Global Investment Strategist - Senior Vice President

About the Role

iCapital is seeking a Senior Vice President Investment Strategist to serve as a Team Lead, reporting directly to the Chief Investment Strategist. This is a highly visible role responsible for shaping and scaling iCapital’s global investment strategy, advancing firmwide research and thought leadership, and partnering closely with senior stakeholders across Product, Research, Distribution, Portfolio Management Due Diligence, and Executive leadership.

The ideal candidate will help define iCapital’s global macro and cross-asset framework, drive asset allocation views across public and private markets (including alternatives), and translate complex market dynamics into clear, actionable insights for internal teams and external clients. This role also includes team leadership, client-facing engagement, and representing iCapital at external events.

Responsibilities

• Partner with the Chief Investment Strategist to define and communicate iCapital’s global investment strategy, including macro views, regime frameworks, and key risk factors across public and private markets.

• Help lead the firm’s asset allocation framework, developing portfolio positioning views across equities, rates and credit, FX, commodities, and private investment strategies (i.e. PE, private credit, real assets, and hedge funds).

• Lead and oversee research projects across global macro, cross-asset, and alternatives, deep dive when needed and maintain a high-level of oversight across the full research agenda.

• Stay highly informed on daily market developments and originate timely insights for iCapital’s broader organization like the Distribution, Product, Portfolio Solutions, and Executive Leadership teams.

• Help set the editorial agenda in partnership with the Chief Investment Strategist and Private Markets coverage for weekly and monthly commentaries, thematic pieces, outlooks, and major publications.

• Participate in defining production quality such as structure, narrative clarity, data integrity, and key messages, ensuring materials meet an institutional standard.

• Translate strategy into multiple formats like short client notes, deep-dive papers, CIO-style outlooks, internal talking points, and presentation-ready storytelling.

• Serve as a senior spokesperson in client meetings, advisor education sessions, and strategic partner engagements, helping clients interpret markets and positioning implications.

• Partner with the Distribution and Client Solutions teams to support high-stakes opportunities, retention conversations, and executive-level client engagements.

• Represent iCapital externally through industry conferences, panels, webinars, podcasts, and media-facing opportunities.

• Help strengthen iCapital’s “brand voice” in markets by ensuring messaging is consistent, differentiated, and aligned with firm priorities.

• Manage and mentor a team, raising the bar on analytical rigor and communication quality.

Qualifications

• 10+ years of experience in investment strategy, macro research, asset allocation, portfolio strategy, asset management, alternatives research, or related fields (i.e. sell-side or buy-side)

• Demonstrated expertise in global macro and cross-asset research, with the ability to connect public market indicators to private market implications

• Working knowledge of alternative investments and how they fit into multi-asset portfolios

• Proven ability to produce institutional-quality thought leadership (i.e. outlooks, white papers, thematic research, market commentary) with a strong editorial voice

• Strong client-facing and presentation skills and comfortable engaging senior stakeholders and leading discussions with sophisticated audiences

• Advanced analytical toolkit, excellent Excel skills and familiar with Bloomberg and market data sources and comfort with quantitative frameworks (scenario analysis, regressions and factor models, stress testing) is a plus

• Excellent judgment, high attention to detail, and the ability to operate effectively in a fast-paced environment

• Experience mentoring and managing teams, including content review, coaching, and performance development

• Proficiency with additional tools such as Python/R, Macrobond, FactSet, PitchBook, Preqin, or similar platforms

Benefits

The base salary range for this role is $190,000 to $250,000. 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.

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.