Client Delivery Advocate Analyst - Remote

Overview

iCapital is powering the world’s alternative investment marketplace. Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. iCapital services approximately $209 billion in global client assets invested in 1,690 funds, as of November 2024.

In Short

• Join the Data Solutions team as a Client Delivery Advocate Analyst.
• Work in a dynamic, performance-driven environment.
• Handle financial reporting and data aggregation tools.
• Analyze portfolio performance results.
• Conduct account level reconciliation.
• Provide accurate and timely statements and data entry.
• Develop and strengthen client relationships.
• Maintain software applications and system setup.
• Collaborate with team members to complete projects on time.
• Establish operational effectiveness through policies and procedures.

Requirements

• Bachelor's degree in finance, computer science, or related field.
• Excellent customer relations skills.
• Proactive in assessing client and company needs.
• Well-organized and self-motivated.
• Attention to detail and accuracy.
• Comfortable with technology and software tools.
• Knowledge of liquid investments and performance reporting.
• Strong problem-solving skills.
• Ability to thrive in a team environment.

Benefits

• Base salary range of $65,000 - $70,000.
• Equity for all full-time employees.
• Annual performance bonus.
• Employer matched retirement plan.
• Generously subsidized healthcare.
• Unlimited paid time off (PTO).
• Flexibility to work remotely on Fridays.