Strategic Planning and Business Management Associate, iCapital
$90-120k
+ Equity and an annual performance bonus
More information about location
4 days a week in office
Fintech platform for alternative investments
Be an early applicant
Fintech platform for alternative investments
1001+ employees
Be an early applicant
$90-120k
+ Equity and an annual performance bonus
More information about location
4 days a week in office
1001+ employees
Company mission
To power the world’s alternative investment marketplace.
Role
Who you are
- 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
- 3-5 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program
- 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
- Strong collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization
- Proactive self-starter with outstanding communication skills
What the job involves
- ICapital is seeking a Strategic Development and Business Management Associate to drive operational efficiency and support iCapital’s growth initiatives under the Business Excellence team. This role is highly collaborative and central to ensuring a smooth execution of key processes, with opportunities to work closely with the Operations and Investment Product Management leadership team and take on expanded responsibilities as the organization and company scales
- This individual will focus on building and maintaining core analytics frameworks, streamlining workflows, and partnering cross-functionally to enhance operational performance
- Partner with Operations and Investment Product Management teams to develop and deliver key operational initiatives
- Track and evaluate the execution of strategic initiatives to measure effectiveness against growth objectives
- Build subject matter expertise in the data, systems, and processes across the company and how they work cross-functionally
- Develop advanced knowledge of the company structure, clients, and key business drivers to inform analyses for operational leadership
- Drive the definition, preparation, and reporting of OIPM KPIs and continuously improve reporting
- Conduct research and business analyses and interpret meaningful insights for OIPM stakeholders
- Support business administration needs
Our take
Alternative investing can yield huge profits, but it can often be inaccessible, even to enterprises. iCapital solves this problem by guiding large-scale businesses through the alternative investing process.
Since launching in 2013, iCapital has provided enterprises with an investing marketplace. Its focus has been on banking, wealth management, and asset management companies, and iCapital now serves clients such as JP Morgan, Evercore, and Rockefeller. As of February 2025, the company services nearly $500 billion in global client assets, clear evidence of industry confidence in the company.
iCapital's impact on the financial world is undeniable, forging strong and profitable partnerships with leading institutions like Morgan Stanley. With a proven track record, impressive funding and a rapidly growing platform, iCapital is poised for significant further expansion in the years to come.
Steph
Company Specialist at Welcome to the Jungle
Insights
42% employee growth in 12 months
Company
Funding (last 2 of 7 rounds)
Jul 2025
$820m
LATE VC
Dec 2021
$50m
LATE VC
Total funding: $1.5bn
Company benefits
- Employer-matched retirement plan;
- Generously subsidised health care with 100% employer-paid dental, vision, telemedicine, and virtual mental health counselling
- Generous unlimited paid-time off (PTO) and parental leave (benefits vary by country and not all benefits are offered in every location)
Company HQ
Murray Hill, New York, NY
Leadership
Lawrence Calcano
(CEO & Chairman)Previously worked as Director of Capitol Acquisition Corp., and served as Director of Vibrant Emotional Health for 10 years.
Salary benchmarks
We don't have enough data yet to provide salary benchmarks for this role.
Submit your salary to help other candidates with crowdsourced salary estimates.
Share this job
View 18 more jobs at iCapital