Firmwide Analytics and Strategic Initiatives Associate / Assistant Vice President

Firmwide Analytics And Strategic Initiatives Associate / Assistant Vice President

iCapital is seeking an Associate or Assistant Vice President to join the Analytics and Strategic Initiatives team, which supports Executive Management. This role is instrumental in advancing iCapital's business intelligence capabilities and driving strategic growth. This individual will work directly with senior leadership to define and maintain key performance indicators (KPIs), evaluate business performance, and implement strategic initiatives that enhance our market position and operational scale. The ideal candidate brings strong data analysis skills, fluency in Excel, and an aptitude for data visualization and storytelling to produce clear, executive-level reporting.

Responsibilities

• Develop and maintain business intelligence dashboards to monitor KPIs.
• Analyze financial and operational data to identify patterns, anomalies, and whitespace opportunities.
• Deliver actionable insights to inform data-driven executive decision-making.
• Track and evaluate the execution of strategic initiatives to measure effectiveness against growth objectives.
• Collaborate cross-functionally to develop 'big picture' viewpoints across teams.
• Refine reporting frameworks continuously to streamline processes and accelerate time-to-insight.

Qualifications

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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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.