Job Specifications
Join the fintech powerhouse redefining how the world invests in private markets. iCapital is a global leader in alternative investments, trusted by financial advisors, wealth managers, asset managers, and industry innovators worldwide. With $999.73 billion in assets serviced globally—including $272.1 billion in alternative platform assets—we empower over 3,000 wealth management firms and 118,000 financial professionals to deliver cutting-edge alternative investment solutions.
This summer, become part of a dynamic team where your ideas matter. Make a meaningful impact, accelerate your professional growth, and help push the boundaries of what’s possible at the intersection of technology and finance.
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
iCapital is seeking an intern to join the Wealth Managers team. This internship offers an excellent opportunity to gain hands-on experience in the Wealth Management industry, specifically focusing on Registered Investment Advisors (RIAs). This individual will play a crucial role in supporting the development of new client relationships, maintaining existing connections, and providing valuable assistance to the internal Enterprise Solutions department.
Client Relationship Development
Assist in the development and maintenance of relationships with RIAs, aggregators, and independent wealth platforms; support team as needed, providing feedback for continuous improvement.
Technology Solutions Support
Actively participate in platform and system demonstrations for prospective clients.
Contribute to the preparation of Requests for Proposals (RFPs), ensuring accuracy.
Collaboration And Business Development
Collaborate closely with Relationship Managers, Sales teams, and Executives to understand market trends and contribute insights to the development of sales strategies.
Assist in the identification of business development opportunities.
Project Management
Contribute to the development and improvement of frameworks and processes for effective team management, fostering a culture of efficiency and collaboration.
Valued Qualities And Key Skills
Highly inquisitive, collaborative, and a creative problem solver
Possess foundational knowledge of and/or genuine interest in the financial markets
Able to thrive in a fast-paced environment
Able to adapt to new responsibilities and manage competing priorities
Technologically proficient in Microsoft Office (Excel, PowerPoint)
Strong verbal and written communication skills
What 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. college/university bachelor’s degree program
Committed to working five days a week in the New York City office for the entire duration of the internship
Authorized to work in the United States*
We are unable to offer any type of employment-based immigration sponsorship for this program
Pay Rate: $42.00/hour + relocation stipend and transportation stipend
ICapital In The Press
We are innovating at the intersection of technology and investment opportunity, but don’t take our word for it. Here’s what others are saying about us:
Two consecutive years on the CNBC World’s Top Fintech Companies list
Two consecutive years listed in Top 100 Fastest Growing Financial Services Companies
Four-time winner of the Money Management Institute/Barron’s Solutions Provider of the Year
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
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.
About the Company
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently. At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, ...
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