Strategic Planning and Business Management - Assistant Vice President

iCapital

New York (NY)

Hybrid

USD 110,000 - 145,000

Full time

3 days ago

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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

Strategic Planning and Business Management - Assistant Vice President

New York, New York, United States

About the Role

iCapital is seeking a Strategic Development and Planning Assistant Vice President to drive operational efficiency and support iCapital’s growth initiatives under the Operations and Investment Product Management (OIPM) Business Excellence team. This role is highly collaborative and central to ensuring smooth execution of key processes, working closely with the OIPM leadership team, and with opportunities to take on expanded responsibilities as the organization and company scales. This individual will focus on driving strategic planning and operational execution, streamlining workflows, and partnering cross-functionally to enhance operational performance. The ideal candidate combines strong analytical and data storytelling skills with financial modeling expertise and excels at fostering cross-functional relationships in a dynamic fintech environment.

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 analysesand 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.

Qualifications

4-7 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program
Foundational knowledge and understanding of alternative investments and private markets is preferred
Excellent PowerPoint and Excel skills with extensive experience in analyzing raw data to drive quantitative analysesand building meaningful outputs
Demonstrated ability utilizing BI tools to create and maintain data models, dashboards, and reports; Tableau is preferred
Strong strategic thinking and analytical capabilities
Highly organized and detail-oriented, with the ability to own and prioritize multiple tasks and drive projects from start to finish
Strong collaborative relationship builder who can build rapport with colleagues at all levels and functions of the organization
Proactive self-starter with outstanding communication skills

The base salary range for this role is $110,000 to $145,000. 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.

iCapital is proud to be an Equal Employment Opportunity and Aff 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.

iCapital Voluntary Self-Identification Questions [U.S. Only]

Candidates are invited to respond to the below self-identification survey. Completion of the form is entirely voluntary. Whatever your decision, it will not be considered in the hiring process or thereafter. Any information that you do provide will be recorded and maintained in a confidential file.

As set forth in iCapital Network ’s Equal Employment Opportunity policy, we do not discriminate on the basis of any protected group status under any applicable law.

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The law requires us to provide equal employment opportunity to qualified people with disabilities. We request this information in order to measure the effectiveness of the outreach and positive recruitment efforts we undertake.

Completing this form is voluntary. Your answer is confidential. No one who makes hiring decisions will see it. Your decision to complete the form and your answer will not harm you in any way.

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