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iCapital
Lisboa, PRT
Hybrid
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Jobs//Hybrid//Project Mgmt//

Implementation Specialist - Assistant Vice President / Vice President

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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 $176 billion in global client assets invested in 1,433 funds, as of December 2023.

iCapital has been named to the Forbes Fintech 50 for six consecutive years (2018-2023); 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

 

iCapital is looking for a talented Assistant Vice President - Implementation Specialist to join the Implementation team in Lisbon. The position will report to the Implementation team lead. The role encompasses supporting the technical and operational needs of all platform offerings as well as supporting and identifying the development of custom features for new partners including providing support to design unique platform workflows.  The ideal candidate has a penchant for knowledge, a hunger for growth and learning, and will embrace a collaborative, fast-paced entrepreneurial environment. 

 

Responsibilities

 

As a Assistant Vice President - Implementation Specialist, you will concurrently support multiple projects and tasks. These tasks may include:

  • Manage and coordinate small to medium-sized projects, and participate in larger projects:
    • Manage and coordinate client meetings, producing status reports and anticipating problems, while establishing a clear communication governance;
    • Develop and maintain implementation project plans, alerting to potential project implementation constraints and issues.
    • Coordinate ongoing implementation activities with multiple teams and stakeholders to ensure all business requirements are covered.
    • Manage, coordinate, and control the implementation of project-related documents to ensure quality and consistency.
  • Work with other team members to scope, prepare, and manage detailed technical implementation tasks for timely launches:
    • Gather business and functional requirements and configure platform settings to answer client needs;
    • Lead configurations on the platform to achieve client's business outcomes/Target Operating Model;
    • Support and guide the definition of clients' workflows and use cases;
    • Provide support in test cases definition and manage and drive their execution;
  • Learn and support all interfaces on the iCapital platform; develop an in-depth understanding of the platform and proactively identify issues and areas for improvement from a business to technical view.
  • Work diligently with senior management to engage new opportunities.

 

Qualifications

 

  • Academic and/or professional qualification in Business Management / Finance or related fields
  • Holding a Master's degree or MBA is a plus
  • 6+ years of work experience in business integration, project technology implementation 
  • Project management certification is a plus.
  • Experience with technical platform integration in the Financial Services industry
  • Excellent writing skills and ability to produce detailed project documentation to drive successful development.
  • Experience in analyzing system workflows and business process flow is a plus.
  • Proven ability to manage fast-paced projects and different client stakeholders with attention to detail
  • Strong work ethic and a high degree of accountability
  • Ability to quickly learn new business operations, processes, and procedures
  • Demonstrate initiative, passion, willingness to roll up one's sleeves, get the job done, and a desire to work in a fast-moving entrepreneurial environment.
  • Exceptional written and verbal communication skills in English are a must. Knowledge of other languages is an added advantage.

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 Network, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc

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headshot of icapital Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan
Rachel Cheeks-Givan
Global Head of Diversity, Equity and Inclusion
A BIG VISION
Striving to make an impact in an inclusive way
iCapital’s Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan has had a tenure featuring big milestones, like rolling out an overarching DEI strategy, iBelong at iCapital (rooted in four pillars: colleagues, culture, community, and clients), and creating a Global DEI Governance Committee and a Global DEI Steering Committee. With more plans ahead, there’s no sign of slowing down. “Our aspiration is to be the most inclusive organization in the world, as diverse as the society around us, where everyone feels safe and valued for their unique perspectives and experiences,” she said.
iCapital’s Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan has had a tenure featuring big milestones, like rolling out an overarching DEI strategy, iBelong at iCapital (rooted in four pillars: colleagues, culture, community, and clients), and creating a Global DEI Governance Committee and a Global DEI Steering Committee. With more plans ahead, there’s no sign of slowing down. “Our aspiration is to be the most inclusive organization in the world, as diverse as the society around us, where everyone feels safe and valued for their unique perspectives and experiences,” she said.
iCapital is deeply committed to diversity, equity, and inclusion in everything we do. We believe strongly that diverse perspectives lead to greater collaboration, innovation and growth for our business, our clients and, ultimately, our people.
FURTHER THE BUSINESS
Exploring opportunities to innovate
“My favorite element of iCapital’s culture is its dedication to innovation,” said SVP of Technology Shay Hasnat. And that commitment is underscored by a current project about which Hasnat is excited: bringing together multiple applications into what Hasnat called a “unified platform” that will help users engage with a breadth of investment vehicles. It’s a project that Hasnat said has both big potential for users and iCapital. “It unlocks our ability to innovate and reproduce success in one part of the business by leveraging the technologies and services created by another,” Hasnat said.
“My favorite element of iCapital’s culture is its dedication to innovation,” said SVP of Technology Shay Hasnat. And that commitment is underscored by a current project about which Hasnat is excited: bringing together multiple applications into what Hasnat called a “unified platform” that will help users engage with a breadth of investment vehicles. It’s a project that Hasnat said has both big potential for users and iCapital. “It unlocks our ability to innovate and reproduce success in one part of the business by leveraging the technologies and services created by another,” Hasnat said.
Our company culture offers a unique combination of an innovative and fast-paced start-up environment but with the stability and reputation of a well-established financial firm.
Shay Hasnat
SVP of Technology
Ilona Herbst
VP of Corporate Reporting and Head of Equity
INVESTING IN THE TEAM
Professional growth you can bank on
Lateral moves can facilitate big growth. That’s the case for finance leader Ilona Herbst, who spent her starting years at iCapital as executive assistant to CEO Lawrence Calcano — which Herbst called “a uniquely privileged opportunity” — before moving to corporate finance a few years ago. “iCapital culture is to promote from within. The flexibility of the company enabled me to grow into the new role and to develop new processes and workflows,” she said. Further, Herbst said recent career path dialogue with her managers touched on certifications to obtain for supporting her career.
Lateral moves can facilitate big growth. That’s the case for finance leader Ilona Herbst, who spent her starting years at iCapital as executive assistant to CEO Lawrence Calcano — which Herbst called “a uniquely privileged opportunity” — before moving to corporate finance a few years ago. “iCapital culture is to promote from within. The flexibility of the company enabled me to grow into the new role and to develop new processes and workflows,” she said. Further, Herbst said recent career path dialogue with her managers touched on certifications to obtain for supporting her career.
I feel encouraged by management and their support of my career path and the ability to openly discuss it.
headshot of icapital Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan
headshot of icapital Global Head of Diversity, Equity and Inclusion Rachel Cheeks-Givan

What are iCapital Perks + Benefits

Culture
Volunteer in local community
The Philanthropy Committee has been leading our company’s efforts to support organizations such as Northwell Health and City Harvest, which have been serving on the frontlines within our communities
Partners with nonprofits
Open door policy
OKR operational model
Team based strategic planning
Open office floor plan
Employee resource groups
Employee-led culture committees
Quarterly engagement surveys
Hybrid work model
Remote work program
All employees have the opportunity to work remotely on Thursday or Friday of each week. In addition, employees have four weeks available to them to work remotely throughout the year.
Diversity
Documented equal pay policy
Dedicated diversity and inclusion staff
Hiring practices that promote diversity
Health Insurance + Wellness
Flexible Spending Account (FSA)
Disability insurance
Dental insurance
A 100% employer paid benefit
Vision insurance
A 100% employer paid benefit
Health insurance
To help lower the cost of employee monthly healthcare premiums, we offer a rich benefits program that's generously employer subsidized
Life insurance
Wellness programs
We partner with United Healthcare Oxford and offer their Sweat Equity Program for gym reimbursement
Mental health benefits
We offer First Stop Health, an employer paid benefit, providing 24/7 telemedicine and virtual mental health counseling to both employees and their families
Financial & Retirement
401(K)
401(K) matching
We match 100% of an employee's contributions up to 3% of their annual gross salary
Company equity
Employee stock purchase plan
We allow qualified employees to purchase company shares.
Performance bonus
Pay transparency
Child Care & Parental Leave
Generous parental leave
Family medical leave
Vacation + Time Off
Unlimited vacation policy
Paid volunteer time
Paid holidays
Paid sick days
We offer unlimited sick time to all full time employees
Flexible time off
Bereavement leave benefits
Office Perks
Commuter benefits
Company-sponsored outings
Free snacks and drinks
Some meals provided
Company-sponsored happy hours
We host monthly themed happy hours
Home-office stipend for remote employees
All new employees receive a laptop, computer monitor, keyboard, and mouse. As we continue to work remotely during COVID-19, we have provided all employees with necessary computer accessories
Mother's room
Professional Development
Job training & conferences
Tuition reimbursement
Lunch and learns
Promote from within
Continuing education available during work hours
Paid industry certifications
The certificate provided is related to the employee's role and considered a necessity for them to perform their job function.
Personal development training
View full list of perks + benefits
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