Business Analyst, Data - Associate / Assistant Vice President

iCapital•New York, NY
•$100,000 - $150,000•Hybrid

About The Position

iCapital is seeking an Associate or Assistant Vice President Business Analyst to join its growing Data Solutions team. The role supports development of the firm's Data Solutions strategy by analyzing data assets, evaluating potential solutions, and supporting strategic data initiatives across the firm. It works across Business, Product, Technology, and Data teams, providing analytical support for data initiatives, writing product descriptions, and managing the software development lifecycle. The ideal candidate has cross-functional project management experience, including incorporating feedback from multiple stakeholder teams and keeping initiatives on schedule. The role is based in Greenwich, Connecticut, or New York, New York. Employees work in the office Monday through Thursday and may work remotely on Friday.

Requirements

  • 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 a related discipline.
  • 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.

Nice To Haves

  • Significant experience with SQL, Python, Tableau, Power BI, or similar analytical tools is preferred.

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, 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; track progress and escalate risks and delays to senior management.
  • Coordinate review cycles and approvals with cross-functional stakeholders to ensure deliverables are completed on schedule.

Benefits

  • Equity for all full-time employees.
  • Annual performance bonus.
  • Employer-matched retirement plan.
  • Generously subsidized healthcare.
  • 100% employer-paid dental and vision coverage.
  • Telemedicine.
  • Virtual mental health counseling.
  • Parental leave.
  • Unlimited paid time off (PTO).
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