Strategic Transformation, Data Support - Associate

Responsibilities

• Perform root-cause analysis of production data issues using SQL, working cross-functionally with engineering and operations teams to drive resolution.
• Support and contribute to ETL pipeline development, collaborating closely with Product managers and engineers throughout the development lifecycle.
• Serve as the primary liaison between fund administrators, business groups, and technology teams to manage and resolve data exceptions and discrepancies.
• Collaborate with Product Managers to define, scope, and implement data projects for existing workflows and new product features.
• Develop exception management tooling to strengthen data quality controls and produce metrics and dashboards that help stakeholders prioritize issue resolution.
• Define clear business and technical requirement documents for engineering teams addressing new features or existing issues.
• Write test cases and perform UAT to ensure issues are identified and addressed before production deployment.
• Identify and contribute to automation initiatives that reduce manual intervention in recurring data workflows, including reconciliation, ingestion monitoring, and exception handling.
• Formalize operational knowledge into structured documentation, enabling the team to scale independently of individual expertise.

Qualifications

• 2+ years of experience in a business analyst, data support, or application support role within financial services.
• Bachelor’s degree or higher in computer science, business analytics, business administration, finance, or a related field.
• Proficiency in SQL for data analysis, investigation, and root-cause diagnostics.
• Proven ability to perform structured root-cause analysis and coordinate with engineers through investigation and resolution.
• Strong analytical and problem-solving skills, with the ability to translate complex data issues into clear business language.
• Excellent communication and stakeholder management skills and comfortable working across technical and non-technical audiences.
• Experience with private equity, hedge fund, or alternative investment operations and data.
• Familiarity with ETL pipeline concepts, data ingestion patterns, or workflow automation.
• Experience writing Jira tickets or structured requirement documents for engineering teams.
• Exposure to AI-assisted tooling or automation frameworks and Python are a plus.

Benefits

• The base salary range for this role is $70,000 to $85,000.
• 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.