Fund Monitoring - Associate

iCapital

Boca Raton, Florida, United States
Base: $90,000 to $120,000; bonus/equity: annual pe...
On-site (monday-thursday) with flexibility to work remotely on fridays.
Private equity monitoring experience
Financial modeling proficiency required
Strong verbal communication skills
iCapital is seeking a Fund Monitoring Associate to join their Fund Monitoring, Reporting, and Governance team in Boca Raton, Florida. The role involves ongoing investment monitoring for private market funds, financial analysis, and effective communication with internal and external stakeholders

Job Summary

  • The role involves conducting ongoing investment monitoring for private market fund investments across the iCapital platform.
  • Employees will prepare clear call summaries, investment updates, and talking points for internal stakeholders and wealth advisors.
  • The compensation package includes a base salary of $90,000 to $120,000, equity, and an annual performance bonus.

Matching Summary

Match Score: 85

iCapital is seeking a Fund Monitoring Associate to join their Fund Monitoring, Reporting, and Governance team in Boca Raton, Florida. The role involves ongoing investment monitoring for private market funds, financial analysis, and effective communication with internal and external stakeholders.

Salary

Base: $90,000 to $120,000; Bonus/Equity: Annual performance bonus and equity for all full-time employees; Benefits: Employer matched retirement plan, subsidized healthcare, unlimited PTO

Skills & Requirements

Must-have

  • Private equity monitoring experience
  • Financial modeling proficiency required
  • Strong verbal communication skills
  • Excel proficiency mandatory
  • Valuation methodology knowledge

Nice-to-have

  • Interest in alternative investments
  • Willingness to travel up to 15%
  • CFA or CAIA progress preferred
  • Experience with secondary sales analysis
  • Engagement with fund managers

Key Requirements

  • Bachelor's Degree required
  • 2-5+ years relevant experience
  • Progress toward CFA or CAIA preferred

Work Rights

Not specified

Tailored Resume

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