Product Manager - Model Portfolios

About the Role

iCapital is looking to hire a talented and driven Product Management professional to support its international expansion strategy. This person will help manage the product lifecycle of various alternative investment Model Portfolios. These models will primarily be baskets of alternative investment funds created to meet bespoke client’s needs. This newly created role sits within the Fund Origination department which is responsible for new product development, product structuring, manager onboarding, and fund lifecycle management. The ideal candidate will lead initiatives that enhance operational excellence, ensure regulatory compliance, and foster a high performing, engaged workforce.

Responsibilities

• Own and consolidate operational requirements for Model Portfolios to ensure successful and efficient Model Portfolios launches


• Work with key clients, both asset managers and wealth managers, to help structure and launch Model Portfolios to meet their specific requirements.


• Orchestrate cross-functional collaboration to tackle any operational complexities


• Build out new features such as SMA/UMA and TAMP integrations


• Understand and coordinate the remediation of upstream dependencies related to the Model Portfolio arising from fund-level changes or issues


• Serve as the escalation resource for Investor Relations regarding model-specific operational challenges or inquiries


• Provide operational support for post launch events (rebalancing, reporting)


• Continuously monitor and adapt to emerging developments


• Stay ahead of increasing complexities and operational support needs for Model Portfolios


• Provide thought leadership on enhancements to technology & clients to effectively manage and operate Model Portfolios


• Partner with technology to drive operational excellence and scale


• Assess and enhance existing control procedures, identifying gaps and implementing improvements.

Qualifications

• 10+ years of product structuring experience with exposure to fund administration, fund management or custodial relationships


• Experience in Alternative Investments with a focus in private fund structures is required


• Model portfolio experience preferred


• Positive attitude, and a desire to work in a fast-moving entrepreneurial environment


• Willingness to learn and adapt to new responsibilities


• Detail oriented, self-starter that is accustomed to project work with tight deadlines


• Ability to handle multiple tasks and prioritize assignments


• Strong oral and written communication skills


• Strong analytical skills


• Proven track record of leading cross-functional initiatives


• Strategic thinker with strong analytical and problem-solving capabilities.


• Comfort with technology and software development process is a plus

Benefits

The base salary range for this role is $155,000 to $180,000. 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.

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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.