Analytics and Strategic Initiatives

4 weeks ago

New York, New York, United States iCapital Full time

iCapital is powering the world's alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $179 billion in global client assets invested in 1,445 funds, as of January 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years ; a three-time selection by Forbes to its list of Best Startup Employers ; and a three-time winner of MMI/Barron's Solutions Provider award (See link below).


iCapital is seeking an Analytics and Strategic Initiatives Associate to provide operational and strategic support to iCapital's growth. This role is highly collaborative and impactful, with opportunities to work directly with senior leadership and expand responsibilities as the company grows. This individual will focus on implementing the company's core growth strategies, defining, and maintaining KPIs, and working cross-functionally to improve processes and operations. The ideal candidate has strong analytics skills, financial modeling experience, and the ability to develop cross-functional relationships in a fast-paced fintech environment.


Drive the definition, preparation, and reporting of Firmwide KPIs and continuously improve reporting frameworks to drive better decisions with data-informed insights.
Execute strategic initiatives and drive programs to improve operating processes and reduce inefficiencies.
Conduct research, analysis, and business modeling to help leaders across Sales, Business Development, Product, and Marketing make financially sound and strategically aligned decisions.
Partner with Data Analytics, Product, and Engineering teams to develop and deliver key business intelligence and analytics.
Collaborate with the FP&A team on platform data infrastructure and reporting, management presentations, and annual budgeting processes.


3-8 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program
Data-driven thinker who can translate complex problems into models that can be built and then iterated with stakeholders; Able to make strong strategic and business decisions
Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership
Highly collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization
Excellent Excel skills with extensive experience developing financial models and analyzing raw data to drive quantitative analyses


 The base salary range for this role is $90,000 to $115,000. 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 four days, with the flexibility to work remotely one day. Every department has different needs, and 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 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.

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