Strategic Transformation, Data Support - Associate
About the Role iCapital is seeking a detail-oriented and technically capable Analyst or Associate to join Strategic Transformation team. This individual will own root-cause investigations of production data issues, contribute to ETL pipeline development, and act as the primary liaison between Fund Finance operations and engineering. This role will help define requirements, drive data quality initiatives, and build the tooling and dashboards that give stakeholders real-time visibility into exceptions and resolution status. The Strategic Transformation Data team is an embedded data function within Fund Finance at iCapital. This team partners directly with Fund Operations, Technology, and Product teams to resolve data quality issues, build ETL pipelines, and deliver automation tooling that enables the business to scale. The team sits at the intersection of data engineering, business analysis, and operational transformation. 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. Build an in-depth understanding of end-to-end organizational data flows and their downstream impact on Fund Finance business processes. 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 man...