Business Analyst, Data - Associate / Assistant Vice President
iCapital New York, New York, United States · $100K–$150K/yr
Technology, Information and Internet · 1,001-5,000 employees
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About the role
The role involves analyzing proprietary and third-party datasets to support the firm's data solutions strategy and identifying opportunities for new client solutions. Additionally, the analyst will manage project timelines, document business requirements, and coordinate cross-functional feedback for product descriptions.
What they look for
Requirements
Candidates must have 2-5 years of experience in financial services, fintech, or a related field, along with a bachelor's degree in a relevant discipline. Proficiency in analytical tools such as SQL, Python, Tableau, or Power BI is preferred, alongside strong project management and communication skills.
Benefits
Full description
Business Analyst, Data - Associate / Assistant Vice President
Department: Data Solutions
Location(s): Greenwich, CT or New York, NY
About the Role
iCapital is seeking an Associate or Assistant Vice President Business Analyst to join its growing Data Solutions team. This individual will support the development of the firm's Data Solutions strategy by analyzing data assets, evaluating potential solutions, and supporting strategic data initiatives across the firm. This role will work across Business, Product, Technology, and Data teams and provide analytical support for our data initiatives, including writing product descriptions and managing the software development lifecycle. The ideal candidate has a background in cross-functional project management, including incorporating feedback from multiple stakeholder teams and keeping initiatives on schedule.
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.
Qualifications
- 2-5 years of experience in financial services, financial data, fintech, private markets, consulting, investment banking, strategy, or a 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
Benefits
The base salary range for this role is $100,000 to $120,000 at Associate and $120,000 to $150,000 at AVP. 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.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us X: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
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.
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