Fund Monitoring - Analyst
iCapital - Boca Raton, FL
Hiring: Fund Monitoring - Analyst Company: iCapital Location: Boca Raton, FL Job Posted Time: 2026-09-16 13:30:11 Employment Type: Full-time Target Skills & Keywords : CFA, Confluence, Microsoft Excel About the job Experience: •1-3 years of relevant experience; private markets, investment banking, asset management or investment consultant experience is a plus •3 years of relevant experience; private markets, investment banking, asset management or investment consultant experience is a plus Required Skills: •Monitor underlying fund performance across iCapital’s private equity, private credit, and real asset offerings. •Prepare clear and concise call summaries, investment updates, and talking points. •Prepare performance analytics and fund-level financial modeling. •Keep track of broader macro developments and trends through regular engagement with iCapital’s fund managers. •Attend Annual General Meetings (AGMs) on behalf of iCapital to receive updates from fund managers. •Maintain and update internal confluence fund monitoring database. •Communicate fund investment updates effectively to both internal and external stakeholders. •Prepare materials and analysis for use by Governance colleagues on select projects, including secondary sales and investment oversight decisions. Qualifications: •Bachelor’s Degree, progress toward CFA or CAIA is preferred •Strong verbal and written communication skills •Interest in and willingness to learn about the alternative investment landscape •Excellent organizational skills and attention to detail •Willingness and ability to travel up to ~10% as required Compensation: •$65,000 - $80,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •ICapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!