Business Manager Associate
4 weeks ago
About the Role
iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our 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. With approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024, iCapital is a pioneer in the fintech industry. We have been named to the Forbes Fintech 50 for seven consecutive years (2018-2024) and have received numerous awards for our innovative approach to financial services.
Responsibilities
As a Business Analyst/Manager, you will work closely with the Head of Investor Relations to drive the team's day-to-day operations and influence our strategic transformation agenda. Your key responsibilities will include establishing metrics and measurement frameworks, creating reports and dashboards to understand business performance, and leading cross-functional strategic projects that impact the scope of the team. You will also work with the team to identify thematic pain points and leverage superior problem-solving skills to recommend and execute solutions. Additionally, you will facilitate process and data mapping, re-engineer target processes to enhance operational efficacy, and drive team enablement by identifying automation opportunities and acting as a liaison to Technology teams.
Qualifications
We are seeking a highly motivated and analytical individual with a Bachelor's degree and 3-5+ years of experience in financial services, preferably in a business management, business analyst, or consulting role. You should possess excellent interpersonal, communication, and presentation skills, with the ability to present complex matters in a simple and compelling way. You should also be highly proficient in Excel and have experience with data visualization products, such as Tableau or PowerBI. Experience with process mapping software and CRM systems is a plus. We offer a competitive compensation package, including salary, equity, and an annual performance bonus, as well as a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.
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