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About the Role
iCapital is seeking a Strategic Development and Planning Assistant Vice President to drive operational efficiency and support growth initiatives within the Operations and Investment Product Management (OIPM) Business Excellence team. This role is central to ensuring smooth execution of key processes, working closely with OIPM leadership, and offers opportunities for expanded responsibilities as the organization scales. The ideal candidate combines strong analytical and data storytelling skills with financial modeling expertise and excels at fostering cross-functional relationships in a dynamic fintech environment.
Responsibilities
- Partner with OIPM teams to develop and deliver key operational initiatives.
- Track and evaluate the execution of strategic initiatives to measure effectiveness against growth objectives.
- Drive the definition, preparation, and reporting of OIPM KPIs and continuously improve reporting.
- Serve as central coordination point for cross-functional projects.
- Conduct research and business analyses and interpret meaningful insights for OIPM stakeholders.
- Build subject matter expertise in the data, systems, and processes across the company and how they interconnect.
- Develop advanced knowledge of the company structure, clients, and key business drivers to inform analyses for operational leadership.
- Ensure consistency in methodology, documentation, and tracking across the COO office and business unit.
Requirements
- 4-7 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program.
- Foundational knowledge and understanding of alternative investments and private markets is preferred.
- Excellent PowerPoint and Excel skills with extensive experience in analyzing raw data to drive quantitative analyses and building meaningful outputs.
- Demonstrated ability utilizing BI tools to create and maintain data models, dashboards, and reports; Tableau is preferred.
- Strong strategic thinking and analytical capabilities.
- Highly organized and detail-oriented, with the ability to own and prioritize multiple tasks and drive projects from start to finish.
- Strong collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization.
- Proactive self-starter with outstanding communication skills.
Skills
- PowerPoint
- Excel
- Data Analysis
- Quantitative Analysis
- BI Tools
- Tableau
- Strategic Thinking
- Analytical Capabilities
- Organization
- Detail-Oriented
- Project Management
- Collaboration
- Communication
Location
- New York, NY
Work Type
- Hybrid
- Full-time
Experience Level
- Assistant Vice President
- 4-7 years
Salary/Compensations
- $110,000 to $145,000
Benefits
- Base salary range of $110,000 to $145,000.
- Equity for all full-time employees.
- Annual performance bonus.
- Comprehensive benefits package.
- Employer matched retirement plan.
- Generously subsidized healthcare.
- 100% employer paid dental, vision, telemedicine, and virtual mental health counseling.
- Parental leave.
- Unlimited paid time off (PTO).
About the Company
- For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
Equal Opportunity
- 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.