Investment Strategist - Intern

iCapital is transforming investing in private equity, private credit, real estate, hedge funds, and structured investments by removing the roadblocks that have prevented greater participation in these private strategies. Join the Fintech company that is disrupting how individuals invest in private capital markets. iCapital services approximately $206 billion in global client assets invested in 1,679 funds, as of October 2024.Join us this summer and make a meaningful impact while developing your professional skills in a dynamic team environment. Help shape the future of Fintech in the global Alternative Investment space.Key features of our summer internship:Become a key member of the iCapital team, driving initiatives, contributing to projects, and potentially jumpstart your career with us after graduation.Immerse yourself in an inclusive company culture where we create a sense of belonging for everyone.Gain exclusive access to the AltsEdge Certificate Program, our award-winning alternative investments education curriculum for wealth managers.Attend recurring iLearn seminars and platform demos where you will learn the latest about our products.Participate in an intern team project, culminating in an end-of-summer presentation to a panel of senior executives.Join senior executive speaker seminars that provide career development, guidance, and access to the leaders at iCapital.About the role: Our Investment Strategy team sits within the Investment Products and Research department. The iCapital Investment Strategy team serve as the face of the iCapital brand, conduct extensive research, and are responsible for articulating the role and benefits of alternative investments in investors' portfolios.Conduct in-depth research on public and private markets to help support the team with weekly market publications and broader thought leadership.Prepare and run market reports on a weekly or bi-monthly basis, providing the team with key market data.Build private markets, alternative investment performance, and key macro indicator dashboards in Excel.Aid in the build-out of our quarterly Private Markets deck.Valued qualities and key skills:Highly inquisitive, collaborative, and a creative problem solverPossess foundational knowledge of andor genuine interest in the financial marketsAble to thrive in a fast-paced environmentTechnologically savvy and highly proficient in Microsoft Office (Excel, PowerPoint) and knowledge of the Bloomberg Terminal is plusAble to adapt to new responsibilities and manage competing prioritiesTechnologically proficient in Microsoft Office (Excel, PowerPoint)Strong verbal and written communication skillsWhat we offer:Outings with iCapital team members and fellow interns to build connections and grow your network.Corporate culture and volunteer activities in support of the communities where we live and work.Rooftop Happy Hours showcasing our impressive views of NYC.Eligibility:A rising junior or senior in a U.S. collegeuniversity bachelor's degree programCommitted to working five days a week in the New York City office for the entire duration of the internshipAuthorized to work in the United States**We are unable to offer any type of employment-based immigration sponsorship for this programPay Rate: $41.00hour + relocation stipend and transportation stipendiCapital in the Press:We are at the cutting edge of using technology to democratize investing in alternatives, but don't take our word for it. Here's what others are saying about us:Seven consecutive years on the Forbes Fintech 50 list, which highlights the most innovative private companies in personal finance, investing payments and crypto assetsThree-time selection to Forbes' Best Startup Employers ListFour-time winner of the Money Management InstituteBarron's Solutions Provider of the YearFor additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: 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.

Created: 2025-02-18