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Client Delivery Advocate - Analyst
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$60,000 a year
Full-time
- Our financial technology platform has transformed how advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
- iCapital has been named to the Forbes Fintech 50 for seven consecutive years (2018-2023); a three-time selection by Forbes to its list of Best Startup Employers (2021-2023); and a three-time winner of MMI/Barron's Solutions Provider award (See link below).
- Analyze private equity and hedge fund statements for input into system.
- Develop and strengthen client relationships via client on-boarding, client account setup and training and day-to-day support and issue management.
- Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
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