Financial Applications Lead

7 days ago

Stamford, Connecticut, United States iCapital Full time
About the Job

We are seeking an experienced Client Delivery Team Lead to join our Data Solutions team. This role will be responsible for setting up and maintaining financial software applications, assisting clients with issues, working on special projects, and helping with ad-hoc tasks.

Key Responsibilities
  • Financial Reporting and Data Aggregation tools:
    • Analyze and explain portfolio performance results
    • Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects
    • Perform analysis of private equity and hedge fund statements for input into the system
    • Work with clients and partners to resolve data issues
  • Develop and strengthen client relationships:
    • Client onboarding
    • Client account setup and training
    • Day-to-day support and issue management
  • Software maintenance and setup:
    • System setup and configuration
    • New client setup
    • New financial account and asset set-up and classification
    • Data feed management
    • Create custom reports based on client-specific needs
    • Liaise with the vendor partners for enhancements, and system and data issues
  • Lead a team in prioritizing individual and communal work to ensure all projects are completed on time and to detailed specifications.
  • Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
Requirements
  • 7+ years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the ability to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience managing a team
  • Experience with RIA/Wealth management policies, procedures, and client service
  • Experience working with wirehouses or custodians
  • Proactively assess and act upon client and company needs
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools, and applications:
    • Able to learn new software quickly
    • Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
    • Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
    • Strong MS Excel and PowerPoint skills
    • Basic knowledge of database concepts, and any type of programming
    • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
    • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
    • Alternative investments
    • Performance reporting calculations and methodologies
    • Portfolio management and rebalancing
    • How Family Offices, RIAs, investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and is able to summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment

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