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Operational Due Diligence Lead - Senior Vice President

New York, NY, United States

About the Role

iCapital is looking to hire a Senior Vice President to join the iCapital Solutions team. The Operational Due Diligence (ODD) Lead will be responsible for overseeing and conducting thorough operational due diligence on prospective and current investments. The ideal candidate will have a deep understanding of operational risks, internal controls, and industry best practices. This role requires a strategic thinker with exceptional analytical skills, and the ability to communicate complex findings effectively.

Responsibilities

  • Lead Operational Due Diligence: Conduct and oversee comprehensive operational due diligence on investment opportunities, including site visits, interviews, and detailed analysis of operational processes.
    • Conduct assessments of external fund managers, with a focus on private equity, private credit, and real assets
  • Risk Assessment: Identify, evaluate, and mitigate operational risks associated with potential and existing investments.
  • Due Diligence Reports: Prepare and present detailed due diligence reports, summarizing findings and providing recommendations to the investment committee.
  • Monitor Investments: Monitor the operational performance of portfolio companies on a regular basis to ensure compliance with established standards and identify any emerging risks.
  • Collaboration: Work closely with investment teams, legal, compliance, and other stakeholders to ensure a holistic approach to due diligence and risk management.
  • Industry Best Practices: Stay abreast of industry trends, regulatory changes, and best practices in operational due diligence and risk management.
  • Training and Development: Mentor and train junior team members, fostering a culture of continuous improvement and professional development.

Qualifications

  • Education: Bachelor's degree in finance, business administration, accounting, or a related field. MBA or relevant professional certifications (e.g., CPA, CFA) is preferred
  • Experience: 10-15 years of experience in operational due diligence, risk management, internal audit, or a related field within the investment industry
  • Analytical Skills: Strong analytical and problem-solving skills with the ability to synthesize complex information
  • Communication Skills: Excellent written and verbal communication skills, with the ability to present findings clearly and persuasively
  • Attention to Detail: Exceptional attention to detail and a commitment to delivering high-quality work
  • Project Management: Proven project management skills, with the ability to manage multiple projects and meet tight deadlines
  • Interpersonal Skills: Strong interpersonal skills and the ability to build effective relationships with internal and external stakeholders

Benefits

The base salary range for this role is $175,000 to $225,000.  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.

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