Compensation Overview

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $176 billion in global client assets invested in 1,433 funds, as of December 2023.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below). 

About the Role

iCapital Tax is looking for a Business Analyst to drive automation, technology innovation and risk management for the Fund Tax group. This role will work across the firm and departments globally to support the business. This is a high impact role with a great opportunity to be part of an exciting firm.

Responsibilities

• Lead analysis and implementation of global rule changes, strategic initiatives, and projects.
• Develop and communicate a technology roadmap for Tax that aligns with the company’s strategic goals by partnering with key stakeholders.
• Manage and publish Key Performance Indicators (KPIs), metrics, Key Risk Indicators (KRIs).
• Drive the implementation of ChatGPT, machine learning, and Intelligence solutions.
• Lead the Tax team’s Robotic Process Automation (RPA) initiative to automate tasks and processes.
• Evaluate and select vendors to ensure they meet business requirements and performance goals.
• Document project plans, risk and issue logs, and communication plans for projects.
• Draft business requirements, functional requirements, and flow charts.
• Manage competing priorities and deadlines to deliver projects.
• Analyze and visualize large sets of data from multiple sources to identify trends and make recommendations for scaling and investor experience enhancements.
• Manage third party vendor services, agreements, service level agreements and reviews.
• Liaise between various business departments, external providers, and vendors.
• Assess options for process improvement, including business process modeling.

Qualifications

• Bachelor’s degree and/or master’s degree in relevant field
• 10-12 years of financial service experience
• Proficient Microsoft suite skills (Excel, Word, PowerPoint) and comfortable learning new systems and technology
• Able to effectively communicate and influence key stakeholders to support proposed strategies, process improvements and operational decisions
• Excellent communication and leadership skills
• Comfortable analyzing large volumes of data
• Proven ability to multi-task and work both independently and as a team player in a fast-paced, demanding environment
• Willingness to learn new topics and work in an evolving business environment
• Organized, self-motivated, and detail-oriented with capability to see the big picture
• Develop deep subject matter expertise in relevant tax systems, procedures, and requirements
• Experience in requirements engineering and prioritization of business requirements
• Able to identify risks and execute plans for remediation
• Experience presenting complex issues and solutions to executive leadership
• Proven ability to prioritize workload to drive results, solve problems and take accountability for deadlines and outcomes
• Record of accuracy and attention to detail; flexible, proactive, self-starter
• Analytical thinker with the ability to generate innovative ideas and translate strategy to execution

Benefits

The base salary range for this role is $150,000 to $185,000.  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. We offer most employees the flexibility to work in the office three or four days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function. 

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

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.