icapitalnetwork
Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President
At a Glance
- Location
- Greenwich, Connecticut, United States; New York, New York, United States
- Experience
- 6–12 years
- Compensation
- salary range for this role is $155,000 to $175,000. iCapital offers a compensat
- Posted
- 2026-04-15T16:46:15-04:00
Key Requirements
Certifications
- CFA
Domain Knowledge
- Finance
Benefits & Perks
yees also receive a comprehensive benefits package that includes an employer match
Requirements
6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles.
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
Compensation & Benefits
The base salary range for this role is $155,000 to $175,000. 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
Responsibilities
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.
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: