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 a Strategic Development and Planning Assistant Vice President to drive operational efficiency and support iCapital’s growth initiatives under the Operations and Investment Product Management (OIPM) Business Excellence team. This role is highly collaborative and central to ensuring smooth execution of key processes, working closely with the OIPM leadership team, and with opportunities to take on expanded responsibilities as the organization and company scales. Found on 1752vc Careers, the job board for startup and VC roles.
What they're looking for
- 4-7 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program
- Foundational knowledge and understanding of alternative investments and private markets is preferred
- Excellent PowerPoint and Excel skills with extensive experience in analyzing raw data to drive quantitative analyses and building meaningful outputs
- Demonstrated ability utilizing BI tools to create and maintain data models, dashboards, and reports, Tableau is preferred
- Strong strategic thinking and analytical capabilities
- Highly organized and detail-oriented, with the ability to own and prioritize multiple tasks and drive projects from start to finish
More about this role
iCapital is seeking a Strategic Development and Planning Assistant Vice President to drive operational efficiency and support iCapital’s growth initiatives under the Operations and Investment Product Management (OIPM) Business Excellence team. This role is highly collaborative and central to ensuring smooth execution of key processes, working closely with the OIPM leadership team, and with opportunities to take on expanded responsibilities as the organization and company scales. This individual will focus on driving strategic planning and operational execution, streamlining workflows, and partnering cross-functionally to enhance operational performance. The ideal candidate combines strong analytical and data storytelling skills with financial modeling expertise and excels at fostering cross-functional relationships in a dynamic fintech environment.
- Partner with OIPM teams to develop and deliver key operational initiatives.
- Track and evaluate the execution of strategic initiatives to measure effectiveness against growth objectives.
- Drive the definition, preparation, and reporting of OIPM KPIs and continuously improve reporting.
- Serve as central coordination point for...
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