Client Delivery Advocate - Analyst - Remote

Overview

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team, working in a dynamic environment to deliver high-quality financial technology solutions.

In Short

• Join the Data Solutions team at iCapital.
• Work in a fast-paced, performance-driven environment.
• Assist clients with financial reporting and data aggregation.
• Analyze portfolio performance results.
• Conduct account level reconciliation.
• Develop and strengthen client relationships.
• Maintain software applications and systems.
• Generate reports and resolve data issues.
• Collaborate with team members to complete projects.
• Focus on operational effectiveness and policy development.

Requirements

• Bachelor's degree in finance, computer science, or related field.
• Excellent customer relations skills.
• Proactive approach to client and company needs.
• Strong organizational and self-motivational skills.
• Attention to detail and accuracy.
• Comfortable with technology and software tools.
• Knowledge of liquid investments and performance reporting.
• Strong problem-solving and critical thinking skills.
• Ability to work collaboratively and independently.

Benefits

• Collaborative work environment.
• Flexibility to work remotely one day a week.
• Access to innovative financial technology solutions.
• Opportunities for professional development.
• Engagement in a performance-driven culture.