Description
iCapital is seeking an Analyst or Associate to support Product Managers in the Independent Advisor Solutions Business (IAS), a rapidly growing platform of registered evergreen funds.
Responsibilities:
- Support 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 providing 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.
- Excellent written and verbal communication skills.
- High degree of accuracy and attention to detail.
- Problem-solving and logical business recommendation skills in a fast-paced environment.
- Professional demeanor with an entrepreneurial attitude and strong sense of ownership.
- Positive, growth-oriented mindset.
Benefits:
- Compensation range: Analyst ($60,000 - $70,000 annually), Associate ($75,000 - $90,000 annually).
- Equity for full-time employees.
- Annual performance bonus.
- Comprehensive benefits package including employer-matched retirement plan, subsidized healthcare, dental, vision, telemedicine, virtual mental health counseling, parental leave, and paid time off (PTO).
- Flexible work arrangement: Monday-Thursday in-office, Friday remote.