcome regardless of background experience or prior employment history. Applications are reviewed solely on demonstrated technical ability and qualifications. Apply Now!

Transaction Advisory Senior Associate

(TAS) Transaction Advisory Senior Associate w/ Regional CPA Firm - 100% REMOTE!!! Our client is a well-established Regional CPA Firm located in Chicago IL who are performing a select search for a talented Transaction Advisory Senior Associate to join their TAS Team on a FULLY REMOTE Schedule . TAS Senior and/or Audit Seniors w/ their CPA-license or CPA-Eligible are encouraged to Apply The firm is looking TAS professionals who interested in Career Growth toward Upper Management and Partnership Levels . The firm also offers an Exceptional Team Environment joining a team of high performers and a focus on Work-Life-Balance. Benefits Base Salary $90000 - $120000 Healthcare Medical Dental Vision Life Disability - 3 different options to choose from 401K w/ 3% employer Safe Harbor Contribution Open PTO People tend to take 3 to 5 weeks 4 weeks is encouraged with a mandatory 2-week vacation required Paid Paternity and Maternity Leave Career Growth Path to Upper Management and Partnership Levels!!! Qualifications CPA License or eligible and pursing Required 3+ years of relevant work experience at a senior level in accounting or finance preferably experience in audit or advisory with a public accounting firm Bachelor’s degree in Accounting Finance or other relevant discipline CFA or CMA designation is a plus Appy Today On LI or contact Bryan O'Guin at bryanoguin@srstaffing.com

Director, Strategic Finance - Venue Management

Director Strategic Finance – Venue Management About Legends Global Legends Global is the premier partner to the world’s greatest live events venues and brands. We deliver a fully integrated suite of premium services through a white-label model that keeps our partners front and center — from feasibility and project development to sales partnerships hospitality merchandise venue management and world-class content and booking. With a global network of more than 450 venues hosting 20000 events and welcoming 165 million guests annually Legends Global brings unmatched scale expertise and connectivity to help our partners grow. The Legends Global Way guides how we operate Align Scale Connect Team Win — shared success repeatable systems connected solutions unstoppable teams and wins that are earned every day. THE ROLE Legends Global is seeking a Director Strategic Finance to serve as the primary strategic finance partner to the Venue Management business. This individual will operate as the finance voice within the BU's senior leadership team — working alongside peer functional leaders in Controllership Insights/Analytics HR and IT and closely with the President to help run Venue Management as a cohesive well-governed business. This is a strategic finance leadership position with this individual serving as the BU's Head of FP&A bringing forward-looking analysis and business partnership to the organization's most important decisions. This role will be expected to bring rigor and discipline to how Venue Management plans forecasts and understands its own performance day to day. Key Responsibilities Strategic Finance Partnership to the BU Leadership Serve as a primary financial advisor and thought partner to Venue Management leadership including the President on strategy investment decisions portfolio/venue-level economics and growth initiatives. Represent Venue Management's financial position and priorities in corporate-level planning processes working closely with the SVP FP&A. Bring a rigorous scrutiny-ready lens to BU decision-making — stress-testing assumptions sizing risk and framing trade-offs with the discipline expected of a PE-backed business. Act as a connective tissue across the BU's leadership team — Controllership Insights/Analytics HR and IT — ensuring finance data people and systems priorities are aligned rather than run in silos. Head of FP&A for Venue Management Own the BU's annual budget quarterly forecasts and long-range planning process coordinating across venues regions and functional leads. Lead monthly management reporting and variance analysis ensuring leadership has a clear timely read on performance drivers risks and opportunities. Work closely with Insights/Analytics partners to inform the analytical infrastructure (models dashboards KPI frameworks) needed to run the BU with rigor at both the venue and portfolio level. Partner with Controllership on close-related matters (e.g. overhead allocation chargebacks one-time cost classification) to ensure reported results are clean defensible and audit-ready. Cross-Functional Collaboration Partner with the Insights/Analytics lead to ensure operational data and financial data tell a consistent story and to translate analytics into decisions. Coordinate with HR and IT peers on organizational design resourcing and systems needs (e.g. ERP rollout) that affect the BU's financial operations. Coordinate with Controllership during the monthly close process to review financial results and ensure alignment between operational drivers and reported figures. Contribute a finance-informed perspective to broader BU operating decisions working alongside peer functional leaders and the President on Venue Management's leadership team. Performance Management Own the KPI framework for Venue Management (e.g. EBITDA margin budget attainment venue-level profitability) and ensure consistent tracking and reporting. Ensure BU-level financial results and narratives are clean well-supported and ready to flow into broader corporate and global consolidation processes led by the SVP FP&A. Identify and quantify cost savings efficiency and margin improvement opportunities for the business partner with the President to prioritize and track execution. Participate in cross-enterprise finance initiatives (such as ERP implementations) as they touch Venue Management Job Qualifications & Behaviors Bachelor's degree in Finance Accounting or related field MBA or CFA preferred. Significant progressive finance experience with demonstrated FP&A leadership and a track record of direct business partnership with senior operating executives (President/GM/COO level or equivalent). Experience operating in a private equity-backed or multi-site environment strongly preferred with comfort operating under the discipline and scrutiny that comes with it. Background in venue management live events hospitality sports & entertainment or another multi-site operating business is a plus. Strong ERP and systems fluency (e.g. D365 or comparable platforms) experience partnering through an ERP implementation is a plus. Executive presence and the judgment to operate as a trusted advisor to a BU President — comfortable delivering difficult financial truths as well as strategic opportunities. Excellent written and verbal communication skills with the ability to translate complex financial analysis into a clear narrative for varied audiences. Strong collaborator who can build trust and alignment across peer functional leaders (Controllership Insights/Analytics HR IT) without formal authority over them. Compensation This role offers a base salary range of $150000–$175000 plus performance-based incentives and a comprehensive benefits package that includes medical dental vision life and disability insurance paid vacation and a 401(k) plan. The position offers flexibility in level and compensation based on the selected candidate’s experience skills qualifications and overall scope of responsibility. WORKING CONDITIONS Location Remote Physical Demands The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. NOTE The essential responsibilities of this position are described under the headings above. They may be subject to change at any time due to reasonable accommodation or other reasons. Also this document in no way states or implies that these are the only duties to be performed by the employee occupying this position. Legends Global is an Equal Opportunity/Affirmative Action employer and encourages Women Minorities Individuals with Disabilities and protected Veterans to apply. VEVRAA Federal Contractor.

Canadian Alternatives Distribution, Eastern Canada - Vice President

Remote Canada

About the Role iCapital is seeking a high performing Vice President Alternatives Distribution to lead sales coverage for the Eastern Canada region. As a senior sales leader this role will be responsible for driving adoption of alternative investment solutions across Canadian registered dealers investment advisors family offices and private wealth platforms. This role sits within iCapital’s Canadian Alternatives Distribution business and will play a key role in deepening advisor engagement scaling the distribution footprint and contributing to the continued growth of the alternative’s ecosystem in Canada. Responsibilities Build deep expertise across a curated offering of private credit private equity real estate infrastructure and hedge fund strategies. Develop and execute a proactive regional coverage plan to expand iCapital’s presence among advisors and dealer platforms. Use a consultative sales approach to acquire new relationships expand existing accounts and provide exceptional ongoing client service. Deliver thoughtful advisor education on incorporating alternative investments into diversified client portfolios. Partner with Canadian leadership to refine the coverage model (i.e. regional segmentation territory optimization investor base analytics). Lead onboarding and engagement of new advisor relationships onto iCapital’s platform to facilitate product access and adoption. Collaborate across iCapital’s stakeholders position the firm’s value proposition and service offerings effectively. Represent iCapital at regional and national industry events conferences and advisor seminars. Maintain a high level of professionalism and market presence as one of the senior external faces of the Canadian distribution business. Qualifications 10+ years of client facing experience in the Canadian investment industry (i.e. external wholesaling capital raising national accounts client portfolio management product specialist roles) Bachelor’s degree is required Bi-lingual in English and French is required Demonstrated success selling or supporting a diverse range of investment strategies ideally with exposure to alternative investments Direct relationships with Canadian banks independent dealers family offices and investment advisors within the target region CFA or CAIA certification or progress toward completion is preferred Meets the regulatory requirements to be registered as a Registered Individual (Exempt Market Dealer). CIM designation or CSC completion is preferred Highly motivated self-starter who thrives in an entrepreneurial growth-oriented environment with limited oversight Outstanding relationship building communication and presentation skills Benefits Employees in this role will work fully remote. Every department has different needs and some positions will be designated in-office jobs based on their function. iCapital offers a comprehensive benefits package that includes a competitive total compensation package consisting of salary bonus and equity for all full-time employees. The Company pays 100% of the premium for all Group Benefits for you and your dependents. Some of these benefits include medical dental vision prescription life insurance and long-term disability. We offer a variety of Retirement Plans which have a company match. We offer unlimited Paid Time Off (PTO) and most employees the flexibility to work in the office three to four days and remotely for the remainder of the week. Every department has different needs and some positions will be designated in-office jobs based on their function. 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 support a fair and inclusive workplace in which all applicants have an opportunity to fulfill their potential and every person has the right to equal treatment with respect to employment without discrimination. iCapital does not tolerate any discrimination contrary to the Ontario Human Rights Code including on the grounds of race ancestry place of origin colour ethnic origin citizenship creed sex sexual orientation gender identity gender expression age record of offences marital status family status or disability.

Private Capital Fund Finance - Associate

Salt Lake City, Utah, United States

About the Role iCapital is looking for an Associate to join its Fund Finance Private Capital team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members vendors senior management and clients on a variety of accounting and reporting processes. This role will report to a Vice President Fund Finance Private Equity. Responsibilities Work with iCapital’s implementation teams with regards to new business and fund launches. Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective. Determine commitment sizes to underlying funds and conduct analysis on feeder fund expenses. Oversee quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs. Review and sign-off on capital call and distribution cash analysis investor allocation files and notices prepared by third party admins and Associate or AVP members of the Fund Finance team. Participate in management-level meetings internally and externally. Attend prospective clients’ on-site due diligence. Approve and release quarterly management fee payment wires. Facilitate and work with iCapital Technology and Product teams to drive process automation and efficiency. Monitor fund’s compliance with the partnership operating agreement terms. Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP. Qualifications Bachelor’s degree in accounting or finance 3 to 6 years of financial services or asset management accounting and operations experience Alternative investments fund administration and operations is a plus Advanced degree and/or credentials or progress towards MBA CPA CFA or CAIA designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced demanding environment Strong verbal written and interpersonal communication skills Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $70000 to $85000. 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.

Private Capital Fund Finance - Assistant Vice President

Salt Lake City, Utah, United States

About the Role iCapital is looking for an Assistant Vice President to join its Fund Finance Private Equity team to focus on Private Capital Fund Accounting and Administration duties. This individual will work closely with other team members vendors management and clients on a variety of accounting and reporting processes. This role will report to the Vice President Fund Finance Private Equity. Responsibilities Work with third-party administrators to ensure all quarterly valuations are completed in a timely manner general ledger entries are accurate and investments are valued in accordance with fair value market principles. Review fund expenses and accruals and compare them to annual budgets to identify outliers and propose adjustments as necessary. Review investor allocations to confirm profits losses and fees are calculated in accordance with the partnership operating agreements. Approve investor capital account statements on a quarterly basis. Review and approve quarterly management fee and trailer calculations. Determine review of third-party administrator’s preparation and coordination of investor capital calls and distributions in coordination with the third-party administrator including investor allocation calculations and call and distribution notices. Reconcile accounting data between iCapital and third-party administrator using automated tools and applications. Coordinate with internal and/or external parties to resolve discrepancies. Liaise with underlying fund managers when required. Handle ad hoc requests. Monitor fund’s compliance with the partnership operating agreement terms. Review of the preparation of annual fund financial statements in accordance with US GAAP. Qualifications Bachelor’s degree in accounting or finance 6-10+ years of financial services or Asset Management accounting and operations experience. Alternative Investments Fund Administration and Operations is a plus Advanced degree and/or credentials or progress towards such as MBA CPA CFA or CAIA Designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced demanding environment Strong verbal written and interpersonal communication skills High level of integrity Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $85000 to $110000. 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.

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President

Greenwich, Connecticut, United States New York, New York, United States

About the Role iCapital is looking to hire a Product Manager Assistant Vice President or Vice President professional to help manage its alternatives-focused model portfolios initiatives. This role will support the Team Lead with developing the roll-out plan for model portfolios interact with clients to increase adoption and manage internal workstream to ensure smooth execution. This individual should have strong knowledge of alternative investments as well as utilization of model portfolios by wealth advisors. Responsibilities As a member of the Research and Due Diligence team you will focus on Understand the construction positioning and investment rationale of custom and marketplace models Confidently articulate model design use cases and evolution—particularly as models incorporate alternatives Partner with Private Wealth Solutions (PWS) to support sales and marketing of Custom model portfolios already launched and currently in development Marketplace models available on the platform Collaborate with National Accounts to align on the development and implementation of model portfolio sales efforts with enterprise and home office distribution strategies Act as the primary sales-facing resource focused on model portfolios including Engaging advisors in model-related discussions Addressing questions on portfolio construction positioning and implementation Differentiating our models versus competing solutions Collaborate with internal teams to execute proactive advisor engagement strategies including Targeted outbound calling campaigns using home office–provided data Follow-up on advisor activity and interest in iCapital supported custom and Marketplace Partner with home office contacts (e.g. independent broker-dealers and enterprise platforms) that Provide data and intelligence on priority advisors Support and endorse direct sales campaigns Partner with internal iCapital teams (Nationals Accounts and Marketing) to deliver coordinated engagement plans collaborating with home office partners (e.g. independent broker-dealers and enterprise platforms) to improve distribution effectiveness and advisor experience including Leverage available firm insights (e.g. segmentation adoption trends engagement indicators) to inform targeting education and follow-up plans Coordinate approved enablement and campaign support (e.g. messaging training rollout timelines and feedback loops) to drive awareness adoption and successful implementation Provide structured feedback from advisor conversations to inform Future custom model launches Enhancements to existing models and sales messaging Qualifications Bachelor’s degree in finance economics or a related field progress toward or interest in advanced certifications (e.g. CFA) is a plus 6-12 years of experience in financial services with experience in portfolio management investment analysis product or investment-related roles. Exposure to alternative investments and/or model portfolios is preferred Strong analytical skills with the ability to evaluate investment data portfolio performance and market trends experience with financial modeling and quantitative analysis is a plus Familiar with investment platforms portfolio analytics tools or financial systems used in wealth management or asset management environments Strong written and verbal communication skills with the ability to clearly articulate investment concepts to both internal stakeholders and clients Demonstrated ability to work collaboratively across teams manage multiple priorities and support complex initiatives in a fast-paced environment Benefits The base salary range for this role is $155000 to $175000. 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.

Hedge Fund Finance - Vice President

Salt Lake City, Utah, United States

About the Role iCapital is looking for a Vice President to join its Hedge Fund Finance team to focus on Hedge Fund Accounting and Administration duties. This individual will work closely with other team members vendors senior management and clients on a variety of accounting and reporting processes. Responsibilities Lead and manage a portfolio of private equity and hedge fund feeder funds. Work with the Implementation teams with regards to new business and fund launches. Review feeder fund draft documents (LPA/PPM) as well as underlying fund operational questionnaires prior to fund launch. Provide feedback to internal legal or fund origination teams if there is anything that should be considered from a fund finance perspective. Review monthly and/or quarterly feeder fund NAV and partners’ capital account statement issuance by the team and track KPIs. Review and sign-off on capital call and distribution cash analysis investor allocation files and notices prepared by third party admins and Associate or Assistant Vice President members of the Fund Finance team. Participate in management-level meetings internally and externally. Facilitate and work with the Technology and Product teams to drive process automation and efficiency. Monitor fund’s compliance with the partnership operating agreement terms. Oversee the funds’ progress on preparation of annual fund financial statements in accordance with US GAAP. Help prepare and oversee other periodic and ad hoc reporting in collaboration with compliance legal and other internal and external stakeholders. Qualifications Bachelor’s degree in accounting or finance 10-15 years of fund management accounting and operations experience with a focus on alternatives Advanced degree and credentials or progress towards MBA CPA CFA or CAIA designation is a plus Passion for the application of innovative technology Proven ability to multi-task and work both independently and as a team player in a fast-paced demanding environment Strong verbal written and interpersonal communication skills Willingness to learn new topics and work in an evolving business environment Organized and detail oriented with big picture capability Benefits The base salary range for this role is $125000 to $155000. 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.

Fund Monitoring - Analyst / Associate

Hong Kong, China

About The Role iCapital is looking to hire a Fund Monitoring Analyst to join the Fund Monitoring Reporting and Governance team. This individual will be responsible for conducting ongoing investment monitoring for private market fund investments across the iCapital platform. Over time this role will also involve presenting investment updates to both internal stakeholders as well as wealth advisors and their clients. Responsibilities Monitor underlying fund performance across iCapital’s private equity private credit and real asset offerings. Prepare clear and concise call summaries investment updates and talking points. Prepare performance analytics and fund-level financial modeling. Keep track of broader macro developments and trends through regular engagement with iCapital’s fund managers. Attend Annual General Meetings (AGMs) on behalf of iCapital to receive updates from fund managers. Maintain and update internal confluence fund monitoring database. Communicate fund investment updates effectively to both internal and external stakeholders. Prepare materials and analysis for use by Governance colleagues on select projects including secondary sales and investment oversight decisions. Qualifications Bachelor’s Degree progress toward CFA or CAIA is preferred 1-3 years of relevant experience private markets investment banking asset management or investment consultant experience is a plus Strong verbal and written communication skills Experience with financial analysis and modeling. Proficiency in Excel is required familiarity with valuation methodologies (DCF peer comps etc.) preferred Interest in and willingness to learn about the alternative investment landscape Excellent organizational skills and attention to detail Proficiency in English Cantonese and Mandarin is preferred Willingness and ability to travel up to ~10% as required 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.