About the Role

iCapital is looking to hire a Strategic Finance professional to join the Corporate Finance team. This role will involve large scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management reporting duties, including support during the financial close, financial modelling, and partnership with key business and department Leads to enhance decision making. This individual will report into the iCapital Solutions Business Controller, Senior Vice President.

Responsibilities

• Support the budgeting and forecasting of the company’s key financial performance indicators, with emphasis on revenue, expenses, sales activity, and select GAAP and Non-GAAP metrics, liaising with FP&A team members, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting of revenue and expenses.
• Assist in the preparation of the company’s annual budget process across key financial performance indicators, with emphasis on revenue, expenses, sales-based inputs and activity, and client level detail.
• Develop key financial and performance metrics with detailed analytics for the Management Committee and business leads.
• Liaise with FP&A team members to develop business specific key performance metrics, client analytics, budgets, and forecasts.
• Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
• Partner with FP&A team members and sales to develop monthly analyses and insights into variances between budget vs. actual results.
• Perform sales analytics to support the business development and growth of the company’s iCapital Solutions department.
• Support the preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
• Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
• Assist in completing ad hoc projects as needed such as implementation of new software, platform reporting automation, and financial planning and analysis tools.

Qualifications

• 1-5 years of FP&A, strategic finance, corporate finance, or accounting experience within the financial services industry and/or FP&A or strategic finance experience with a top-tier firm
• Familiar with private market investments such as private equity, hedge funds, and/or structured investments are preferred
• Experience in planning and ERP tools (i.e., WorkDay Adaptive, Tableau, Essbase, etc.) and familiar with Oracle NetSuite and/or General Ledger systems (i.e., PeopleSoft, Axiom) is preferred
• Able to work with business/sales and department leads on business performance including budgeting, forecasting and advanced analytics
• Advanced degree and/or credentials desired, such as MBA, CPA, CFA
• Advanced skills in Excel and PowerPoint
• Strong organizational planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
• Able to manage large sets of data and be able to implement checks and balances
• Excellent verbal and written communication skills
• Detailed oriented with big picture capability

Benefits

The base salary range for this role is $80,000 to $115,000.  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  Twitter: @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.

About the Role

iCapital is looking to hire a motivated People Analytics Vice President to join the growing global People team. This individual will sit on the People Operations team and report to the head of HR Operations and Analytics. This role in partnership with the People leadership team will leverage expertise to build, execute, and scale robust People analytics capabilities. The ideal candidate will implement assets such as interactive dashboards and executive presentations, conduct thoughtful data analyses, and provide key workforce insights that drive more impactful people decisions. This role requires an incumbent who is equally adept at technical and functional work, and who possesses a keen design sense to produce board-quality materials.

Responsibilities

• Build a People Analytics infrastructure, with the goal of seamlessly connecting people data across disparate HR systems to enable deeper insights.
• Utilize Tableau to oversee the evaluation, automation, and integration of existing Excel-based HR reporting efforts, such as headcount, hiring plan, and HR Dashboards to streamline data-informed decision making.
• Partner with HR Business Partners to identify key business challenges and apply data science to clarify them, connect data to business outcomes, and communicate insights and opportunities effectively back to stakeholders.
• Co-own, with HR Operations colleagues, responsibility for data optimization and root cause analysis of evolving data challenges.
• Lead the strategic design of people data for the firm and support business system owners with evolving workforce data needs.
• Conduct meetings outside of US working hours, as needed.

Qualifications

• A bachelor’s degree in business analytics, data science, information technology, statistics, human resources or related field
• 5-8 years of experience building an analytics ecosystem and executing a people analytics strategy
• Familiar with human resource management concepts, metrics, and data
• Experience working with tools such as Tableau and Snowflake and other enabling middleware
• Excellent analytical skills and methods to diagnose, cleanse, and transform data
• Awareness of data visualization concepts and user-centric design
• Demonstrated experience managing confidential information with appropriate integrity and discretion
• Presentation skills to distill complex data into essential information for executives using engaging examples
• Experience working in a global team
• Familiar with Dayforce HRIS, Lattice Talent Management, and Greenhouse ATS a plus

Benefits

The base salary range for this role is $165,000 to $180,000.  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  Twitter: @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.

About the Role

iCapital is looking to hire a Sales Support Analyst to join the Alternative Distribution team. iCapital is looking to expand the internal Sales Support team to cover the six US regions within Alternatives Distribution. This role is responsible for providing top notch customer service to financial advisors in partnership with the Client Success and Regional Alternatives Distribution Sales teams. The ideal candidate will work with new and existing advisors throughout the lifecycle of the alternative investment. This role will act as the main liaison for advisors between the Sales, Investor Relations, Fund Finance, and Operations teams in support of our pre-sale, sale, and post-sales activities. 

Responsibilities

• Drive new user registrations by proactively engaging financial advisors and educating them on the iCapital value proposition.
• Lead campaigns designed to promote iCapital Marketplace new product launches, conferences, and other thought leadership publications.
• Develop, maintain, and support strong relationships between key advisors and firms in the region to maximize their usage of iCapital platform.
• Improve skills and knowledge of alternative products and related investment processes continuously.
• Maintain accurate Salesforce CRM records and populate user profile characteristics to be leveraged across the firm.
• Act as the main point of contact and problem solver for advisors regarding investment creation and servicing.
• Manage referrals to the iCapital Structured Investments, Architect, and Client Solutions teams.

Qualifications

• Bachelor’s degree in a related field
• Experience in investment or financial service fields
• Strong proficiency in Salesforce, PowerPoint, Excel, and Word. Tableau or other business intelligence tools is a plus
• Demonstrated aptitude for project management and able to prioritize and execute several requests, while working with numerous different functionalities
• Strong clients focus and customer service skillset with outstanding judgment, critical thinking, attention to detail, and strong verbal and written skills
• Attainment of Series 7 and Series 63 licenses within 120 days of hiring date
• Attainment of Chartered Alternative Investment Analyst (CAIA) certification within 2 years of hiring date

Benefits

The base salary range for this role is $75,000 to $85,000.  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  Twitter: @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.