Business and Data Analyst - Assistant Vice President / Vice President

About the Role

iCapital is looking for a talented Assistant Vice President / Vice President  – Platform Solutions to join the International Platform Solutions team in Lisbon. The position will report to the International Platform Solutions team lead. The role encompasses supporting multiple projects focused on technical implementation, client integration, and data delivery, while also addressing the technical and operational needs of all platform offerings. Additionally, you will identify and support the development of custom features for new partners, including designing and implementing unique platform workflows.

This role requires strong analytical skills, technical expertise, and the ability to manage complex data workflows. The ideal candidate combines these capabilities with a passion for learning and growth, and thrives in a collaborative, fast-paced, entrepreneurial environment.

Responsibilities

As an Assistant Vice President / Vice President – Platform Solutions, you will support multiple projects and tasks, focusing on technical implementation and client delivery. These tasks may include:

• Managing technical implementation and configurations to ensure timely launches:
• Gather and translate business and functional requirements into platform platform configurations to answer client needs.
• Lead platform configurations to achieve client business outcomes and Target Operating Models.
• Manage SSO, SFTP and ETL setups, ensuring secure and efficient data transfer.
• Data Integration & Data Analysis:

• Work with complex data models and large datasets to support client integration and reporting needs.

• Acquire, manipulate, and analyze data using tools such as SQL, Python, Excel, or other comparable tools.

• Validate and transform data from multiple sources (including CSV flat files) to ensure accuracy and completeness.

• Define and implement basic ETL pipelines, leveraging AWS services where applicable.
• Generate custom client reports based on aggregated data and business requirements.
• Defining and supporting client workflows and use cases:
• Guide clients in workflow design and process definition.
• Support test case definition and manage execution for successful client onboarding.
• Developing deep platform expertise and driving continuous improvement:
• Learn and support all interfaces on the iCapital platform.
• Proactively identify issues and areas for improvement from a business to technical view.
• Collaborating with senior management to engage new opportunities and strategic initiatives.
  
  

Qualifications

• Bachelor’s or Master’s degree in computer science, Information Systems, Data Science, Software Engineering, Business Analytics, Mathematics/Statistics, Engineering, or a related technology/data field.
• Advanced degrees (Master’s or MBA) are a plus.
• 6+ years of work experience in business integration, project technology implementation 
• Experience with technical platform integration in the Financial Services industry
• Proficiency in SQL for querying and manipulating large data sets
• Familiarity with AWS services and basic ETL pipeline design
• Experience with data modeling and understanding relational database structures
• 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; Portuguese language is a plus. Knowledge of other languages is an added advantage.
• Excellent writing skills and ability to produce detailed project documentation is a plus.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office three days, with the flexibility to work remotely two days. Every department has different needs, and some positions will be designated in-office jobs, based on their function.

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