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 $187 billion in global client assets invested in 1,504 funds, as of April 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
The RPA Team Partners with Business Product Managers, Platform Technology Managers, and functional teams across the firm to help define and prioritize automation projects.
The role within the team will be responsible for assisting in driving the adoption and implementation of Robotic Process Automation across iCapital.
Responsibilities
- Identify and analyze business requirements, ensure they are clearly articulated with proposed potential solutions.
- Collect data from various sources and have a continuous process improvement mindset.
- Build and create a priority roadmap of Intelligent Automation Process Candidates.
- Communicate with internal stakeholders to understand business needs and user requirements.
- Contribute to the design and testing of RPA Processes.
- Identify ways to improve performance and robustness.
- Participate in code reviews and lead progress update meetings.
- Offer technical solutions, effort estimation, and outline delivery strategy and plans.
- Execute the staging and deployment of automation solutions in both sandbox and live environments.
- Provide dedicated support and configuration assistance post-production.
- Create documentation and user guides for RPA processes.
Qualifications
- 1+ years of experience of business analysis and project management experience
- Experience working with gathering requirements and implementing solutions in a systematic way
- Analytics driven - can measure the impact of RPA solution on processes and teams
- Intellectual curiosity - ask the why to help get to the best solution vs. just doing
- Technical understanding of APIs, HTML, and system integrations
- Integration experience and knowledge in how systems efficiently communicate
- Strong prioritization and project management skills, including timely and proactive communication of timelines, status
- Experience building and running a repeatable requirement gathering and implementation process
- RPA and UiPath Experience or a strong desire to learn is a plus
- Python, .Net, C# skills a plus
- Integration Experience with S3 buckets a plus
Employees in this role will work fully remote. Every department has different needs, and some positions will be designated in-office jobs, based on their function.
Benefits
iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous paid time off (PTO).
For additional information on iCapital, please visit:
https://www.icapital.com/about-us
Twitter: @icapitalnetwork
LinkedIn: https://www.linkedin.com/company/icapital-network-inc
Top Skills
What We Do
ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.
