Strategic Transformation, Data Operations - Associate

iCapital • Salt Lake City, UT

2d • $70,000 - $85,000 • Hybrid

About The Position

iCapital is seeking a detail-oriented, technically capable Analyst or Associate to join its Strategic Transformation team. The role owns root-cause investigations of production data issues, contributes to ETL pipeline development, and serves as a primary liaison between Fund Finance operations and engineering. It helps define requirements, advance data quality initiatives, and build tooling and dashboards that provide stakeholders with visibility into exceptions and resolution status.

The Strategic Transformation Data team is an embedded data function within Fund Finance. It partners with Fund Operations, Technology, and Product to resolve data quality issues, build ETL pipelines, and deliver automation tooling. The team works across data engineering, business analysis, and operational transformation.

The role owns end-to-end delivery of data initiatives supporting Fund Finance, Transactional Operations, and Investor Relations workflows. It partners with Product Managers and internal stakeholders to define scope, gather business requirements, translate needs into technical solutions, and drive implementation for existing workflows and new product features. It also serves as a subject matter expert on data workflows and platform functionality, advising internal teams on data dependencies, product functionality, and operational impacts.

Requirements

• At least 2 years of experience in a business analyst, data support, or application support role within financial services.
• Bachelor’s degree or higher in computer science, business analytics, business administration, finance, or a related field.
• Proficiency in SQL for data analysis, investigation, and root-cause diagnostics.
• Strong relationship management skills and ability to partner effectively across internal teams, fund administrators, vendors, and other external stakeholders.
• Ability to balance multiple projects, priorities, and stakeholder conversations across teams and business functions.
• Ability to perform structured root-cause analysis and coordinate with engineers through investigation and resolution.
• Strong analytical and problem-solving skills, including the ability to explain complex data issues in clear business language.
• Excellent communication and stakeholder management skills, with comfort working across technical and non-technical audiences.
• Experience with private equity, hedge fund, or alternative investment operations and data.
• Familiarity with ETL pipeline concepts, data ingestion patterns, or workflow automation.
• Experience writing Jira tickets or structured requirements documents for engineering teams.

Nice To Haves

• Exposure to AI-assisted tooling or automation frameworks.
• Experience with Python.

Responsibilities

• Perform root-cause analysis of production data issues using SQL and coordinate with engineering and operations teams to resolve them.
• Support and contribute to ETL pipeline development, collaborating with Product Managers and engineers throughout the development lifecycle.
• Serve as the primary liaison between fund administrators, business groups, and technology teams to manage and resolve data exceptions and discrepancies.
• Develop exception-management tooling, data quality controls, metrics, and dashboards to help stakeholders prioritize issue resolution.
• Define clear business and technical requirements for engineering teams addressing new features or existing issues.
• Build an in-depth understanding of organizational data flows and their downstream impact on Fund Finance processes.
• Write test cases and perform UAT to identify and address issues before production deployment.
• Identify and contribute to automation initiatives that reduce manual work in recurring data workflows, including reconciliation, ingestion monitoring, and exception handling.
• Formalize operational knowledge in structured documentation so the team can scale independently of individual expertise.
• Own end-to-end delivery of data initiatives supporting Fund Finance, Transactional Operations, and Investor Relations workflows, including defining scope, gathering requirements, translating needs into technical solutions, and driving implementation.
• Serve as a subject matter expert on data workflows and platform functionality, advising internal teams on data dependencies, product functionality, and operational impacts.

Benefits

• Equity for all full-time employees.
• Annual performance bonus.
• Employer-matched retirement plan.
• Subsidized healthcare.
• 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling.
• Parental leave.
• Unlimited paid time off (PTO).
• Hybrid schedule: in-office Monday through Thursday and flexibility to work remotely on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level