Data Entry Specialist
6 days ago
About iCapital
iCapital is a financial technology platform transforming the alternative investment marketplace. Our innovative solutions enable advisors, wealth management firms, and banks to evaluate and recommend bespoke public and private market strategies for their high-net-worth clients.
With $184 billion in global client assets invested in 1,471 funds, iCapital has established itself as a leader in the industry. Our recognition includes seven consecutive years on the Forbes Fintech 50 list, three-time selection by Forbes as one of the Best Startup Employers, and three-time winner of MMI/Barron's Solutions Provider award.
About the Role
We seek detail-oriented students or graduate professionals to join our Data Solutions department in this entry-level part-time role. The ideal candidate will be comfortable working in a dynamic, performance-driven environment and committed to delivering high-quality results on time.
Responsibilities
- Downloading, organizing, and renaming files within our alternative investments database
- Document management and creation
- Creating and tracking LOAs (Letter of Authorization)
- Reconciling transaction level data in Excel
- Escalating system and data issues to the client-facing team and/or team lead
Requirements
- 0-2 years of data entry experience
- Familiarity with technology, software tools, and applications, including Excel
- Well-organized and self-motivated individual with high attention to detail and accuracy
- Familiarity with handling confidential data
Additional Information
This part-time position requires 29 hours per week. Onsite work will take place from 8:30am to 2:30pm or 11:30am to 5:30pm, with a competitive hourly rate of $20. We believe collaboration drives innovation and encourage employees to work together in the office five days a week.
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