iCapital
New York, NY
Hybrid

Platform Implementation & Operations - Assistant Vice President

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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 $117 billion in global client assets invested in 979 funds, as of February 2022.

iCapital was named Solutions Provider of the Year at the 2020 MMI/Barron’s Industry Awards and selected to the 2018, 2019, 2020 and 2021 Forbes FinTech 50, a list of the top 50 innovative financial technology companies that are transforming finance through technology.


About the Role

iCapital Network is looking for a motivated and eager candidate to support the expanding development of platform partnerships with iCapital and financial intermediaries. The role encompasses supporting the operational needs of all platform offerings as well as supporting and identifying the development of custom features for new partners including providing support to design unique platform workflows.  The ideal candidate has a penchant for knowledge, a hunger for growth & learning, and will embrace a collaborative, fast-paced entrepreneurial environment. 

Responsibilities

  • Manage front-to-back implementation for small to medium size clients (e.g., General Partners, Wirehouses, RIA firms, etc.)
  • Manage data integrations with clients and vendors across the alternative investment ecosystem (administrators, custodians, transfer agents, partners, etc.)
  • Scope, prepare & manage detailed project plans and implementation tasks lists for timely and successful launch along with senior team members
  • Manage workstreams within larger implementations supporting the senior project lead
  • Provide ongoing account and relationship management for clients
  • Learn and support all interfaces on iCapital platform; develop in-depth understanding of the platform, conduct platform demonstrations, and consistently drive improvements
  • Work with staff to trouble shoot platform issues
  • Train staff on platform and client setup


Qualifications

  • Bachelor's Degree
  • 5-8 years of experience in project management / operational financial services
  • Strong interpersonal and presentation skills and the proven ability to influence and communicate effectively across both internal and client stakeholders
  • History of teamwork, willingness to roll up one’s sleeves and get the job done
  • Attention to detail
  • Desire to work in a fast-moving entrepreneurial environment

Benefits

iCapital offers a comprehensive benefits package that includes a competitive total compensation program consisting of salary, equity for all full-time employees, annual performance bonus, and an employer matched retirement plan; generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; unlimited paid time off (PTO) and parental leave. 

We offer most employees the flexibility to work in the office three to four days and remotely for the remainder of the week.  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

 

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.

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What are iCapital Perks + Benefits

Culture
Volunteer in local community
The Philanthropy Committee has been leading our company’s efforts to support organizations such as Northwell Health and City Harvest, which have been serving on the frontlines within our communities
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Diversity employee resource groups
Hiring practices that promote diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
A 100% employer paid benefit
Vision insurance
A 100% employer paid benefit
Health insurance
To help lower the cost of employee monthly healthcare premiums, we offer a rich benefits program that's generously employer subsidized
Life insurance
Wellness programs
We partner with United Healthcare Oxford and offer their Sweat Equity Program for gym reimbursement
Mental health benefits
We offer First Stop Health, an employer paid benefit, providing 24/7 telemedicine and virtual mental health counseling to both employees and their families
Financial & Retirement
401(K)
401(K) matching
We match 100% of an employee's contributions up to 3% of their annual gross salary
Company equity
Employee stock purchase plan
We allow qualified employees to purchase company shares.
Performance bonus
Child Care & Parental Leave Benefits
Generous parental leave
Family medical leave
Return-to-work program post parental leave
Vacation & Time Off Benefits
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
We offer unlimited sick time to all full time employees
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
We host monthly themed happy hours
Home-office stipend for remote employees
All new employees receive a laptop, computer monitor, keyboard, and mouse. As we continue to work remotely during COVID-19, we have provided all employees with necessary computer accessories
Mother's room
Professional Development Benefits
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education stipend
Continuing education available during work hours
Online course subscriptions available
Paid industry certifications
The certificate provided is related to the employee's role and considered a necessity for them to perform their job function.
Personal development training

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