Client Delivery Advocate Analyst - Remote

Overview

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team in Hong Kong. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis.

In Short

• Work in a dynamic, performance-driven environment.
• Handle financial reporting and data aggregation tools.
• Analyze portfolio performance results.
• Conduct account level reconciliation.
• Consolidate data from multiple sources.
• Provide accurate and timely statements.
• Develop client relationships through onboarding and support.
• Maintain software applications and system setup.
• Work collaboratively to complete projects on time.
• Fluency in Chinese (Mandarin & Cantonese) and English required.

Requirements

• Bachelor's degree in finance, computer science, or related field.
• Excellent customer relations skills.
• Ability to prioritize tasks and meet deadlines.
• Strong 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

• Competitive salary and annual performance bonus.
• Equity for all full-time employees.
• 100% employer-paid health and dental insurance.
• Generous paid time off (PTO).
• Flexibility to work remotely on Fridays.