Strategic Planning & Business Management - Associate

About the Role

iCapital is seeking a Strategic Development and Business Management Associate to drive operational efficiency and support iCapital’s growth initiatives under the Business Excellence team. This role is highly collaborative and central to ensuring a smooth execution of key processes, with opportunities to work closely with the Operations and Investment Product Management leadership team and take on expanded responsibilities as the organization and company scales. This individual will focus on building and maintaining core analytics frameworks, streamlining workflows, and partnering cross-functionally to enhance operational performance. The ideal candidate combines strong analytical and data storytelling skills with financial modeling expertise and excels at fostering cross-functional relationships in a dynamic fintech environment.

Responsibilities

• Partner with Operations and Investment Product Management teams to develop and deliver key operational initiatives.

• Track and evaluate the execution of strategic initiatives to measure effectiveness against growth objectives.

• Build subject matter expertise in the data, systems, and processes across the company and how they work cross-functionally.

• Develop advanced knowledge of the company structure, clients, and key business drivers to inform analyses for operational leadership.

• Drive the definition, preparation, and reporting of OIPM KPIs and continuously improve reporting.

• Conduct research and business analyses and interpret meaningful insights for OIPM stakeholders.

• Support business administration needs.

Qualifications

• 3-5 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program

• Excellent PowerPoint and Excel skills with extensive experience in analyzing raw data to drive quantitative analyses and building meaningful outputs

• Demonstrated ability utilizing BI tools to create and maintain data models, dashboards, and reports. Tableau is preferred

• Strong strategic thinking and analytical capabilities

• Highly organized and detail-oriented, with the ability to own and prioritize multiple tasks and drive projects from start to finish

• Strong collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization

• Proactive self-starter with outstanding communication skills

Benefits

The base salary range for this role is $90,000 to $120,000. 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.