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 $214 billion in global client assets invested in 1,731 funds, as of December 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 four-time winner of MMI/Barron’s Solutions Provider award (See link below).
About the Role
iCapital is looking to hire a Financial Planning and Analysis (FP&A) Analyst / Associate to join the Corporate Finance team. This role will involve large-scale responsibilities across financial and managerial reporting, budgeting, forecasting, analysis of key financial and performance indicators, monthly and quarterly management and board reporting duties (including support during the financial close), financial modelling, along with partnership across key business and department leads to enhance decision making. The FP&A Analyst / Associate will report into Firmwide FP&A, Assistant Vice President.
Responsibilities
- Support the budgeting and forecasting of the firm’s consolidated key financial performance indicators, with emphasis on revenue, volume activity, and select GAAP and Non-GAAP metrics, liaising with line of business FP&A teams, sales and business leads, while providing analysis of budget vs. actuals and real-time forecasting.
- Assist in preparation of the company’s annual budget process across key financial performance indicators, volume-based inputs and activity and client level detail, while evaluating overall firmwide performance targets.
- Develop key financial and performance metrics dashboards with detailed analytics for the Management Committee, Board of Directors, and Business Leads.
- Identify and assess key opportunities to enhance the current reporting structure and develop new approaches to evaluate business performance.
- Partner with line of business FP&A teams and sales to develop monthly analysis and insights into variances between budget vs. actual results, client analytics and forecasts
- Perform sales analytics to support the business development and growth of the firm globally.
- Support the end-to-end preparation of monthly management and quarterly board reporting packages, including consolidation of financial statements, budget vs. actual results and revised forecasts, variance analysis and compilation of the company KPI reports.
- Identify and remediate process gaps and implement effective internal controls; improve documentation of internal control processes.
- Assist in completing special projects as needed, such as implementation of new software, platform reporting automation, and financial planning and analysis tools.
Qualifications
- 2-4 years of FP&A, corporate finance, management consulting or accounting experience within the financial services industry and/or FP&A experience with a top-tier firm.
- Familiarity with Private Market Investments such as Private Equity, Hedge Funds, Structured Investments is preferred, but not required
- Preference for candidates with experience in planning and ERP tools such as Workday Adaptive Planning, Anaplan, Tableau, etc. Oracle NetSuite and/or General Ledger systems such as SAP, PeopleSoft, Axiom preferred but not required.
- Able to work with business, sales and department leads on business performance including budgeting, forecasting and advanced analysis
- Advanced degree and/or credentials desired, such as MBA, CPA, CFA
- Advanced skills in Excel and PowerPoint
- Strong organizational, planning, quantitative modeling, and problem-solving skills; strategic and creative thinking
- Able to manage large sets of data and implement checks and balances
- Excellent verbal and written communication skills
- Detailed oriented with big picture capability
Benefits
The base salary range for this role is $ 70,000 to $ 110,000. iCapital offers a compensation package which includes salary, 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, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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.
iCapital Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about iCapital and has not been reviewed or approved by iCapital.
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Healthcare Strength — Healthcare coverage is generous, with heavily subsidized medical, 100% employer‑paid dental and vision, and access to virtual mental health and telemedicine. These provisions are described as adding meaningful value beyond base salary.
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Leave & Time Off Breadth — Unlimited PTO and unlimited sick time, plus paid holidays and volunteer time, provide broad flexibility for time away. This breadth of leave supports work‑life balance and family needs.
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Parental & Family Support — Paid parental leave and family‑friendly resources (such as a mother’s room) are part of the package. These supports contribute to a family‑friendly environment and enhance overall total rewards.
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What We Do
Powering the World’s Alternative Investment Marketplace. Part innovator, part educator, and part navigator of the alternatives industry, iCapital offers intuitive, scalable digital solutions that have transformed how private market and hedge fund investments are bought and sold. With iCapital, financial advisors, wealth managers, and asset managers around the world now have access to everything they need to deliver the return and diversification potential of alternatives to high-net-worth investors.
Why Work With Us
iCapital is a technology-driven cutting edge firm with an entrepreneurial spirit. You'll have the opportunity to make important contributions as part of a dynamic team where you can maximize your potential, develop new skills, and help change an industry within an innovative and fast-paced setting.
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