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Client Delivery Specialist - Associate

Client Delivery Specialist Associate role at iCapital in Salt Lake City.
iCapital
Remote
Hybrid
On-Site
United States
Undisclosed salary
Job Description
iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. The role focuses on ensuring a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business-critical processes from portfolio management system conversions to performance reconciliation.This role involves:
  • Leading data conversion projects, including ETL processes.
  • Integrating historical financial data by converting complex data files.
  • Providing support for automated data feeds and troubleshooting issues.
  • Responding to ad-hoc data requests from client-facing teams.
Requirements include:
  • Bachelor's degree in finance, computer science, or a related field.
  • 2-5+ years in the financial industry with financial product support experience.
  • Expertise with Addepar and familiarity with other portfolio management systems.
  • Strong background working with financial custodial data.
  • Advanced proficiency in Excel and text file manipulation.
  • Experience with Python, SQL, or Power Automate is a plus.
  • Understanding of Salesforce, Monday.com, Jira, and GitLab.
iCapital offers:
  • Equity for all full-time employees.
  • Annual performance bonus.
  • Comprehensive benefits package including healthcare, dental, vision, and retirement plan.
  • Unlimited paid time off (PTO).
Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
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iCapital

iCapital is a financial technology company that operates an alternative investment marketplace. Its platform facilitates access to public and private market strategies for advisors, wealth management firms, asset managers, and banks, serving the high-net-worth client segment. The company offers services for a substantial volume of client assets invested across numerous funds. iCapital's platform aims to transform the evaluation and recommendation process for bespoke investment options.

All Jobs at iCapital (93)