Product Ops Analyst – AI, Data & Growth (Remote Fridays)

iCapital; Salt Lake City (UT); Hybride; USD 60 000 - 85 000; Plein temps

Avantages offerts par ce poste

Equity for all full-time employees

Comprehensive benefits

Remote Fridays

Salt Lake City office

Résumé du poste

iCapital is seeking an Analyst or Associate to support Product Managers in the Independent Advisor Solutions (IAS) business, a growing platform of registered evergreen funds. You will assist with data, reporting, and marketing content across multiple investment products and channels.

In this role you will help develop workflow optimization tools and AI-driven capabilities, conduct market research, and build dashboards to provide actionable insights for product, investment, and sales teams.

Qualifications

• 1-5 years of relevant experience in financial services.
• Excellent written and verbal communication skills.
• High accuracy with strong attention to detail.
• Problem-solving ability in fast-paced environments.
• Entrepreneurial attitude with ownership and initiative.
• Growth mindset and willingness to take on new challenges.

Responsabilités

• Support management and maintenance of product data, reporting, and marketing content across multiple investment products and distribution channels.
• Develop workflow tools and AI-driven capabilities with cross-functional teams.
• Identify opportunities to improve operational efficiency through automation and technology-enabled solutions.
• Conduct market, industry, and competitor research to support product strategy and business development initiatives.
• Develop dashboards, analyses, and reporting solutions that provide actionable insights for product, investment, and sales teams.
• Support ongoing product monitoring and operational activities, including portfolio reporting, regulatory and tax-related oversight, and investor activity tracking.
• Coordinate with external partners, service providers, and sub-advisers to facilitate information sharing and marketing initiatives.
• Assist with due diligence requests, RFPs, questionnaires, and onboarding documentation for platforms and distribution partners.
• Contribute to ad hoc analyses, strategic projects, and special initiatives as business needs evolve.
• Document key meetings, track action items, and support follow-up activities to ensure timely execution of projects and initiatives.

Connaissances

Communication skills

Attention to detail

Problem solving

Ownership mindset

Entrepreneurial attitude

Description du poste

iCapital is seeking an Analyst or Associate to support Product Managers in the Independent Advisor Solutions (IAS) business, a growing platform of registered evergreen funds. You will assist with data, reporting, and marketing content across multiple investment products and channels.

In this role you will help develop workflow optimization tools and AI-driven capabilities, conduct market research, and build dashboards to provide actionable insights for product, investment, and sales teams.