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Salary: USD 60,000 - 90,000 / annual
iCapital is seeking an Analyst or Associate to support Product Managers in the Independent Advisor Solutions (IAS) Business, a rapidly growing platform of registered evergreen funds. This role bridges product operations and strategic initiatives within the fintech/wealth management space.
Key Responsibilities:
- Support management and maintenance of product-related data, reporting, and marketing content across multiple investment products and distribution channels
- Partner with Product Managers and cross-functional teams to develop and implement workflow optimization tools and AI-driven capabilities
- Identify opportunities to improve operational efficiency through automation, artificial intelligence, and technology-enabled solutions
- Conduct market, industry, and competitor research to support product strategy, positioning, 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
Workplace: Monday–Thursday in-office in Colorado Springs, with remote flexibility on Fridays. Comprehensive benefits include equity for all full-time employees, annual performance bonus, employer-matched retirement plan, 100% employer-paid dental and vision, telemedicine, virtual mental health counseling, parental leave, and paid time off.
Qualifications:
- 1–5 years of relevant experience in financial services (private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, or similar)
- Excellent written and verbal communication skills
- High degree of accuracy and attention to detail
- Ability to problem-solve and make logical business recommendations in a fast-paced environment
- Professional demeanor with an entrepreneurial attitude and strong sense of ownership
- Positive, growth-oriented mindset; willingness to take on new challenges and contribute beyond core responsibilities
