Business Analyst, Data - Associate / Assistant Vice President

iCapital
New York, NY
On-siteCareer-pivot friendly

Who this role is best for

Best suited to candidates with cross-functional project management experience working in financial data or fintech.

Best fit for

  • Candidates with 2-5 years of experience in financial data or fintech and a background in cross-functional project management
    — “2-5 years of experience in financial services, financial data, fintech, private markets, consulting, investment banking, strategy, or a related field”
  • Individuals with strong analytical and reporting skills who can translate data insights into client-ready product descriptions
    — “Write and maintain clear, accurate, and client-ready Product Descriptions for Data Solutions offerings”
  • Candidates who can manage timelines, dependencies, and stakeholder feedback effectively in a collaborative environment
    — “incorporating feedback from multiple stakeholder teams and keeping initiatives on schedule”

Things to consider

  • Requires in-office presence for four days a week in Greenwich or New York, with limited remote flexibility
    — “Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday”
  • Candidates should be prepared for ongoing coordination with cross-functional teams including Legal and Compliance
    — “Gather, consolidate, and incorporate feedback on Product Descriptions from Product, Data, Technology, Legal, Compliance, Sales, and other cross-functional teams”

How to stand out

  • Highlight experience managing cross-functional projects and delivering on tight timelines
    — “managing timelines, dependencies, and deliverables across cross-functional teams”
  • Emphasize background in financial data, private markets, or wealth technology with specific examples
    — “Interest in private markets, alternative investments, financial data, and wealth technology”
  • Demonstrate proficiency with SQL, Python, and visualization tools like Tableau or Power BI
    — “Significant experience with SQL, Python, Tableau, Power BI, or similar analytical tools is preferred”
  • Demonstrate your ability to inventory and assess data assets for commercial applications
    — “Analyze proprietary and third-party datasets to assess coverage, quality, availability, usage rights, and potential commercial applications”
Pace · Fast PacedCollaboration · HighAutonomy · MediumDecision Impact · Team

Derived from job-description analysis by Serendipath's career intelligence engine.

What success looks like

  • support the development of the firm's Data Solutions strategy
  • manage project timelines and dependencies
  • build and maintain reporting that tracks Data Solutions initiatives
Typical background
financial servicesfinancial datafintech

Skills & requirements

Required

SQLPythonTableauPower BIProject Management

Preferred

Financial ServicesPrivate MarketsAlternative InvestmentsWealth Technology

Stack & domain

SQLPythonTableauPower BIProject ManagementCommunicationAttention To DetailFinanceData AnalyticsPrivate Markets

About the role

Original posting from iCapital via Greenhouse

Business Analyst, Data - Associate / Assistant Vice President

Department: Data Solutions

Location(s): Greenwich, CT or New York, NY

About the Role

iCapital is seeking an Associate or Assistant Vice President Business Analyst to join its growing Data Solutions team. This individual will support the development of the firm's Data Solutions strategy by analyzing data assets, evaluating potential solutions, and supporting strategic data initiatives across the firm. This role will work across Business, Product, Technology, and Data teams and provide analytical support for our data initiatives, including writing product descriptions and managing the software development lifecycle. The ideal candidate has a background in cross-functional project management, including incorporating feedback from multiple stakeholder teams and keeping initiatives on schedule.

Responsibilities

Analyze proprietary and third-party datasets to assess coverage, quality, availability, usage rights, and potential commercial applications.

Support the inventory and assessment of data assets across iCapital and identify opportunities to create new client solutions.

Research prospective data providers, technology companies, strategic partners, and distribution channels.

Gather and document business, data, and reporting requirements in partnership with Product, Data, Technology, Operations, and business teams.

Analyze client needs, workflows, use cases, and feedback to support solution prioritization and development.

Build and maintain reporting that tracks Data Solutions initiatives, product opportunities, partnerships, and commercial performance.

Write and maintain clear, accurate, and client-ready Product Descriptions for Data Solutions offerings, including coverage, methodology, use cases, and key differentiators.

Gather, consolidate, and incorporate feedback on Product Descriptions from Product, Data, Technology, Legal, Compliance, Sales, and other cross-functional teams, and resolve conflicting input.

Manage project timelines, milestones, and dependencies across the software development lifecycle, tracking progress and escalating risks and delays to senior management.

Coordinate review cycles and approvals with cross-functional stakeholders to ensure deliverables are completed on schedule.

Qualifications

2-5 years of experience in financial services, financial data, fintech, private markets, consulting, investment banking, strategy, or a related field

Bachelor's degree in finance, economics, business, data analytics, computer science, or related discipline

Significant experience with SQL, Python, Tableau, Power BI, or similar analytical tools is preferred

Interest in private markets, alternative investments, financial data, and wealth technology

Excellent attention to detail, organization, and written and verbal communication skills

Excellent writing skills, with experience producing product documentation or descriptions and incorporating stakeholder feedback

Demonstrated project management experience, including managing timelines, dependencies, and deliverables across cross-functional teams

Benefits

The base salary range for this role is $100,000 to $120,000 at Associate and $120,000 to $150,000 at AVP.  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. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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/

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.

Source: iCapital careers (Greenhouse)

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