Back to jobs
New

Corporate Finance, Equity - Associate / Assistant Vice President

Greenwich, CT, United States

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 $209 billion in global client assets invested in 1,690 funds, as of November 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 an experienced and versatile Equity Management professional to join our Corporate Finance department, focusing on Equity Management within the Corporate Reporting team. This pivotal role offers the opportunity to shape a rapidly growing area of equity management, which includes stakeholder communications, equity compensation, equity accounting, shareholder management, and more. The ideal candidate is as comfortable drafting clear, professional communications, as they are working with complex data sets.

This position combines routine financial reporting responsibilities with strategic involvement in ad hoc projects, including equity analysis and the integration of merger and acquisition (M&A) targets. The ideal candidate thrives in a dynamic environment and possesses exceptional interpersonal and analytical skills.

 

Responsibilities

  • Shareholder Communications and Support: Address internal and external shareholder inquiries through a ticketing system (FreshService-based) and create new drafts of stakeholder and other communications.
  • Training & Education: Develop and deliver training materials for global employees on equity compensation topics using PowerPoint and other tools.
  • Cross-Functional Collaboration: Partner with Human Resources, Legal, Payroll, and Corporate Development teams on initiatives like processing new equity awards, primary equity issuances, stock option exercises, RSU settlements.
  • Process Improvement: Identify gaps in current processes, implement internal controls, and drive continuous improvements in equity and reporting workflows.
  • Special Projects: Support ad hoc initiatives such as equity accounting analysis, M&A integrations, liquidity events and external audits.
  • Financial Reporting & Analysis: Assist with monthly reporting of the company’s capitalization table and stock-based compensation calculations.
  • Data Management and Analysis: Input, extract and analyze data using iCapital’s equity management software Carta. Work with large datasets in Excel and present insights effectively.
  • Journal Entries: Prepare equity-related journal entries, including those for option exercises, equity issuances, and stock-based compensation expenses using platforms NetSuite and Carta.
  • Tax Compliance: Manage domestic and international tax reporting for option exercises and taxable income, including preparing data for U.S. tax filings (e.g., forms 3921, 1099-B) and ensuring compliance with local tax regulations globally.

 

Qualifications

  • Bachelor’s degree in business, accounting, finance, or a related field. Advanced degree is preferred
  • Interest in pursuing an Equity Compensation Associate (ECA), Certified Equity Professional (CEP) designations, or other relevant certifications. Desire to engage in ongoing learning and professional development
  • 3 - 5+ years of relevant experience in financial services
  • Exceptional ability in data management and written communications, with a strong aptitude for implementing checks and balances independently
  • Excellent verbal and written communication abilities, with a talent for simplifying complex concepts and a passion for training and educating others
  • Proficiency and experience in PowerPoint for creating and delivering professional presentations.
  • Advanced Excel skills (e.g., VLOOKUPs, pivot tables)
  • Experience with equity management software preferred (e.g., Carta, Astrella, Pulley, JP Morgan Workplace Solutions, etc.)
  • Experience with General Ledger systems (e.g., Oracle NetSuite, SAP, PeopleSoft) is preferred
  • General US GAAP accounting knowledge, with a familiarity of stock-based compensation accounting (ASC 718)
  • Understanding of company capital structures and familiarity with 409A valuations
  • Self-motivated, flexible, strong verbal presentation skills, detail-oriented, and capable of balancing day-to-day responsibilities with long-term strategic goals

 

 

Benefits

The base salary range for this role is $ 90,000 to $ 140,000. 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.

Apply for this job

*

indicates a required field

Resume/CV*

Accepted file types: pdf, doc, docx, txt, rtf

Cover Letter

Accepted file types: pdf, doc, docx, txt, rtf

Education

Select...
Select...
Select...
Select...
Select...
iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role. *

Please confirm the office location/s you are comfortable commuting to:

Voluntary Self-Identification

For government reporting purposes, we ask candidates to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

Select...
Select...
Race & Ethnicity Definitions

If you believe you belong to any of the categories of protected veterans listed below, please indicate by making the appropriate selection. As a government contractor subject to the Vietnam Era Veterans Readjustment Assistance Act (VEVRAA), we request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake pursuant to VEVRAA. Classification of protected categories is as follows:

A "disabled veteran" is one of the following: a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or a person who was discharged or released from active duty because of a service-connected disability.

A "recently separated veteran" means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.

An "active duty wartime or campaign badge veteran" means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.

An "Armed forces service medal veteran" means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.

Select...

Voluntary Self-Identification of Disability

Form CC-305
Page 1 of 1
OMB Control Number 1250-0005
Expires 04/30/2026

Why are you being asked to complete this form?

We are a federal contractor or subcontractor. The law requires us to provide equal employment opportunity to qualified people with disabilities. We have a goal of having at least 7% of our workers as people with disabilities. The law says we must measure our progress towards this goal. To do this, we must ask applicants and employees if they have a disability or have ever had one. People can become disabled, so we need to ask this question at least every five years.

Completing this form is voluntary, and we hope that you will choose to do so. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way. If you want to learn more about the law or this form, visit the U.S. Department of Labor’s Office of Federal Contract Compliance Programs (OFCCP) website at www.dol.gov/ofccp.

How do you know if you have a disability?

A disability is a condition that substantially limits one or more of your “major life activities.” If you have or have ever had such a condition, you are a person with a disability. Disabilities include, but are not limited to:

  • Alcohol or other substance use disorder (not currently using drugs illegally)
  • Autoimmune disorder, for example, lupus, fibromyalgia, rheumatoid arthritis, HIV/AIDS
  • Blind or low vision
  • Cancer (past or present)
  • Cardiovascular or heart disease
  • Celiac disease
  • Cerebral palsy
  • Deaf or serious difficulty hearing
  • Diabetes
  • Disfigurement, for example, disfigurement caused by burns, wounds, accidents, or congenital disorders
  • Epilepsy or other seizure disorder
  • Gastrointestinal disorders, for example, Crohn's Disease, irritable bowel syndrome
  • Intellectual or developmental disability
  • Mental health conditions, for example, depression, bipolar disorder, anxiety disorder, schizophrenia, PTSD
  • Missing limbs or partially missing limbs
  • Mobility impairment, benefiting from the use of a wheelchair, scooter, walker, leg brace(s) and/or other supports
  • Nervous system condition, for example, migraine headaches, Parkinson’s disease, multiple sclerosis (MS)
  • Neurodivergence, for example, attention-deficit/hyperactivity disorder (ADHD), autism spectrum disorder, dyslexia, dyspraxia, other learning disabilities
  • Partial or complete paralysis (any cause)
  • Pulmonary or respiratory conditions, for example, tuberculosis, asthma, emphysema
  • Short stature (dwarfism)
  • Traumatic brain injury
Select...

PUBLIC BURDEN STATEMENT: According to the Paperwork Reduction Act of 1995 no persons are required to respond to a collection of information unless such collection displays a valid OMB control number. This survey should take about 5 minutes to complete.