About the Role
iCapital is seeking an Analyst or Associate responsible for supporting the Product Managers with all aspects of the successful operations of the funds in the Independent Advisor Solutions Business (IAS). The IAS business line is a rapidly growing platform of registered evergreen funds.
Responsibilities
- Support the management and maintenance of product-related data, reporting, and marketing content across multiple investment products and distribution channels.
- Partner with Product Managers and cross-functional teams to develop and implement workflow optimization tools and AI-driven capabilities.
- Identify opportunities to improve operational efficiency through automation, artificial intelligence, and technology-enabled solutions.
- Conduct market, industry, and competitor research to support product strategy, positioning, and business development initiatives.
- Develop dashboards, analyses, and reporting solutions that provide actionable insights for product, investment, and sales teams.
- Support ongoing product monitoring and operational activities, including portfolio reporting, regulatory and tax-related oversight, and investor activity tracking.
- Coordinate with external partners, service providers, and sub-advisers to facilitate information sharing and marketing initiatives.
- Assist with due diligence requests, RFPs, questionnaires, and onboarding documentation for platforms and distribution partners.
- Contribute to ad hoc analyses, strategic projects, and special initiatives as business needs evolve.
- Document key meetings, track action items, and support follow-up activities to ensure timely execution of projects and initiatives.
Qualifications
- 1-5 years of relevant experience in financial services (i.e. private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
- Excellent written and verbal communication skills
- Demonstrates a high degree of accuracy and attention to detail
- Able to problem-solve and make logical business recommendations in a fast-paced environment
- Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
- Exhibits a positive, growth-oriented mindset and takes on new challenges and responsibilities, consistently contributing beyond core responsibilities
Benefits
The base salary range for this role is $60,000 to $85,000. 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.