AVP/Associate Data Solutions Analyst

iCapital; New York (NY); On-site; USD 100,000 - 150,000; Full time

Job summary

iCapital is seeking an Associate/AVP Business Analyst in New York to support Data Solutions strategy by analyzing data assets, evaluating solutions, and driving strategic data initiatives across Product, Technology, and Operations. This role requires cross-functional collaboration and strong written product documentation.

Responsibilities include data asset assessment, writing product descriptions, and coordinating with Legal, Compliance, and Sales to align priorities.

Qualifications

• 2–5 years of experience in financial services, financial data, fintech, private markets, consulting, investment banking, strategy, or 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.

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.

Skills

Data analysis

Stakeholder communication

Cross-functional collaboration

Project management

Education

Bachelor’s degree in finance or related

Tools

SQL

Python

Tableau

Power BI

Job description

iCapital is seeking an Associate/AVP Business Analyst in New York to support Data Solutions strategy by analyzing data assets, evaluating solutions, and driving strategic data initiatives across Product, Technology, and Operations. This role requires cross-functional collaboration and strong written product documentation.

Responsibilities include data asset assessment, writing product descriptions, and coordinating with Legal, Compliance, and Sales to align priorities.