iCapital · 7 hours ago
Strategic Planning & Business Management - Assistant Vice President/Vice President
New York, New York, United States
Full-time
Hybrid
Mid, Senior Level
$135K/yr - $175K/yr
6+ years expiCapital is a fintech company seeking a Strategic Development and Business Management Assistant Vice President or Vice President to drive operational efficiency and support growth initiatives. This role involves collaborating with various teams to enhance operational performance and streamline workflows, while also providing oversight for key business initiatives.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Partner with Operations and Investment Product Management teams to develop and deliver key operational initiatives
Provide oversight and governance for key business initiatives, ensuring timely execution and measurable outcomes
Serve as central coordination point for cross-functional projects
Build subject matter expertise in the data, systems, and processes across the company and how they work cross-functionally
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
Qualification
Required
6-10+ 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. Tableau is preferred
Data-driven thinker who can translate complex problems into models that can be built and then iterated with stakeholders
Strong strategic and business decision making abilities
Highly organized and detail-oriented, with the ability to own and prioritize multiple tasks and drive projects from start to finish
Strong collaborator who engages effectively across all levels and functions of the organization
Exceptional communication, stakeholder management, and influencing skills
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 and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
2025-12-18
Company data provided by crunchbase