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Data Analytics Investor Reporting - Associate

Salt Lake City, Utah, United States

iCapital is looking to hire a Data and Analytics, Associate to measurably drive growth for the Operations and Investment Management (OIPM) group at iCapital. This role involves defining and calculating operational KPIs, transforming raw source data into processed business data, creating live dashboards to monitor performance, identifying driver metrics and statistical correlations, and finally working with business teams to enable data-driven change. This individual will sit in the Analytics group of the broader Data and Analytics team within Technology and will work closely with the Data Engineering group. This role is initially expected to be an individual contributor and eventually entails managing a team of 1-3 direct reports.

 

On the technical side, this role will interface with the data stack of Airbyte, Snowflake, dbt, Prefect, Python and Tableau, among others. On the business side, this role will work with the Operations teams to produce management visibility, efficiency improvements and workflow automation. 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.
  • Create Tableau dashboards for various business teams, charting key metrics and performing exploratory data analysis.
  • Monitor and deploy data pipelines into the orchestration infrastructure using Prefect.
  • Drive projects to completion by gathering business requirements, implementing technical solutions, following software best engineering practices, and presenting on results.
  • Work closely with the Engineering, Product and Business teams to form a thorough understanding of the industry and evolving data mode.
  • Convert data insights into concrete, action-oriented and phased execution plans that measurably grow various business metrics over time.

 

 

Qualifications

 

  • Bachelor’s degree or higher in computer science, economics, mathematics, statistics or a related technical field
  • 3-5 years of experience in a data-related role
  • Excellent writing, communication and presentation skills
  • Excellent knowledge of SQL (dbt experienced is preferred)
  • Good knowledge of a business intelligence tool (i.e. Tableau, Looker, PowerBI)
  • Good knowledge of Python, Microsoft Excel and intermediate statistics
  • Familiar with data science techniques and machine learning models
  • Prior experience with end-to-end project delivery (i.e. requirements gathering, scoping, working within large organizations, and presenting on project plans and results)
  • Detail-oriented, naturally curious and willing to question the status quo to understand business needs
  • Prior experience in financial services and alternative investments
  • Prior experience in business analyst or project management roles

 

 

Benefits

The base salary range for this role is $70,000 to $100,000.  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.

 

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