iCapital
Client Delivery Advocate - Analyst
Stamford, Connecticut, United States · Full-time
Sponsorship not specified$65k-$70kDetected 1 day ago
HTMLData ScienceStatisticsPhotoshopFinancial AnalysisExcelResearchCollaborationProblem SolvingMicrosoft OfficeFinancial Reporting
About the role
- iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team.
- The role is a mix of finance and technology.
Responsibilities
- Work with clients and partners to resolve data issues.
- Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.
- Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification.
- This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
- Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
Requirements
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
- Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
- Devotion to collaboration and ability to thrive in a team environment while working independently
- 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.
- Excellent customer relations skills
- Foster and maintain effective relationships
- Proactively assess and act upon client and company needs
- Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
- Comfortable with technology, software tools and applications and able to learn new software quickly
- Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
- Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors 'work
- Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
- Benefits
- The base salary range for this role is $65,000 to $70,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).
Compensation
- The base salary range for this role is $65,000 to $70,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
Benefits
- The base salary range for this role is $65,000 to $70,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus.
Company info
- We believe the best ideas and innovation happen when we are together.
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This listing is sourced directly from iCapital's careers page and normalized into a canonical job model.