Strategic Transformation, Data Support - Associate
Salt Lake City, Utah, United States · Hybrid
$70k–$85k/yr
Mid level$11B raised
About the Role iCapital is seeking a detail-oriented and technically capable Analyst or Associate to join Strategic Transformation team. This individual will own root-cause investigations of production data issues, contr…
About the Role iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committe…
About the Role iCapital is seeking a highly motivated and detail-oriented Equity Accounting and Reporting Associate to join the Corporate Finance team. This role offers a unique opportunity to develop deep expertise in s…
Business Process Analyst, UiPath Developer - Associate/ Assistant Vice President
Greenwich, Connecticut, United States · Hybrid
$100k–$150k/yr
Mid level$11B raised
About the Role iCapital is seeking a motivated and detail-oriented Associate Business Process Analyst, UiPath Developer to join our Intelligent Automation team. The ideal candidate will combine solid business analysis sk…
Skills: UiPath Studio, UiPath Orchestrator, REFramework, Business Process Analysis, RPA Development
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About the Role iCapital's Investor Relations team within the Operations and Investment Product Management (OIPM) organization is seeking an Assistant Vice President to support the firm's rapidly expanding client base acr…
Skills: Investor Relations, Fund Operations, Alternative Investments, AML/KYC Compliance, Client Servicing
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Skills: Due Diligence, Portfolio Construction, Liquidity Management, Private Equity Investing, Private Real Assets Investing
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Skills: Design Systems, Visual Design, UI Design, Figma, Systems Thinking
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Skills: Salesforce, Microsoft Excel, Data Management, Onboarding Process Management, Compliance Coordination
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Investor Relations APAC - Japanese Speaker - Associate / Assistant Vice President
Singapore, Singapore · Hybrid
Senior+$11B raised
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Skills: Investor Relations, Fund Operations, Alternative Investments, Client Servicing, Transfer Agency
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Business Development Representative, Data Solutions - Associate
New York, New York, United States · Hybrid
$85k–$100k/yr
Mid level$11B raised
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Marketing Analytics - Associate / Assistant Vice President
Salt Lake City, Utah, United States · Hybrid
$90k–$110k/yr
Senior$11B raised
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Structured Investments Attorney - Assistant Vice President / Vice President
New York, New York, United States · Hybrid
$180k–$220k/yr
Mid level$11B raised
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Regulatory and Compliance - Assistant Vice President
New York, New York, United States · Hybrid
$85k–$110k/yr
Senior$11B raised
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Skills: Regulatory Compliance, Marketing Material Review, SEC Compliance, FINRA Compliance, Alternative Investments
Distributed Ledger Technology Product Manager - Assistant Vice President / Vice President
New York, New York, United States · Hybrid
$140k–$200k/yr
Senior+$11B raised
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The role involves performing root-cause analysis of production data issues and contributing to the development of ETL pipelines. The associate acts as a liaison between Fund Finance operations and engineering to drive data quality and automation initiatives.
Requirements
Requires a bachelor's degree and 2+ years of experience in business or data support within financial services. Proficiency in SQL and experience with alternative investment operations are essential.
Full job description
About the Role
iCapital is seeking a detail-oriented and technically capable Analyst or Associate to join Strategic Transformation team. This individual will own root-cause investigations of production data issues, contribute to ETL pipeline development, and act as the primary liaison between Fund Finance operations and engineering. This role will help define requirements, drive data quality initiatives, and build the tooling and dashboards that give stakeholders real-time visibility into exceptions and resolution status.
The Strategic Transformation Data team is an embedded data function within Fund Finance at iCapital. This team partners directly with Fund Operations, Technology, and Product teams to resolve data quality issues, build ETL pipelines, and deliver automation tooling that enables the business to scale. The team sits at the intersection of data engineering, business analysis, and operational transformation.
Responsibilities
Perform root-cause analysis of production data issues using SQL, working cross-functionally with engineering and operations teams to drive resolution.
Support and contribute to ETL pipeline development, collaborating closely with Product managers and engineers throughout the development lifecycle.
Serve as the primary liaison between fund administrators, business groups, and technology teams to manage and resolve data exceptions and discrepancies.
Collaborate with Product Managers to define, scope, and implement data projects for existing workflows and new product features.
Develop exception management tooling to strengthen data quality controls and produce metrics and dashboards that help stakeholders prioritize issue resolution.
Define clear business and technical requirement documents for engineering teams addressing new features or existing issues.
Build an in-depth understanding of end-to-end organizational data flows and their downstream impact on Fund Finance business processes.
Write test cases and perform UAT to ensure issues are identified and addressed before production deployment.
Identify and contribute to automation initiatives that reduce manual intervention in recurring data workflows, including reconciliation, ingestion monitoring, and exception handling.
Formalize operational knowledge into structured documentation, enabling the team to scale independently of individual expertise.
Qualifications
2+ years of experience in a business analyst, data support, or application support role within financial services
Bachelor’s degree or higher in computer science, business analytics, business administration, finance, or a related field
Proficiency in SQL for data analysis, investigation, and root-cause diagnostics
Proven ability to perform structured root-cause analysis and coordinate with engineers through investigation and resolution
Strong analytical and problem-solving skills, with the ability to translate complex data issues into clear business language
Excellent communication and stakeholder management skills and comfortable working across technical and non-technical audiences
Experience with private equity, hedge fund, or alternative investment operations and data
Familiar with ETL pipeline concepts, data ingestion patterns, or workflow automation
Experience writing Jira tickets or structured requirement documents for engineering teams
Exposure to AI-assisted tooling or automation frameworks and Python are a plus
Benefits
The base salary range for this role is $70,000 to $85,000. 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.
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
92,622
Total funding
$11B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech
Helping Financial Professionals implement and manage alternative strategies for growth.
Industry
Technology, Information and Internet
Company size
1,001-5,000 employees
Founded
2013
Headquarters
New York, NY
LinkedIn followers
92,622
Total funding
$11B
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios. For asset managers seeking to capture private wealth assets and advisors looking to diversify through private market investing, iCapital provides the means to grow and scale efficiently.
At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $880 billion of global volume activity on platform, inclusive of $220 billion in global alternative assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools.
iCapital employs more than 1,750 people globally and has 16 offices worldwide, including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance, including CNBC World Top Fintech Companies for 2024, and Forbes Fintech 50 for seven consecutive years since 2018.
Offices: 60 East 42nd Street, 26th Floor, New York, NY 10165, US · 2 Greenwich Plaza, Greenwich, Connecticut 06830, US · 214 Carnegie Center, Princeton, New Jersey 08540, US · 10 High Street, Boston, Massachusetts 02110, US · 2500 N Military Trail, Boca Raton, Florida 33431, US
HNW Fundraising PlatformAlternative InvestmentsPrivate Equity and Hedge FundsPrivate Investor NetworkPrivate Access VehiclesCustom Fund Solutionsand Private CreditBankingAsset ManagementFinTech