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iCapital

Investment Product Specialist, Model Portfolios - Assistant Vice President / Vice President

iCapital · Greenwich, Connecticut, United States; New York, New York, United States

Posted about 2 months ago · $155,000 to $175,000

or apply directly on iCapital's site. We never take the application ourselves.

Is this posting real?

This role has been open
55 days
iCapital's roles stay open a median of 55 days
Reposted
No
Salary listed
Yes
76% of iCapital's roles list one
Ghost-job risk at iCapital
high
161 stale, 5 reposted of 213 open
Hiring momentum
272 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-27

Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.

About this role

The Investment Product Specialist role at iCapital involves managing alternatives-focused model portfolios, supporting the Team Lead in rollout plans, and engaging with clients to drive adoption. Responsibilities include articulating model design, collaborating with various teams for sales and marketing efforts, and providing feedback from advisor interactions to enhance product offerings.

Our read on this posting3.6out of 5
benefits
4/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.

What you need

  • Bachelor’s degree in finance, economics, or a related field
  • 6-12 years of experience in financial services, with experience in portfolio management, investment analysis, product, or investment-related roles
  • Strong knowledge of alternative investments and model portfolios
  • Strong analytical skills with the ability to evaluate investment data and portfolio performance
  • Familiarity with investment platforms and portfolio analytics tools
  • Strong written and verbal communication skills

Nice to have

  • Progress toward or interest in advanced certifications (e.g., CFA)
  • Experience with financial modeling and quantitative analysis

What you get

  • Base salary range of $155,000 to $175,000
  • Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
  • Comprehensive benefits package including employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Worth weighing

  • Role involves significant client interaction and sales responsibilities
  • Focus on alternatives may limit exposure to traditional investment products
  • Fast-paced environment may require strong adaptability

Summarised from iCapital's posting. Read the full original.

Listed by iCapital on their greenhouse job board, last confirmed open on 2026-09-27. PitchMeAI is not the employer.

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