Platform Solutions - Analyst / Associate

About the Role

iCapital is looking for a talented Analyst / Associate – Platform Solutions to join the International Platform Solutions team in Lisbon. This role is pivotal in driving the successful delivery of cross-functional initiatives that enhance our platform capabilities, improve operational efficiency, and support scalable growth. You will work closely with different teams within the organization to ensure projects are delivered on time, within scope, and aligned with strategic goals.  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 an Analyst / Associate – Platform Solutions, you will concurrently support multiple projects and tasks. These tasks may include:

• Manage and coordinate small to medium-sized end-to-end projects and participate in larger projects for platform-related initiatives, from planning through execution and delivery. 
• 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/risks and issues.
• Produce status reports, presentations and other materials for clients or other cross-functional teams. 
• 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, namely identify and resolve project issues, dependencies and blockers. 
• Collaborate with other cross-functional teams to define scope, goals, deliverables, timelines and resource requirements:
• 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.
• Drive continuous improvement in project delivery processes and tools.

Qualifications

• Academic and/or professional qualification in Business Management / Finance or related fields
• Holding a Master's degree is a plus
• 3+ 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.

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office 3 days a week with the flexibility to work remotely 2 days. 

For additional information on iCapital, please visit https://www.icapital.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/