About iCapital
Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale. Helping Asset Managers open new lanes of distribution.
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.
What they're looking for
- 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
More about this 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.
- 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,...
Browse similar: Startup jobs