About
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.
Team & Tools You will sit in the Analytics group of the broader Data & Analytics team within Technology, working 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).
Responsibilities
Write SQL within dbt to extract, transform, validate, and aggregate data.
Spend 50% time on SQL/DBT, 30% on Tableau/PowerBI, 20% on Python.
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 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.
Required Qualifications
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 the status quo to understand business needs.
Preferred Qualifications
Prior experience in the financial services and alternative investments.
Prior experience in business analyst and/or project management roles.
Benefits 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). Employees in this role will work in the office Monday‑Thursday, with the flexibility to work remotely on Friday.
Legal Statement 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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Languages
- English
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