Operations and Investment Product Management

Operations and Investment Product Management - Associate Lisbon, Portugal About the Role iCapital’s Operations and Investment Product Management (OIPM) team is seeking an Associate based in Lisbon who is eager to dig in, learn the business end-to-end, and grow with the firm. This role is designed for someone who wants to develop a deep understanding of iCapital’s platform, products, and operating model by working closely with teams across OIPM. The Associate will play a meaningful role in supporting internal and client-facing strategic initiatives across EMEA and LatAm, taking ownership of coordination, execution, and follow-through. This is an excellent opportunity for a motivated professional who thrives in a fast-paced environment, asks thoughtful questions, and is excited about building a long-term career with significant growth potential. Responsibilities Learning the Business & Building Context Develop a strong working knowledge of iCapital’s platform, products, and operational workflows by actively engaging with teams across OIPM and related functions. Invest time in understanding how regional and global teams collaborate to support clients, products, and platform initiatives. Proactively seek feedback and context to continuously improve effectiveness and broaden responsibilities. Project Management & Execution Support internal projects by tracking deliverables, timelines, and ownership across multiple teams and workstreams. Maintain action logs and status updates, ensuring commitments are followed through and escalated when needed. Take ownership of assigned initiatives, demonstrating accountability and attention to detail. Meeting & Stakeholder Support Help prepare agendas and materials for internal and client-related meetings, ensuring discussions are well-structured and productive. Capture key decisions and action items, and ensure clear communication and follow-up with relevant stakeholders. Coordinate meetings across time zones, with a particular focus on EMEA and LatAm stakeholders. OIPM & Regional Support Provide hands-on support across OIPM functions, including product operations, reporting workflows, and platform-related initiatives. Act as a connective tissue between teams, helping ensure alignment and information flow across regions. Assist with ad hoc analyses, presentations, and projects that support regional growth and strategic priorities. Qualifications Bachelor’s degree in finance, business, economics, or a related field. 2–4 years of experience in financial services, operations, project coordination, or a similar role. Experience in data analytics and reporting a plus. Strong desire to learn, take ownership, and build deep institutional knowledge. Highly organized, proactive, and comfortable managing multiple priorities in a dynamic environment. Excellent written and verbal communication skills; with the confidence and professionalism to engage in client‑facing interactions. Fluency in English required. Spanish and/or Portuguese is a plus. Comfortable working with technology platforms and Microsoft Office applications. Collaborative, curious, and motivated by long-term professional growth. 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. 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. Interested in building your career at iCapital? Get future opportunities sent straight to your email. #J-18808-Ljbffr