Back to jobs
New

Investment Strategy - Associate

New York, New York, United States

About the Role

iCapital is seeking an Associate to join the Investment Strategy team and contribute to research across global public and private markets, alternative investments, disruptive technologies, and thematic investing. This role will support the firm's efforts to deliver differentiated market insights while helping advisors and clients navigate an increasingly complex investment landscape through combining investment research expertise with data analytics capabilities. This individual will help to produce market commentary, supporting white papers and outlooks by building analytical models, and leveraging modern tools such as Python, AI-enabled research workflows, and financial datasets to enhance research efficiency and investment intelligence. This role will work at the intersection of macro trends, portfolio strategy, private markets, and innovation within a fast-growing fintech platform.

Responsibilities

  • Conduct macroeconomic, sector, thematic, and cross-asset research across public and private markets, including equities, fixed income, currencies, commodities, private equity, private credit, real estate, infrastructure, and hedge fund strategies.
  • Track policy developments, capital flows, fundraising activity, valuations, and secular themes such as artificial intelligence, energy transition, demographic shifts, and deglobalization to identify investment opportunities and market signals.
  • Research, draft, and support the production of market commentary, quarterly outlooks, thematic reports, white papers, executive presentations, advisor education materials, and thought leadership content for internal and client-facing audiences.
  • Build and maintain financial models, quantitative analyses, and investment dashboards utilizing Excel, Bloomberg, Python, and other analytical tools.
  • Leverage data analytics, AI-enabled research tools, alternative data sources, and large market datasets to generate investment insights, improve research processes, and support strategic decision-making.
  • Partner with investment teams and senior leadership to frame research questions, synthesize complex information, and deliver executive-ready insights under tight timelines.
  • Assist in establishing scalable and repeatable research processes while maintaining a comprehensive knowledge base of market, thematic, and private markets intelligence.

Qualifications

  • 2-4 years of experience in investment banking, private markets, alternatives, asset management, investment research, or investment strategy
  • Demonstrated research experience across public or private markets, with a strong interest in alternative investments and portfolio construction
  • Strong understanding of private markets, including private equity, private credit, real estate, infrastructure, and hedge fund strategies
  • Experience with data analytics, quantitative research, and financial modeling
  • Working knowledge of Python and its application to financial analysis, data visualization, automation, and investment research
  • Familiar with AI-powered research tools, machine learning concepts, or modern analytical workflows is preferred
  • Knowledge of PitchBook, Preqin, Macrobond, FactSet, Bloomberg or similar market and alternative investment data platforms is preferred
  • Able to work under tight deadlines, manage multiple priorities, and maintain exceptional attention to detail
  • Strong written and verbal communication skills, with the ability to translate complex investment and data-driven insights for a variety of audiences
  • Comfortable crafting executive-level presentations and client-facing materials
  • Passion for global markets, private markets, innovation, and emerging technologies
  • Strong quantitative, analytical, and problem-solving capabilities

Benefits

The base salary range for this role is $90,000 to $130,000. 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...

This applies to full time roles only.

This applies to full time roles only.

This applies to full time roles only.

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. *

This only applies to U.S. based roles.

This question is optional.

This question is optional.

iCapital Voluntary Self-Identification Questions [U.S. Only]

Candidates are invited 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 Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

If you believe you belong to any of the categories of protected veterans listed below, and you voluntarily decide to complete this survey, please indicate by making the appropriate selection. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake. 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.

Voluntary Self-Identification of Disability


Why are you being asked to complete this?

The law requires us to provide equal employment opportunity to qualified people with disabilities.  We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.

Completing this form is voluntary. 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.

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

This survey should take about 5 minutes to complete.

Select...
Select...
Select...
Select...
Select...