iCapital is powering the worlds alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, & banks evaluate & recommend bespoke public & private market strategies for their high-net-worth clients. iCapital services approximately $164 billion in global client assets invested in 1,333 funds, as of July 2023. 

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018 2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); & a two-time winner of MMI/Barrons Solutions Provider award (See link below). 

About the Role 

The iCapital Client Operations & Support team unites cross-platform activities with the goal of creating leverage, promoting global consistency, & achieving operational excellence across the iCapital platform. 

The team partners with functional business units, Technology Operations Product Managers, engineering teams & plays a critical cross functional role in developing the iCapital operating platform. The team combines strategy, business process & technology expertise to maximize growth, scale, & operating consistency across iCapital with a strong focus on ICN Platform. 

This group works with key technology operations product managers & business management partners to define & manage platform technology requirements & to communicate priorities to key stakeholders. This often involves conducting business process & operating model reviews to understand platform requirements & ensuring the Capital platform continues to evolve to meet the key priorities of Client Success. 

Working on this team requires strong project management skills, an understanding of the ICN platform, technology & the markets, & the ability to conduct business process reviews. The ideal candidate would be someone who enjoys a challenge & can understand, frame, & communicate complex issues, sometimes within an ambiguous context. He or she can design creative solutions, drive them through to implementation & communicate in a way that simplifies complex topics. 

Responsibilities 

• Execute & provide oversight to a large, complex portfolio of projects.  
• Assist in defining scope & impact of projects, & effectively communicate results to stakeholders & management. 
• Lead all aspects of business analysis, from requirements gathering to post project benefits review. 
• Facilitate & own the business process reviews & document changes consistent with the firms global operating model. 
• Comprehend technical framework of business process & identify areas for improvement. 
• Work with product management teams to help define & build new Platform functionality. 
• Proactively identify & communicate issues & risks related to the project. 
• Facilitate cross-organizational communication & facilitate integration meetings among key project personnel to ensure a proper framework for issue resolution & risk mitigation is developed & utilized. 
• Train users in the new processes & applications as well as creating training materials for new business & system functionality. 
• Participate in multiple projects that span regions, geographies, continents, & time zones. 

Qualifications 

• 1+ years of experience in financial services  
• Business analysis & project management experience 
• Experience working with gathering requirements & implementing solutions 
• Strong prioritization & project management skills, including timely & proactive communication of timelines, status, issue partner concerns 
• Demonstrated ability to propose practical technical solutions to business problems & issues 
• Intellectually curious & able to take initiative & deliver results 
• Result-oriented & able to roll-up the sleeves to accomplish necessary tasks 
• Able to build strong relationships & partnerships, as well as leverage relationships to
• accomplish business goals (including influencing stakeholders to achieve desired outcomes) 
• Strong communication & organizational skills, attention to detail, creativity, initiative, & the ability to work under tight deadlines 
• Strong work ethic 

Benefits 

The base salary range for this role is $70,000 to $100,000 depending on level. iCapital offers a compensation package which includes salary, equity for all full-time employees, & 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, & virtual mental health counseling, parental leave, & unlimited paid time off (PTO). 

We believe the best ideas & innovation happen when we are together. We offer most employees the flexibility to work in the office three or four days. Every department has different needs, & some positions will be designated in-office jobs, based on their function. 

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 & 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.