Full-Time

Client Delivery Advocate

Analyst

Posted on 5/21/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Junior

Salt Lake City, UT, USA

Required Skills
Data Science
Requirements
  • Bachelor's degree in finance, computer science, statistics, mathematics, data science, or similar field
  • Excellent customer relations skills
  • Strong problem-solving skills
  • Knowledge of liquid investments and performance reporting calculations
  • Ability to prioritize tasks and meet deadlines
  • Comfortable with technology and software tools
  • Critical thinker with the ability to summarize information clearly
  • Devotion to collaboration and ability to work independently
Responsibilities
  • Analyze and explain portfolio performance results
  • Conduct account level reconciliation
  • Consolidate data from multiple sources
  • Generate reports as needed
  • Develop and strengthen client relationships
  • Maintain software maintenance and system setup
  • Work with the team to prioritize work
  • Establish operational effectiveness through policies and procedures

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

INACTIVE