iCapital · 15 hours ago
Technology Business Management - Associate
New York, NY
Full-time
Hybrid
Mid Level
$90K/yr - $110K/yr
4+ years expiCapital is looking to hire a Technology Business Management (TBM) Associate who will be a core member of the Technology team supporting operational infrastructure. The role focuses on delivering high-quality reporting, managing engagement programs, and executing various business management initiatives.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Produce weekly, monthly, and quarterly reporting packages for the CTO and Technology leadership
Consolidate and validate data inputs from Engineering, Product, and Operations teams
Build dashboards, summaries, and visual insights using Excel, Power BI, Tableau, or similar tools
Leverage AI tools to improve data synthesis, summarization, and reporting quality
Draft and edit internal communications, announcements, updates, and newsletters
Develop and refine executive-ready presentations and maintain content templates and standards
Coordinate the Technology team's engagement programs, including events, recognition, and all-hands logistics
Track engagement metrics and partner with the HR and Communications teams on program execution
Support the Technology Development Rotation Program, including scheduling, documentation, and communications
Coordinate onboarding and offboarding logistics for rotation program participants
Execute ad-hoc projects, maintain process documentation, and identify workflow improvements using technology and AI
Assist with operational planning, tracking, and follow-through for Technology Business Management initiatives
Qualification
Required
4–6 years of experience in business operations, program coordination, project management, PMO support, communications, or technology‑adjacent roles
Strong proficiency in PowerPoint, Excel, and reporting or dashboard tools (i.e., Power BI, Tableau)
Experience using or a strong interest in using AI tools such as Microsoft Copilot or AI‑enabled analytics
Excellent written and verbal communication skills
Strong organizational skills, documentation discipline, and project management ability
Demonstrated success managing recurring deliverables with accuracy and consistency
High level of professionalism, respect, and discretion, especially when handling sensitive information
Comfort supporting senior leaders in a fast‑paced environment
Preferred
Experience supporting a technology, engineering, or CTO organization
Experience with internal communications, employee engagement, or program operations
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
1001-5000 employees
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Dan Vene
Co-Founder and Managing Partner
Nick Veronis
Managing Partner & Co-Founder
Recent News
Business Wire
2026-01-16
Business Wire
2026-01-15
2025-12-18
Company data provided by crunchbase