Project Manager - Associate

iCapital; Colorado Springs (CO); Hybrid; USD 70,000 - 90,000; Full time

Benefits offered by this job

Employer-matched retirement plan

Health, dental, vision coverage

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Job summary

iCapital is hiring a Project Manager Associate to support external clients through the project implementation and software development lifecycle. You will help manage client statements of work, facilitate requirements analysis, baselining plans, and keep clients informed on progress.

The role emphasizes tracking budgets, risks, and timely deliveries, with hybrid work in the greater Denver/Colorado Springs area or Salt Lake City, Utah.

Qualifications

• 4-6 years of project and program management experience.
• Strong knowledge of MS Office products (Word, Excel, Outlook, PowerPoint, Project, SharePoint, Visio).
• Experience with NetSuite or OpenAir is a plus.
• Financial services industry experience is a plus.
• Six Sigma or Lean process improvement experience is a plus.

Responsibilities

• Deliver exceptional customer service to clients and internal teams.
• Manage project deliverables to plan, ensuring they are on schedule, within budget, and meet client satisfaction.
• Maintain project financials at or below budget based on client-approved assessments.
• Deliver project timelines on time or ahead of schedule according to plan.
• Manage resources effectively through timely, accurate bookings and coordination of work product delivery.
• Assess, communicate, and manage changes to project scope for client approval.
• Track and achieve productivity, utilization, and margin metrics within established company guidelines.
• Maintain accurate records of resourcing, task management, bookings, time tracking, budgets, timelines, dependencies, and other project details in the project management system.
• Meet established KPIs in alignment with project management requirements.

Skills

Project management

Client communication

Budget tracking

Risk management

Tools

MS Word

MS Excel

Outlook

PowerPoint

MS Project

SharePoint

Visio

NetSuite

OpenAir

Job description

iCapital is looking to hire a Project Manager (PM) Associate to support external clients throughout the project implementation and software development lifecycle. This role is responsible for managing client statements of work, facilitating requirements analysis and design, baselining project plans, keeping the client informed of project progress, tracking and communicating financial status, ensuring timeline schedule, managing change, mitigating risk, and working with the client to facilitate on time, on budget project deliveries.

Responsibilities

• Deliver exceptional customer service to clients and internal teams.
• Manage project deliverables to plan, ensuring they are on schedule, within budget, and meet client satisfaction.
• Maintain project financials at or below budget based on client-approved assessments.
• Deliver project timelines on time or ahead of schedule according to plan.
• Manage resources effectively through timely, accurate bookings and coordination of work product delivery.
• Assess, communicate, and manage changes to project scope for client approval.
• Track and achieve productivity, utilization, and margin metrics within established company guidelines.
• Maintain accurate records of resourcing, task management, bookings, time tracking, budgets, timelines, dependencies, and other project details in the project management system.
• Meet established KPIs in alignment with project management requirements.

Qualifications

• 4‑6 years of experience in project and program management.
• Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, Project, SharePoint and Visio.
• Experience with NetSuite or OpenAir is a plus.
• Financial services industry experience is a plus.
• Six Sigma or Lean process improvement experience is a plus.

Salary & Benefits

The base salary range for this role is $70,000 to $90,000. 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).

Location & Office Culture

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. This role is based in the greater Denver/Colorado Springs area or our Salt Lake City, Utah office.

EEO Statement

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.