What are the responsibilities and job description for the Analytics & Business Intelligence - Associate position at iCapital?
This position does not offer visa sponsorship now or in the future.
Description
We’re looking for an Analytics & Business Intelligence Associate to help drive data‑informed decision‑making for iCapital’s platform by analyzing and monitoring product and platform usage. This role focuses on defining and measuring platform and product KPIs, such as monthly active users (MAU), feature adoption, engagement trends, and usage patterns across advisors, investors, and firms.
The candidate will transform raw product and event‑level data into reliable analytical datasets, build live dashboards to track platform health and adoption, identify key driver metrics and behavioral trends, and partner closely with product, engineering, and business teams to inform roadmap prioritization and improve the overall user experience.
You will sit in the Analytics group of the broader Data & Analytics team within Technology, and will work closely with our Data Engineering group.
On the technical side, you will interface with our data stack of Airbyte, Snowflake, dbt, Prefect, Python and Tableau (among others).
Ideal candidates will be highly proficient in our technical tooling, understand complex business problems, interface with senior stakeholders, develop execution plans, and finally present on their work.
Responsibilities
The base salary range for this role is $70,000 to $100,000 depending on experience. 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.
Description
We’re looking for an Analytics & Business Intelligence Associate to help drive data‑informed decision‑making for iCapital’s platform by analyzing and monitoring product and platform usage. This role focuses on defining and measuring platform and product KPIs, such as monthly active users (MAU), feature adoption, engagement trends, and usage patterns across advisors, investors, and firms.
The candidate will transform raw product and event‑level data into reliable analytical datasets, build live dashboards to track platform health and adoption, identify key driver metrics and behavioral trends, and partner closely with product, engineering, and business teams to inform roadmap prioritization and improve the overall user experience.
You will sit in the Analytics group of the broader Data & Analytics team within Technology, and will work closely with our Data Engineering group.
On the technical side, you will interface with our data stack of Airbyte, Snowflake, dbt, Prefect, Python and Tableau (among others).
Ideal candidates will be highly proficient in our technical tooling, understand complex business problems, interface with senior stakeholders, develop execution plans, and finally present on their work.
Responsibilities
- Write SQL within dbt to extract, transform, validate, and aggregate data
- SQL / DBT - 50%; Tableau/PowerBI - 30%; Python - 20%
- Create Tableau dashboards for various business teams, charting key metrics and performing exploratory data analysis
- Monitor and deploy data pipelines into our orchestration infrastructure using Prefect Drive projects to completion by gathering business requirements, implementing technical solutions, following software best engineering practices, and finally presenting on results Work closely with our engineering, product and business teams to form a thorough understanding of our industry and evolving data model
- Convert data insights into concrete, action-oriented and phased execution plans that measurably grow various business metrics over time
- Bachelor’s degree or higher in Computer Science, Economics, Mathematics, Statistics or a related technical field
- 2 to 4 years of experience in a data-related role
- Excellent writing, communication and presentation skills
- Strong knowledge of SQL (dbt and Snowflake experienced preferred)
- Strong knowledge and experience with a business intelligence tool (e.g. Tableau, Looker, PowerBI) - certification preferred
- Familiar with data science techniques and machine learning models and familiar with Python, Microsoft Excel and intermediate statistics
- Detail-oriented, naturally curious and willing to question to status quo to understand business needs
- Prior experience in the financial services and alternative investments
- Prior experience in business analyst and/or project management roles
The base salary range for this role is $70,000 to $100,000 depending on experience. 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.
Salary : $70,000 - $100,000