AVP, Strategic Growth & Operations - FinTech

iCapital; New York (NY); Hybrid; USD 110,000 - 145,000; Full time

Benefits offered by this job

Equity

Annual bonus

Retirement plan with employer match

Health insurance

Dental coverage (100% employer-paid)

Vision coverage

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Job summary

iCapital seeks an Assistant Vice President for Strategic Planning and Business Management to drive operational efficiency and growth initiatives. Reporting to the OIPM Business Excellence team, you will partner with leadership to streamline workflows, perform rigorous financial modeling, and deliver data-driven insights across the organization.

You will own KPI development, reporting, and cross-functional coordination, with opportunities to expand responsibilities as the company scales.

Qualifications

• 4–7 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance development program
• Foundational knowledge of alternative investments and private markets preferred
• Excellent PowerPoint and Excel skills with experience in analyzing raw data to drive quantitative analyses and outputs
• Experience using BI tools to build data models, dashboards and reports; Tableau preferred
• Strong strategic thinking and analytical capabilities
• Organized with the ability to own and prioritize multiple tasks and drive projects to completion
• Collaborative relationship builder across all levels of the organization
• Proactive self-starter with outstanding communication skills

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

Skills

Financial modeling

Data storytelling

Cross-functional collaboration

Excel proficiency

Analytical thinking

Proactive communication

Tools

Tableau

Excel

Job description

iCapital seeks an Assistant Vice President for Strategic Planning and Business Management to drive operational efficiency and growth initiatives. Reporting to the OIPM Business Excellence team, you will partner with leadership to streamline workflows, perform rigorous financial modeling, and deliver data-driven insights across the organization.

You will own KPI development, reporting, and cross-functional coordination, with opportunities to expand responsibilities as the company scales.