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iCapital Network

Connects wealth managers to alternative investments

Business Analyst - Data, Associate / Assistant Vice President

Business AnalysisPosted on Nov 13
Full-time

About the Job

Requirements

  • 2–5 years of experience in financial services, financial data, fintech, private markets, consulting, investment banking, strategy, or a related field.
  • A bachelor's degree in finance, economics, business, data analytics, computer science, or a related discipline.
  • Interest in private markets, alternative investments, financial data, and wealth technology.
  • Strong attention to detail and organizational skills.
  • Strong written and verbal communication skills.
  • Experience producing product documentation or descriptions and incorporating stakeholder feedback.
  • Project management experience, including managing timelines, dependencies, and deliverables across cross-functional teams.

Responsibilities

  • Analyze proprietary and third-party datasets to assess coverage, quality, availability, usage rights, and potential commercial applications.
  • Support the inventory and assessment of data assets across iCapital and identify opportunities to create new client solutions.
  • Research prospective data providers, technology companies, strategic partners, and distribution channels.
  • Gather and document business, data, and reporting requirements with Product, Data, Technology, Operations, and business teams.
  • Analyze client needs, workflows, use cases, and feedback to support solution prioritization and development.
  • Build and maintain reporting that tracks Data Solutions initiatives, product opportunities, partnerships, and commercial performance.
  • Write and maintain clear, accurate, client-ready Product Descriptions for Data Solutions offerings, including coverage, methodology, use cases, and key differentiators.
  • Gather, consolidate, and incorporate feedback on Product Descriptions from Product, Data, Technology, Legal, Compliance, Sales, and other cross-functional teams, and resolve conflicting input.
  • Manage project timelines, milestones, and dependencies across the software development lifecycle, track progress, and escalate risks and delays to senior management.
  • Coordinate review cycles and approvals with cross-functional stakeholders to ensure deliverables are completed on schedule.

Desired Qualifications

  • Significant experience with SQL, Python, Tableau, Power BI, or similar analytical tools.

About the Company

iCapital Network

Connects wealth managers to alternative investments

iCapital Network, branded as iCapital, develops technology and services for wealth managers, asset managers, institutional investors and family offices. Its marketplace connects advisors with alternative investments, structured products and annuities, while enterprise platforms manage subscriptions, investor onboarding, documents and investment reporting. The company also structures and services access funds and supplies data management and compliance workflows for financial firms. It earns management, servicing and investor-placement fees through its investment arrangements, with compensation varying by product and agreement. Founded in 2013, iCapital is headquartered in New York City, New York.

Company size
1,001-5,000
Company stage
Late Stage VC
Total funding
$1.5B
Headquarters
New York City, New York
Founded
2013

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