Strategic Planning and Business Management - Assistant Vice President

iCapital•New York, NY

11d•$110,000 - $145,000•Hybrid

About The Position

iCapital is seeking a Strategic Development and Planning Assistant Vice President to drive operational efficiency and support growth initiatives within the Operations and Investment Product Management (OIPM) Business Excellence team. The role is collaborative and supports smooth execution of key processes in close partnership with OIPM leadership, with opportunities to take on expanded responsibilities as the organization grows. The position focuses on strategic planning, operational execution, workflow improvement, and cross-functional collaboration to enhance operational performance. The ideal candidate brings analytical and data storytelling skills, financial modeling expertise, and the ability to build cross-functional relationships in a dynamic fintech environment. Employees in this role work in the office Monday through Thursday, with the flexibility to work remotely on Friday.

Requirements

4–7 years of experience in investment banking, management consulting, private equity, high-growth technology strategic finance, or a corporate finance management development program.
Excellent PowerPoint and Excel skills, including extensive experience analyzing raw data to conduct quantitative analyses and produce meaningful outputs.
Demonstrated ability to use business intelligence tools to create and maintain data models, dashboards, and reports.
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-building skills, including the ability to build rapport with colleagues at all organizational levels and across functions.
Proactive self-starter with outstanding communication skills.

Nice To Haves

Foundational knowledge and understanding of alternative investments and private markets.
Experience with Tableau.

Responsibilities

Partner with OIPM teams to develop and deliver key operational initiatives.
Track and evaluate strategic initiative execution and measure effectiveness against growth objectives.
Drive the definition, preparation, and reporting of OIPM KPIs, and continuously improve reporting.
Serve as the central coordination point for cross-functional projects.
Conduct research and business analyses and interpret insights for OIPM stakeholders.
Develop subject matter expertise in company data, systems, and processes and how they interconnect.
Develop advanced knowledge of 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.