Portfolio Data Coordinator

5 days ago


Salt Lake, Utah, United States iCapital Full time
About iCapital

iCapital is powering the world's alternative investment marketplace. 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.

We have been named to the Forbes Fintech 50 for seven consecutive years (2018-2024) and offer a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare, parental leave, and unlimited paid time off.

Job Description

This Client Delivery Advocate Analyst will work closely with the Data Solutions team to deliver high-quality results and build strong client relationships. Key responsibilities include setting up and maintaining financial reporting and data aggregation tools, analyzing portfolio performance results, and conducting account level reconciliation.

The ideal candidate will have a strong understanding of finance and technology, excellent analytical and problem-solving skills, and the ability to work in a fast-paced environment. If you are a motivated and detail-oriented professional looking for a challenging role, we encourage you to apply.



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