Full-Time

Jr. Client Delivery Advocate

Analyst

Posted on 5/22/2024

iCapital Network

iCapital Network

1,001-5,000 employees

Automation platform for alternative investments

Financial Services

Entry

Jacksonville, FL, USA

Requirements
  • 0-2 years Data entry experience
  • Comfortable with technology, software tools and applications
  • Well-organized and self-motivated
  • Highly attentive to detail and accuracy
  • Familiar with handling confidential data
  • Familiar with financial services helpful is preferred
  • Associate degree in finance, business administration, or accounting is preferred
Responsibilities
  • Organize, sort, and enter data from financial statements
  • Assist with data feed management
  • Liaise with team lead on system and data issues

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

21%

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