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iCapital Network // fintech platform for alternative investment solns
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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 $152 billion in global client assets invested in 1,210 funds, as of December 2022. 

 iCapital has been named to the Forbes Fintech 50 for five consecutive years (2018 2022); a back-to-back selection by Forbes to its list of Best Startup Employers; & a two-time winner of MMI/Barrons Solutions Provider award (See link below). 

 About the Role 

iCapital is looking to hire a Strategic Finance Associate to support iCapitals growth by contributing to our sales & revenue planning, forecasting, financial modeling, & data analytics capabilities. This role will be highly collaborative & impactful, with opportunities to communicate findings to senior leadership & expand responsibilities as the company grows. The ideal candidate will specifically support the sales & go-to-market strategies for iCapital Solutions, a new tech-driven line of business for the company. The candidate will bring knowledge of financial modeling, problem solving using data, an aptitude for learning new software tools, & the ability to work in a fast-paced environment. 


  • Track, analyze, & report on key metrics that drive strategic business decisions. 
  • Develop & manage Tableau dashboards for internal & external reporting of product volumes & platform usage. 
  • Collaborate with FP&A & Biz Ops to prepare monthly reporting of iCapital Solutions. volume/subscriptions, P&L, headcount, hiring plans, platform usage, etc. 
  • Act as business partner & analytical support to senior leadership, providing financial modeling & performance reporting, including ad-hoc data analyses & strategic financial models for new business opportunities (e.g., market sizing, product prioritization, unit economics, cohort analyses, ROI of new geographies, channels, or product enhancements).
  • Develop cross-functional partnerships with Sales, Product, & Engineering teams across iCapital to review client opportunities, hiring & investment requirements, & growth initiatives.
  • Assist with development & updating of operating & forecast model for iCapital Solutions, including input to Adaptive Insights, tie-out with NetSuite, & consolidation with Corporate FP&A. 


  • 2-4 years of experience in investment banking or management consulting or big tech
  • Bachelors degree demonstrating excellent academic performance 
  • Data-driven thinker who can break down complex problems into models that can be built & then explained to senior business leaders
  • Organized & detail-oriented process manager who can prioritize & communicate clearly with executives
  • Highly collaborative relationship builder who can communicate with people at all levels & areas of the organization
  • Extensive experience using Excel & developing financial models & quantitative analyses
  • Experience with business intelligence tools (Tableau or Lookr) and/or project management software (Monday or Asana) is a plus



The base salary range for this role is $90,000 to $100,000. 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 offer most employees the flexibility to work in the office three to four days & remotely for the remainder of the week. Every department has different needs, & some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit  Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: 


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. 

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