icapitalnetwork · Salt Lake City, Utah, United States
About the Role iCapital is seeking an Analyst or Associate responsible for supporting the Product Managers with all aspects of the successful operations of the funds in the Independent Advisor Solutions Business (IAS). The IAS business line is a rapidly growing platform of registered evergreen funds. Responsibilities Support the management and maintenance of product-related data, reporting, and marketing content across multiple investment products and distribution channels. Partner with Product Managers and cross-functional teams to develop and implement workflow optimization tools and AI-driven capabilities. Identify opportunities to improve operational efficiency through automation, artificial intelligence, and technology-enabled solutions. Conduct market, industry, and competitor research to support product strategy, positioning, and business development initiatives. Develop dashboards, analyses, and reporting solutions that provide actionable insights for product, investment, and sales teams. Support ongoing product monitoring and operational activities, including portfolio reporting, regulatory and tax-related oversight, and investor activity tracking. Coordinate with external partners, service providers, and sub-advisers to facilitate information sharing and marketing initiatives. Assist with due diligence requests, RFPs, questionnaires, and onboarding documentation for platforms and distribution partners. Contribute to ad hoc analyses, strategic projects, and special initiatives as business needs evolve. Document key meetings, track action items, and support follow-up activities to ensure timely execution of projects and in …truncated… d as exempt. Both Levels iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, tel…
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