Product Manager - Analyst / Associate

iCapital•Colorado Springs, CO

1d•Hybrid

About The Position

iCapital is seeking an Analyst or Associate to support Product Managers with the successful operations of funds in the Independent Advisor Solutions (IAS) business, a rapidly growing platform of registered evergreen funds. The role supports product data, reporting, marketing, research, analytics, operational monitoring, partner coordination, due diligence, and strategic initiatives across investment products and distribution channels. It also partners with Product Managers and cross-functional teams to improve workflows and operational efficiency through automation, artificial intelligence, and technology-enabled solutions. Analysts earn $60,000–$70,000 annually and are paid hourly as non-exempt employees, eligible for overtime in accordance with applicable law. Associates earn a base salary of $75,000–$90,000 annually and are salaried, exempt employees. Both levels are eligible for equity and an annual performance bonus, and receive a comprehensive benefits package. The role is office-based Monday through Thursday, with the flexibility to work remotely on Friday.

Requirements

1–5 years of relevant experience in financial services, such as private equity, investment banking, capital markets, transaction advisory services, investment consulting, or portfolio analytics.
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, entrepreneurial attitude, and strong sense of ownership.
Positive, growth-oriented mindset and willingness to take on new challenges and responsibilities, consistently contributing beyond core responsibilities.

Responsibilities

Support the management and maintenance of product-related data, reporting, and marketing content across 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 of projects and initiatives.