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iCapital Network

Connects wealth managers to alternative investments

Associate Project Manager

Project ManagementUpdated on Nov 14
Full-timeColorado Springs, CO, USA

About the Job

Requirements

  • Three to five years of experience in project or program management.
  • Experience with the Software Development Life Cycle (SDLC).
  • Experience with either Waterfall or Agile methodologies.
  • Strong knowledge of Microsoft Office products, including Word, Excel, Outlook, PowerPoint, Project, SharePoint, and Visio.
  • Experience with project management software such as JIRA or Microsoft Project.

Responsibilities

  • Provide customer service to external clients and internal teams.
  • Manage project deliverables to ensure completion on schedule, within budget, and to client satisfaction.
  • Maintain project financial performance within approved client budgets and assessments.
  • Deliver project timelines on or ahead of schedule according to plan.
  • Manage resource allocation through accurate bookings and effective coordination of work product delivery.
  • Assess, communicate, and manage project scope changes to secure client approval and minimize project impact.
  • Track and achieve productivity, utilization, and margin metrics in accordance with established company guidelines.
  • Maintain accurate project data, including resourcing, task management, bookings, time recording, budgets, timelines, dependencies, and other required details within project management systems.
  • Meet established KPIs in alignment with Project Management requirements.
  • Manage client statements of work, facilitate requirements analysis and design, baseline project plans, keep clients informed of project progress, track and communicate financial status, ensure timeline schedules, manage change, mitigate risk, and facilitate on-time, on-budget project deliveries.

Desired Qualifications

  • Project management certifications such as PMP, CSM, CAPM, or SAFe.
  • Experience with Six Sigma or Lean process improvement.
  • Experience in financial services, particularly life insurance or annuities.

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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