iCapital is seeking a highly organized, systems-oriented Marketing Operations Analyst or Associate to support execution excellence across the Marketing organization. This role is the operational backbone of a high-performing Marketing team, responsible for day-to-day execution across budget operations, project management, reporting, and strategic planning.
Responsibilities
- Manage vendor onboarding, purchase orders and invoices and ensure every vendor payment is accurately coded, properly approved, and processed on time
- Maintain a live marketing budget tracker reflecting actuals versus plan across all spend categories and support monthly reconciliation
- Assist with the annual marketing budget planning process
- Maintain the team's day-to-day project management tool, keeping boards current, status fields accurate, and naming conventions consistent so the system is always a reliable source
- Conduct regular audits to identify stale boards, outdated tasks, workflow gaps, flagging issues and implementing fixes to keep the system clean
- Manage the campaign intake and prioritization framework
- Partner with the Marketing Analytics team to assemble and distribute monthly marketing analytics reports
- Support quarterly OKR and KPI data consolidation and the annual strategic planning process
- Assist with internal communications and team engagement initiatives, coordinating logistics, drafting content, and managing distribution for team-wide updates
Skills
- 1-5+ years of experience in marketing operations, project coordination, business operations, or a related field
- Hands-on experience with project management platform tools (i.e. Workfront, Monday.com, Asana)
- Demonstrated ability with boards, managed workflows, and holding others accountable to keeping systems updated
- Experience supporting budget tracking, invoice processing, or procurement workflows
- Comfortable owning a tracker and reconciling numbers regularly
- Strong organizational and time-management skills with the ability to manage multiple workstreams simultaneously
- Strong written and verbal communication skills, with the ability to distill complex information into clear, concise formats for leadership audiences
- Proficiency in Microsoft Office, particularly PowerPoint and Excel
- Experience with procurement and requisition platforms
- Experience building SOPs, process documentation, or training guides
- Familiar with OKR frameworks, KPI tracking, or corporate planning cycles
- Comfort creating polished, executive-ready presentation materials for senior leadership audiences
Benefits
- Equity for all full-time employees
- Annual performance bonus
- Employer matched retirement plan
- Generously subsidized healthcare with 100% employer paid dental
- Vision
- Telemedicine
- Virtual mental health counseling
- Parental leave
- Unlimited paid time off (PTO)
Company Overview
iCapital streamlines financial operations for alternative investments, structured products, and annuities. It was founded in 2013, and is headquartered in New York, New York, USA, with a workforce of 1001-5000 employees. Its website is https://icapital.com.