Marketing Operations - Analyst / Associate

iCapital is seeking a highly organized, systems-oriented Marketing Operations Analyst or Associate to support execution excellence across the Marketing organization. This role will manage day-to-day operations including budget tracking, project management, reporting, and strategic planning support to ensure the marketing team runs efficiently and effectively.

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• Conduct regular audits to identify stale boards, outdated tasks, workflow gaps, flagging issues and implementing fixes to keep the system clean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