• Leverage a consultative sales process to acquire new relationships, expand existing client relationships, and service existing clients. • Educate advisors on the merits of structured investments as part of client portfolios. • Continue to self-educate and be able to discuss our 200+ monthly offerings. • Work in close partnership with home offices and issuer partners on new offerings. • Analyze regional and product sales trends within participating broker-dealer firms and among individual Financial Advisors. • Onboard new clients to iCapital’s best-in-class network to support business growth. • Utilize contact management system to capture information and schedule follow up activities.

• Support essential finance functions: support long range planning efforts and annual revenue model for the business • Inform strategic initiatives and business planning: Analyze revenue, expense, and operations metrics for signals and insights. Provide guidance and recommendations to leadership based on findings • Improve forecasting accuracy: Build complex financial models to help analyze and forecast current business and new business opportunities • Add clarity to the business: Build dashboards and reports to share with key stakeholders and leadership. Develop analyses to be reported to senior leadership • Tackle hard problems: Get in the weeds to improve business operations and processes. Serve as a leader in maturing our business practices. Partner with internal teams to improve financial reporting and operations. Support communication between Finance and key business partners • Add value: As an integral member of this small but critical team you will need to serve as a business leader from day one. Your contributions will materially impact the success of our quickly growing business

• Support financial management of sponsored research programs, ensuring accuracy, timeliness, and compliance • Prepare and analyze general ledger entries, account reconciliations, and budget-to-actual reports • Assist with award setup in financial systems by coordinating documentation and collaborating with SPA • Manage invoicing and accounts receivable (A/R) to ensure accurate billing and timely collections • Develop and format financial reports and dashboards for internal leadership review • Contribute to bi-monthly deficit reporting and support leadership decision-making • Process journal entries, budget adjustments, and activity closeouts in alignment with sponsor timelines • Maintain knowledge of sponsor regulations and institutional policies to minimize compliance risk • Provide guidance and training to staff on financial reporting and systems

• Reporting to the Senior Director of Research Operations, you will oversee critical aspects of sponsored program financial management, including complex reporting, audit readiness, compliance oversight, and system optimization. • You will serve as a trusted partner to Finance, Sponsored Programs Administration (SPA), and research leadership—while also mentoring junior analysts and championing continuous improvement initiatives. • Lead the preparation and review of complex financial reports, reconciliations, and analyses for sponsored programs. • Oversee financial activity management for BMC and PVLSI, including coordination of year-end audit documentation. • Ensure compliance with federal, state, and sponsor regulations, proactively monitoring and applying updates to workflows. • Serve as a subject matter expert in Lawson Grants Management, maintaining system integrity, troubleshooting issues, and driving enhancements. • Manage invoicing, cash draws, and accounts receivable, ensuring timely billing and collection. • Prepare, review, and submit journal entries, budget adjustments, and financial corrections. • Partner with Accounting, SPA, and internal teams to ensure timely activity setup, maintenance, and closeout. • Identify and lead process improvement initiatives to enhance efficiency, scalability, and reporting accuracy. • Provide mentorship, guidance, and training to Research Financial Analysts (I & II), fostering a culture of accountability and development. • Support and lead change management initiatives to improve financial operations and consistency.