Project Coordinator - Associate
Summary
A Project Coordinator at iCapital manages many small software development projects and change requests end-to-end—planning, scheduling, tracking, reporting, and supporting client onboarding and implementations. The role emphasizes MS Office tools (Excel, SharePoint, PowerBI, Visio), cross-functional coordination, and 1-3 years of software project management experience.
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. iCapital offers a compensation package which includes salary, 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 unlimited 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.
Skills
As published by greenhouse · 15 questions · 1 written answer
Basics
First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location
Short answers (9)
- Preferred First Name
- What is your LinkedIn profile URL? If applicable, please share the link. optional
- What is your personal website or online portfolio? If applicable, please share the link. optional
- What is your full legal name?
- What is your desired base salary expectation? Please specify the amount and currency.
- What is your desired total annual compensation when considering an equity award? Please specify the amount and currency.
- If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A".
- Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below.
- What is your desired bonus expectation? Please specify the amount and currency.
Pick from a list (5)
- Are you legally eligible to work in the country where this role is located?
- How did you hear about this job?
- iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role.
- Do you currently require any type of visa sponsorship for employment?
- Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)?
Written answers (1)
- What forms of deferred compensation do you currently have (e.g., unpaid or deferred bonus, equity, or other long‑term incentive plans)? Please provide as much detail as possible. If no form of deferred compensation exists, please input N/A for this question.