Strategic Planning and Business Management - Assistant Vice President

iCapital is seeking a Strategic Development and Planning Assistant Vice President to drive operational efficiency and support iCapital's growth initiatives under the Operations and Investment Product Management (OIPM) Business Excellence team. This role is highly collaborative and central to ensuring smooth execution of key processes, working closely with the OIPM leadership team, and with opportunities to take on expanded responsibilities as the organization and company scales. This individual will focus on driving strategic planning and operational execution, streamlining workflows, and partnering cross-functionally to enhance operational performance. The ideal candidate combines strong analytical and data storytelling skills with financial modeling expertise and excels at fostering cross-functional relationships in a dynamic fintech environment.

Responsibilities

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

Requirements

4-7 years of investment banking, management consulting, private equity, high-growth tech strategic finance, or corporate finance management development program; Excellent PowerPoint and Excel skills with extensive experience in analyzing raw data to drive quantitative analyses and building meaningful outputs; Demonstrated ability utilizing BI 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 builder who can build rapport with colleagues at all levels and functions of the organization; Proactive self-starter with outstanding communication skills

Nice to have

Foundational knowledge and understanding of alternative investments and private markets; Tableau experience

Benefits

Compensation package including salary, equity for all full-time employees, and an annual performance bonus; Employer matched retirement plan; Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling; Parental leave; Unlimited paid time off (PTO); Flexibility to work remotely on Friday