Data Solutions Specialist
4 weeks ago
About the Role
iCapital is seeking a detail-oriented and organized individual to join the Data Solutions team as a Sr. Data Processor Analyst.
This role involves working with our alternative investments database, downloading, organizing, and renaming files as needed. The ideal candidate will be comfortable working in a dynamic and fast-paced environment and committed to delivering high-quality and accurate results.
Responsibilities
- Work within our alternative investments database to download, organize, and rename files as needed.
- Document management, including creating, circulating, and tracking Letters of Authorization (LOA's).
- Create and reconcile transaction-level data in Excel.
- Email correspondence with Fund Managers.
- Reconcile fund portal access.
- Automate technology process validation.
- Escalate system and data issues to the client-facing team and/or the team lead.
Qualifications
- 0-2 years of data entry experience.
- Familiarity with technology, software tools, and applications (Excel).
- Well-organized and self-motivated.
- Highly attentive to detail and accuracy.
- Familiarity with handling confidential data.
- Familiarity with financial services (helpful but not required).
- Associate or bachelor's degree in a related field or relevant job experience.
Benefits
iCapital offers a competitive compensation package, including salary, equity for all full-time employees, and an annual performance bonus. Additionally, employees receive a comprehensive benefits package, including an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off (PTO).
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
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