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Full-Time

Analytics and Strategic Initiatives

Associate

Confirmed live in the last 24 hours

iCapital Network

iCapital Network

1,001-5,000 employees

Connects advisors with alternative investment opportunities

Fintech
Financial Services

Compensation Overview

$90k - $115kAnnually

+ Equity + Bonus

Mid, Senior

New York, NY, USA

Category
Corporate Finance
Financial Planning and Analysis (FP&A)
Finance & Banking
Required Skills
Sales
Management
Marketing
Data Analysis
Requirements
  • 3-8 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program
  • Data-driven thinker who can translate complex problems into models that can be built and then iterated with stakeholders; Able to make strong strategic and business decisions
  • Organized and detail-oriented process manager who can prioritize and communicate clearly with senior leadership
  • Highly collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization
  • Excellent Excel skills with extensive experience developing financial models and analyzing raw data to drive quantitative analyses
Responsibilities
  • Drive the definition, preparation, and reporting of Firmwide KPIs and continuously improve reporting frameworks to drive better decisions with data-informed insights.
  • Execute strategic initiatives and drive programs to improve operating processes and reduce inefficiencies.
  • Conduct research, analysis, and business modeling to help leaders across Sales, Business Development, Product, and Marketing make financially sound and strategically aligned decisions.
  • Partner with Data Analytics, Product, and Engineering teams to develop and deliver key business intelligence and analytics.
  • Collaborate with the FP&A team on platform data infrastructure and reporting, management presentations, and annual budgeting processes.

iCapital Network connects financial advisors with high net worth investors to provide access to alternative investment opportunities, such as private equity, hedge funds, and real estate. Their platform simplifies the investment process, making it easier for affluent clients to diversify their portfolios and seek higher returns. iCapital offers a comprehensive solution that includes access to curated investment options, educational resources, and support services. They generate revenue through various fees based on the assets managed or invested through their platform. What sets iCapital apart from competitors is their focus on delivering a seamless user experience and a strong emphasis on educating clients about the risks and benefits of alternative investments.

Company Stage

Series C

Total Funding

$717.3M

Headquarters

New York City, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

20%

1 year growth

26%

2 year growth

46%
Simplify Jobs

Simplify's Take

What believers are saying

  • Strategic partnerships with firms like Blue Owl Capital, Endowus, and Ardian expand iCapital's reach and enhance its service offerings.
  • The acquisition of Mirador and the exclusive partnership with Unicorn Strategic Partners demonstrate iCapital's commitment to growth and market penetration.
  • iCapital's focus on user experience and seamless navigation of the alternative investment landscape ensures high client satisfaction and retention.

What critics are saying

  • The niche focus on alternative investments may limit iCapital's market appeal compared to more diversified financial service providers.
  • Integration challenges from acquisitions and partnerships could disrupt operations and affect service quality.

What makes iCapital Network unique

  • iCapital Network specializes in alternative investments, providing a curated selection of private equity, hedge funds, and real estate opportunities, unlike traditional financial service providers.
  • Their platform simplifies the complex process of investing in alternatives, making it more accessible and efficient for high net worth individuals and their advisors.
  • iCapital's strong emphasis on education and comprehensive support helps clients understand the benefits and risks associated with alternative investments, setting them apart from competitors.

Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave