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Document Integrations - Vice President / Senior Vice President

New York, New York, United States

About the Role 

iCapital is seeking a dynamic and skilled senior Document Integrations specialist to join the Data and Analytics department. This individual will serve as a SME and lead many crucial processes. 

Responsibilities 

  • Design, develop, and maintain document integration solutions to connect external systems with iCapital document repository.  
  • Develop and enforce document integration standards and guidelines to ensure consistency, scale and quality across projects.  
  • Serve as the program management lead in external document integration meetings, confidently addressing and resolving technical queries.  
  • Conduct thorough integration scoping sessions with Fund Admins/TAs to define needs and requirements.  
  • Collaborate with cross-functional teams to understand business requirements and translate them into technical specifications for document integration solutions.  
  • Eliminate one-off or bespoke integrations and implement scalable solutions benefiting all investment positions serviced by each counterparty. 
  • Ensure the scalability and reliability of document integration solutions to support business growth and meet or exceed client expectations.  
  • Monitor and optimize document integration performance, identifying and resolving bottlenecks and issues ensuring completeness and accuracy of document posting to the iCapital document repository. 
  • Maintain detailed documentation of document integration processes, configurations, and changes.  
  • Define KPIs aligned with company goals and manage measurement and reporting to all levels of the organization. 
  • Manage team responsible for internal configuration and support. 

Qualifications 

  • Strong knowledge of private fund reporting and driving scale through streamlined integration with fund administrators and transfer agents. 
  • Proven track record of leading project teams and managing complex integration projects  
  • Deep understanding of the alternative investment ecosystem, including fund administrators, custodians, and other service providers  
  • Excellent problem-solving skills and the ability to address complex technical questions from clients  
  • Excellent communication and presentation skills, with the ability to engage with partners and executive management  
  • Strong interpersonal skills, capable of building relationships and achieving business results  
  • Detail-oriented with a customer-centric focus and a knack for quick, thoughtful problem-solving  
  • Entrepreneurial mindset, with the ability to manage projects from start to finish and overcome operational bottlenecks  

 

 Benefits 

The base salary range for this role is $160,000 to $220,000 depending on level and 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.

 

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