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Client Delivery Specialist - Associate / Assistant Vice President
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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).
- iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team.
- Financial Reporting and Data Aggregation tools:Analyze and explain portfolio performance resultsConduct account level reconciliation, including research and resolution of all breaks, cancels, and correctsPerform analysis of private equity and hedge fund statements for input into the systemWork with clients and partners to resolve data issues
- Develop and strengthen client relationships:Client onboardingClient account setup and trainingDay-to-day support and issue management
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