Client Delivery Advocate Analyst - Remote

Overview

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team, focusing on delivering high-quality financial technology services in a dynamic environment.

In Short

• Join the Data Solutions team at iCapital.
• Work in a fast-paced, 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.
• Establish operational effectiveness through policies and procedures.

Requirements

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

Benefits

• Competitive salary and equity for full-time employees.
• Annual performance bonus.
• Comprehensive benefits package including healthcare.
• Employer matched retirement plan.
• Unlimited paid time off (PTO).