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.

Key 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
• Lead the firm's asset allocation framework, developing portfolio positioning views across equities, rates and credit, FX, commodities, and private investment strategies including PE, private credit, real assets, and hedge funds
• Lead and oversee research projects across global macro, cross-asset, and alternatives, maintaining high-level oversight across the full research agenda
• Stay highly informed on daily market developments and originate timely insights for 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 including structure, narrative clarity, data integrity, and key messages to meet institutional standards
• Translate strategy into multiple formats: 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 to help clients interpret markets and positioning implications
• Partner with 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
• 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

Required Qualifications

• 10+ years of experience in investment strategy, macro research, or asset allocation
• Demonstrated expertise in global markets analysis across public and private assets
• Strong understanding of alternative investments, portfolio construction, and risk frameworks
• Excellent written and verbal communication skills with ability to distill complex concepts for diverse audiences
• Proven track record of thought leadership and external visibility in financial markets
• Team leadership experience with ability to mentor and develop investment professionals
• Experience translating macro and strategic insights into actionable portfolio recommendations
• Client-facing experience in institutional wealth management or asset management environments

Preferred Qualifications

• Experience in private markets, alternatives, or wealth management platforms
• Background in institutional asset allocation or multi-asset portfolio management
• Experience with CIO-level communications and executive presentations
• Track record of building and scaling research or strategy teams

💰 Compensation not publicly listed. Market estimate for similar roles: from $80K, varying by experience and location.