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iCapital Network

Connects wealth managers to alternative investments

Business Solutions Consultant 2 - Associate

Business AnalysisConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • At least 3 years of work experience in the financial services or insurance industry, through sales and marketing support, illustration, or a vendor position.
  • At least 2 years of experience gathering and writing business and technical requirements in a software development life cycle environment for life or annuity products.
  • Knowledge of life or annuity products and insurance products.
  • Understanding of Agile or Waterfall software development life cycles.

Responsibilities

  • Refine documentation for clarity and consistency by anticipating questions from development and testing teams and ensuring content is unambiguous and complete.
  • Analyze customer requests to assess system impacts and engage customers in discussions regarding the benefits and tradeoffs of proposed updates.
  • Expand industry knowledge of insurance products through continuous learning and research.
  • Gather data from multiple sources, including customers, product guides, marketing materials, prospectuses, style guides, and mockups, to develop solutions to business challenges.
  • Evaluate potential solutions and make informed tradeoff decisions.
  • Implement standard and non-standard customer requirements within at least one platform.
  • Identify and analyze problems while recommending effective solutions.
  • Manage day-to-day issues and challenges independently with minimal oversight.
  • Generate innovative ideas by evaluating client requirements and system functionality.
  • Resolve less complex client issues directly and engage senior team members when appropriate.
  • Elicit customer requirements through documentation reviews, workflow analysis, and walkthrough sessions.
  • Assess customer needs and business situations independently and in collaboration with others.
  • Develop clear, concise specifications with an appropriate level of detail.

Desired Qualifications

  • Industry certifications and/or licenses.

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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