iCapital · 2 days ago
Analytics and Strategic Initiatives - Vice President
New York, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $190K/yr
10+ years expiCapital is seeking a Vice President to lead the New Activities Planning and Strategy team that provides operational and strategic support to iCapital’s growth initiatives. This role involves driving strategic planning, operational readiness, and organizational effectiveness for new business efforts and initiatives.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Conduct strategic analysis of new business opportunities, including market sizing, competitive benchmarking, and operational impact
Translate new business objectives into actionable initiatives with clear requirements, milestones, ownership, and success metrics
Provide oversight and governance for new business initiatives across the firm, ensuring timely execution and measurable outcomes
Develop a monitoring and reporting framework to track progress and performance of new business efforts
Serve as a central coordination point for cross-functional work streams, ensuring consistency in approaches and documentations across the firm
Manage the New Activities Committee's operations including agenda setting, minute keeping, and review pipeline prioritization
Champion a culture of excellence, collaboration, and continuous improvement while leading and managing a world class team
Partner with the Business Management, Firmwide Analytics, Strategic Finance, and Corporate Development teams, ensuring new business activities align to iCapital’s strategic business direction
Qualification
Required
10+ years of experience in consulting, business management, internal strategy, or Chief of Staff-type roles within the financial services industry
Proven track record of leading cross-functional initiatives and driving organizational change
Deep understanding of operational risk, control frameworks, and regulatory environments
Strong strategic thinking and analytical capabilities
Knowledge of operational risk, control frameworks, and regulatory environments
Exceptional communication, stakeholder management, and influencing skills
Proven track record of using data to drive business decisions
Experience managing a high-performing team and providing career development feedback
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder & Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase