Business Manager, Associate/Assistant Vice President

Summary

Join iCapital's Investor Relations team as a Business Analyst/Manager to drive business performance and strategic transformation. Establish metrics, create reports, and lead cross-functional projects. Work with the team to identify pain points and recommend solutions.

Requirements

• Bachelor’s degree with 3-5+ years of experience in financial services, preferably in a business management, business analyst or consulting role
• Excellent interpersonal, communication and presentation skills with the ability to present complex matters in a simple, compelling way. Executive PowerPoint skills
• Analytical thinker with strong quantitative aptitude; highly proficient in Excel and experience with data visualization products (e.g., Tableau, PowerBI) is a plus
• Experience with process mapping software (e.g., Microsoft Visio) to create complex flowcharts and technical drawings is a plus
• Experience with CRM systems (e.g., Salesforce) is a plus
• Self-motivated with a hands-on approach and able to work independently
• Strong attention to detail, organizational skills, and able to handle multiple, dynamics projects with tight deadlines

Responsibilities

• Establish metrics and measurement framework across the global team, and drive team towards a more data-driven approach
• Create reports, dashboards, and visualizations to better understand business performance and key trends
• Build staffing models and monitor them to ensure appropriate load balancing during peak business cycles and identify areas where more resources are required
• Lead or contribute to a variety of cross-functional strategic projects that impact the scope of team
• Work with the team to identify thematic pain points and leverage superior problem-solving skills to recommend and execute solutions
• Facilitate process and data mapping as well as re-engineer target processes to enhance operational efficacy
• Drive team enablement by identifying automation opportunities, gathering business requirements, facilitating prioritization discussions, and acting as a liaison to Technology teams
• Assist with or take lead on content creation for ad hoc Executive presentations

Benefits

• Base salary range: $100,000 to $130,000
• Comprehensive benefits package including 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)
• Flexible work arrangement: 4 days in the office, with flexibility to work remotely one day