Platform Implementation Specialist

Há 1 mês


Lisboa, Lisboa, Portugal Phiture Tempo inteiro

About The Role

iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With over $194 billion in global client assets invested in 1,605 funds, as of July 2024, iCapital has established itself as a trusted partner in the financial industry.

Responsibilities

As a talented Assistant Vice President/ Vice President - Implementation Specialist, you will play a key role in supporting the technical and functional needs of our platform offerings. Your responsibilities will include:

  1. Managing and coordinating small to medium-sized projects, and participating in larger projects.
  2. Managing and coordinating client meetings, producing status reports and anticipating problems, while establishing a clear communication governance.
  3. Developing and maintaining implementation project plans, alerting to potential project implementation constraints and issues.
  4. Coordinating ongoing implementation activities with multiple teams and stakeholders to ensure all business requirements are covered.
  5. Managing, coordinating, controlling, and producing project-related documents to ensure quality and consistency.
  6. Working with other team members to scope, prepare, and manage detailed technical implementation activities for timely launches.
  7. Gathering business and functional requirements and configuring the platform according to clients' needs.
  8. Leading platform configurations to achieve clients' business outcomes.
  9. Supporting and guiding the definition of clients' use cases and workflows.
  10. Supporting test cases definition, management and execution.
  11. Learning and supporting all interfaces on the iCapital platform; developing an in-depth understanding of the platform and proactively identifying issues and areas of improvement from a business to technical perspective.
  12. Working diligently with senior management to engage in new opportunities.

Qualifications

To be successful in this role, you will need to have:
  1. An academic and/or professional qualification in Business Management / Finance / Engineering or related fields.
  2. A Master's degree or MBA is a plus.
  3. 6+ (AVP) / 8+ (VP) years of work experience in business integration, technology implementation projects.

About iCapital

iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With over $194 billion in global client assets invested in 1,605 funds, as of July 2024, iCapital has established itself as a trusted partner in the financial industry.

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