Client Operations and Support - Associate / Assistant Vice President

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $200 billion in global client assets invested in 1,634 funds, as of September 2024.

iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2024); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron’s Solutions Provider award (See link below).

About The Role

iCapital’s business is growing rapidly, successful candidates will join in our efforts to help iCapital clients to access alternative investments. iCapital is looking for a talented Associate/Assistant Vice-President to join the Operations Platform Support Team in Lisbon. This role is pivotal in supporting the technical and operational requirements across iCapital’s platform offerings, including ongoing maintenance, customization, and feature development to cater to our diverse customer base. Encompasses, supporting the technical operational needs of all platform offerings as well as ongoing maintenance, and identification and application of custom features to meet the differentiated requirements of iCapital’s customer base. Ideal candidates are committed to learning and growth, thrive in a collaborative, fast-paced environment, and bring a client-centric approach. This position offers a unique opportunity to develop an expansive skillset and progress your career with the guidance of industry leaders.

Responsibilities

As an Associate/Assistant Vice-President – Operations Platform Support, you will be supporting multiple projects and tasks concurrently. This may include:

• Develop an in-depth understanding of all interfaces on the iCapital platform and Proactively identify and address issues, seeking continuous platform improvements.
• Collaborate with senior team members to scope, prepare, and manage tasks essential for successful platform and fund launches.
• Configure and customize platform settings, manage user setup, map offering documents, and test configurations for quality prior to launch.
• Respond to platform update requests using the team’s ticketing system and ensure timely resolution.
• Support internal and external stakeholders, including managing and prioritizing project deliverables with the Operations Platform Support team.
• Contribute to process guide updates, incorporating new solutions and product enhancements.
• Assist with updating team documentation (e.g., process guides) as new product solutions and enhancements emerge.
• Lead efforts to implement and troubleshoot integration connections between clients, vendors, and iCapital.
• Support data integrations with clients/vendors and may participate and/or lead customer demonstrations as enhancements or new solutions are introduced.

Qualifications

• Academic and/or professional qualification: B.Sc in computer or related fields.
• 2+ years of work experience in business integration, project implementation or technology.
• Exposure to technical platform integration, business processes, and workflows is advantageous.
• Strong time management and prioritization skills.
• Strong initiative, accountability, and attention to detail.
• Ability to quickly learn new business operations, processes, and procedures.
• Ability to prioritize assignments with excellent time management skills.
• Demonstrate initiative, passion, and willingness to roll up one’s sleeves, get the job done, and a desire to work in a fast-moving entrepreneurial environment.
• Self-driven with a collaborative spirit, capable of working independently and as a team player.
• Client-focused, with a commitment to continuous improvement in a fast-paced, entrepreneurial setting.
• Strong communication skills are essential, as the success of this position requires continual interaction with external partners, internal business and finance managers on a global basis and a client-friendly demeanor.
• Technical expertise including comfort with spreadsheets, business intelligence tools and an understanding of databases (experience with SQL is a plus).
• Excellent written and verbal skills in English, other languages are a plus.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days.  Every department has different needs, and some positions will be designated in-office jobs, based on their function.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.