Responsibilities
- 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.
Qualifications
- 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
Benefits
The base salary range for this role is $90,000 to $140,000. 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. We offer most employees the flexibility to work in the office three or four days.
Every department has different needs, and some positions will be designated in-office jobs, based on their function.
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.
Client Analytics & Lead Finance Officer Team - Risk & Control Lead - Senior Vice President
The Client Analytics & Lead Finance Officer Team - Senior Vice President position is a Finance Risk & Control role responsible for leading all aspects of governance for the newly created Client Analytics & LFO organization. The role is responsible for developing and enhancing governance processes to...
Business Manager- Associate / Assistant Vice President
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. Create reports, dashboards, and visualizations to better understand business perfor...
Assistant Vice President - Professional Services (Property & Casualty)
Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon’s discretion; medical, dental and visi...
Vice President, Ad Operations and Yield Optimization
Newsweek is seeking a Vice President of Ad Operations and Yield Optimization to lead our ad operations team and drive digital advertising revenue across various platforms. Collaboration with internal stakeholders, such as sales, product, engineering, and finance teams, and external ad partners, will...
Senior Vice President, Legal, Compliance, and Operations
Ensure compliance with and proactive awareness of federal, state, and international laws, regulations, and industry standards applicable to biotechnology and clinical-stage companies. The Senior Vice President (SVP) of Legal, Compliance, and Operations will be responsible for overseeing the company'...
Vice President, Fraud Protection Services Product Manager – Banking Payments
Collaborate and consult strategically with peers, colleagues and mid-level to senior managers to resolve issues, achieve execution goals and gain and share customer experience impacts and platform pain points. Experience with control design and evaluation concepts, risk assessment processes, key ris...
Vice President, Asset and Liability Management
Adhere to operating policies and procedures and regulatory guidelines and make recommendations within scope of ALM and/or provide input into policy and procedure amendments. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercia...
Regulatory Exam Manager, Assistant Vice President
Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, inc...
Operational Risk / Non-Financial Risk – Assistant Vice President
This team partners with key stakeholders throughout the organization to execute independent risk monitoring functions, support process and control improvement, provide tactical and strategic reporting, execute incident management protocols, facilitate issue and action plan management and coordinate ...
Real Estate Finance & Analytics, Associate
Involvement in strategic business initiatives and automation projects to enhance and streamline reporting processes on a global scale (includes London and Singapore). Report and analyze future realizations across +350 investments to assist with strategic positioning and management of cash flow for t...