Full-Time

Reference Data Manager

Firms, Vice President

Posted on 6/4/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Compensation Overview

$145k - $180kAnnually

+ Equity + Bonus

Mid

Greenwich, CT, USA

Requirements
  • Strong verbal, written, and interpersonal communication skills
  • An extreme level of attention to detail
  • Able to recognize, document, and communicate at various levels
  • Operate in a team environment and have regular interactions with Business, Operations, and Product
  • Self-discipline, motivation, and the ability to work effectively in a team environment
  • Familiar with Form ADV, Broker Check and IAPD
  • 3+ years of experience in the financial industry is preferred
  • Knowledge of alternative investments product is preferred
  • Comfortable using Microsoft Office software is preferred
Responsibilities
  • Support our company’s onboarding process to ensure high quality standards are met and maintained
  • Ensure the quality and integrity of the data on the system are maintained
  • Execute quality assurance reviews
  • Work on special projects as requested

iCapital powers the alternative investment marketplace with its class-defining technology and powerful analytical tools, offering end-to-end enterprise solutions and an innovative operating system. The company's secure platform automates and streamlines the complex process of private market investing, providing unrivaled access, technology, and education to incorporate alternative assets into core portfolio strategies for financial advisors, wealth managers, and asset managers worldwide.

Company Stage

Series C

Total Funding

$717.3M

Headquarters

New York, New York

Founded

2013

Growth & Insights
Headcount

6 month growth

20%

1 year growth

26%

2 year growth

90%

Benefits

COmprehensive benefits package - Salary, Equity, Annual Performance Bonus, Employer Matched Retirement Plan

Generally Subsidized Healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling

Unlimited PTO

Parental Leave