Product Manager - Analyst / Associate

The role

The Analyst or Associate will support Product Managers with the operations of funds in the Independent Advisor Solutions Business. This includes managing product data, developing workflow optimization tools, and conducting market research.

What you will do

• Support management and maintenance of product-related data, reporting, and marketing content.
• Partner with Product Managers and cross-functional teams to develop 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 and business development.
• Develop dashboards, analyses, and reporting solutions.
• Support ongoing product monitoring and operational activities.
• Coordinate with external partners, service providers, and sub-advisers.
• Assist with due diligence requests, RFPs, questionnaires, and onboarding documentation.
• Contribute to ad hoc analyses, strategic projects, and special initiatives.
• Document key meetings, track action items, and support follow-up activities.

Required qualifications

• 1-5 years of relevant experience in financial services (i.e. private equity, investment banking, capital markets, transaction advisory services, investment consulting, portfolio analytics, etc.)
• Excellent written and verbal communication skills
• High degree of accuracy and attention to detail
• Able to problem-solve and make logical business recommendations in a fast-paced environment
• Professional demeanor with an entrepreneurial attitude and a strong sense of ownership
• Exhibits a positive, growth-oriented mindset and takes on new challenges and responsibilities

Benefits

• Equity for all full-time employees
• Annual performance bonus
• Employer-matched retirement plan
• Subsidized healthcare
• 100% employer-paid dental
• 100% employer-paid vision
• Telemedicine
• Virtual mental health counseling
• Parental leave
• Paid time off (PTO)

About the company

iCapital is a platform of registered evergreen funds in the Independent Advisor Solutions Business.