Investment Due Diligence, Private Markets - Senior Vice President
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About the role
iCapital is seeking a Senior Vice President to join its growing Research and Due Diligence team, with a primary focus on private credit strategies and secondary coverage of broader private markets , including private equity, real estate, and real assets.This individual will play a leadership role in sourcing, evaluating, and monitoring investment opportunities. The role also includes overseeing due diligence processes, developing thought leadership and educational materials, presenting to clients, and managing a team of investment analysts. The ideal candidate will combine deep private credit expertise with a strong understanding of the evolving private markets landscape.
Responsibilities
- Lead the evaluation and due diligence of private credit managers and strategies, including direct lending, opportunistic credit, structured credit, and specialty finance
- Conduct comprehensive investment and operational due diligence, with a focus on manager underwriting processes, portfolio construction, and risk management frameworks
- Prepare detailed due diligence reports integrating both qualitative insights and quantitative analysis
- Oversee and manage a private credit-focused investment pipeline, including sourcing, evaluating, and prioritizing new and existing opportunities
- Support broader private markets coverage, including private equity, real estate, and real assets, as part of a diversified platform offering
- Present investment opportunities and market insights to internal stakeholders, investment committees, and clients
- Contribute to the development of private credit market views, including analysis of interest rate environments, credit spreads, and relative value dynamics
- Participate in ongoing portfolio monitoring, with primary responsibility for private credit investments, including performance tracking and risk assessment
- Collaborate cross-functionally with teams including Sales, Legal & Compliance, and Corporate Finance
- Mentor and manage junior team members, fostering a high-performing research culture
Requirements
- 15+ years of total experience in financial services; 10+ years of experience conducting due diligence on private capital managers, preferably for a top-tier investment consultant or fund of funds
- Fund manager evaluation as the candidate's primary responsibility at prior firm(s)
- Demonstrated qualitative and quantitative analytical skills
- Strong written communication skills and able to present in front of senior professionals in the industry
- Able to work independently
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