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Salary: USD 60,000 - 85,000 / annual
iCapital is seeking a Product Manager Analyst or Associate to support the Independent Advisor Solutions (IAS) business line, a rapidly growing platform of registered evergreen funds. This role bridges product management and operations, supporting all aspects of fund operations and product success.
Key responsibilities include managing and maintaining product-related data, reporting, and marketing content across multiple investment products and distribution channels. You will partner with Product Managers and cross-functional teams to develop and implement workflow optimization tools and AI-driven capabilities, identifying opportunities to improve operational efficiency through automation and technology-enabled solutions.
The role involves conducting market, industry, and competitor research to support product strategy, positioning, and business development initiatives. You will develop dashboards, analyses, and reporting solutions that provide actionable insights for product, investment, and sales teams. Ongoing responsibilities include product monitoring and operational activities such as portfolio reporting, regulatory and tax-related oversight, and investor activity tracking.
Additional duties include coordinating with external partners, service providers, and sub-advisers to facilitate information sharing and marketing initiatives; assisting with due diligence requests, RFPs, questionnaires, and onboarding documentation for platforms and distribution partners; and contributing to ad hoc analyses, strategic projects, and special initiatives. You will document key meetings, track action items, and support follow-up activities to ensure timely execution of projects.
Required qualifications include 1-5 years of relevant experience in financial services (private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.). You should demonstrate excellent written and verbal communication skills, high accuracy and attention to detail, and the ability to problem-solve and make logical business recommendations in a fast-paced environment. A professional demeanor with an entrepreneurial attitude and strong sense of ownership is essential, along with a positive, growth-oriented mindset.
