Corporate Finance is a trusted business partner of all operating groups within iCapital, providing accurate and timely financial and operating results to management and investors as well as detailed financial analysis and modeling in support of key business decisions. Finance also shares responsibility with Technology and Operations for the identification and management of Corporate Risks.
Fund Finance: Manages the books and records for all funds administered on the iCapital platform, including validation of transactions, audits, and the flow of assets.
Fund Tax Management: Executes all tax filings and client communications regarding taxable fund activities.
Human Resources and Facilities
Our HR team members serve as ambassadors to attract, develop, and retain talent. This includes advising and empowering our people to feel connected with one another and challenged in their roles. Our Facilities and Administration teams are responsible for the development and upkeep of our offices as well as the management of all company events.
Legal & Compliance
The Legal and Compliance teams facilitate all aspects of our business and enable the company to operate in a manner consistent with applicable laws and regulations. As valued business partners, the Legal and Compliance teams help in structuring new products and transactions, and provide advice in support of business operations and relationships.
Marketing manages brand development, product marketing, client communications, and sales force enablement functions to drive awareness, consideration, and preference for iCapital services and products.
Data & Operations
Investment Product Development
Research & Due Diligence
Product Development: Collaborates with all stakeholders of the investment platform to define the product development roadmap and design, coordinate, and direct the implementation of enhancements.
Technology: Develops new features, optimizes the client experience, and identifies and resolves defects on iCapital’s software platforms.
Platform Architecture: Develops and maintains the model that defines the iCapital platform’s structure, capabilities, processes, and behavior.