Operations and Investment Product Management - Associate

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.

Benefits

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.

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