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iCapital Verified
FinTech, Financial Services, Wealth Management

Project Coordinator - Analyst

RemoteRemoteFull TimeEntry-level (exp-based)$60,000–$75,000 /yrPosted 1 month agoVisa sponsorship available

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Required skills

  • project implementation
  • software development lifecycle
  • project tracking systems
  • project schedules
  • project timelines
  • deliverable tracking
  • project status reports
  • stakeholder communications
  • project documentation
  • client onboarding

Nice to have

  • Life Insurance
  • Annuities

Role summary

iCapital is seeking a Project Coordinator to manage internal and external client projects throughout the implementation and software development lifecycle. This role involves planning, design, execution, and delivery of multiple small projects and change requests. Responsibilities include staffing projects, maintaining tracking systems, managing schedules and deliverables, facilitating meetings, identifying risks, preparing reports, and ensuring client satisfaction. The ideal candidate has 1-3 years of experience in software development project management, strong MS Office skills, and excellent communication and problem-solving abilities. Experience with SaaS, Life Insurance, or Annuities is a plus.

About the Role

iCapital is looking to hire a Project Coordinator to support internal teams and external clients throughout the project implementation and software development lifecycle. This position is responsible for managing many smaller projects and change requests at all project stage such as planning, design, execution, and delivery.

Responsibilities

  • Staff projects appropriately to support successful delivery.
  • Maintain project tracking systems accurately and keep clients informed of progress.
  • Deliver projects on time and within budget.
  • Manage project schedules, timelines, and deliverable tracking tools.
  • Coordinate project meetings and ensure action items are completed on schedule.
  • Identify and escalate project risks, issues, and resource constraints.
  • Prepare and distribute project status reports and stakeholder communications.
  • Maintain accurate and complete project documentation throughout the project lifecycle.
  • Support client onboarding, implementation, and change request activities.
  • Facilitate cross-functional collaboration to achieve project objectives and maintain client satisfaction.

    • Qualifications

  • 1-3 years of software development project management experience
  • Strong knowledge of MS Office Products: Word, Excel, Outlook, PowerPoint, SharePoint, PowerBI, and Visio
  • Able to manage a large number of small projects
  • Able to negotiate priorities and resolve conflicts
  • Excellent verbal and written communication skills
  • Strong relationship management and customer service skills
  • Excellent problem solving and organizational skills
  • Strong multi-tasking skills
  • Experience with SaaS and software development projects
  • Experience with Life Insurance and/or Annuities is a nice to have

    • Benefits

    The base salary range for this role is $60,000 to $75,000. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO).

    We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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

    iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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