Financial Data Analyst

2 weeks ago


Jacksonville, Florida, United States iCapital Full time
Job Title: Client Delivery Advocate

About the Role:

iCapital is seeking a highly skilled Client Delivery Advocate to join our team. As a key member of our operations team, you will be responsible for delivering exceptional client service and ensuring the smooth execution of financial data management tasks.

Responsibilities:

  • Manage financial data aggregation and reporting tools to provide accurate and timely portfolio performance results.
  • Analyze and explain complex financial data to clients and stakeholders.
  • Conduct account-level reconciliation, including research and resolution of discrepancies.
  • Consolidate data from multiple sources and custodians to ensure accuracy and completeness.
  • Provide exceptional client service and support to resolve data issues and concerns.
  • Develop and maintain strong relationships with clients and partners to drive business growth.
  • Collaborate with the team to prioritize tasks and ensure project delivery on time and to specification.
  • Establish operational effectiveness through the development and adoption of policies, procedures, and controls.

Qualifications:

  • Bachelor's degree in finance, computer science, statistics, mathematics, data science, or a related field.
  • Excellent customer relations skills and ability to foster effective relationships.
  • Proactive and self-motivated with strong problem-solving skills and attention to detail.
  • Comfortable with technology and software tools, with strong MS Excel and PowerPoint skills.
  • Knowledge of liquid investments, performance reporting calculations, and portfolio management methodologies.

Benefits:

iCapital offers a competitive compensation package, including salary, equity, and an annual performance bonus. Employees also receive a comprehensive benefits package, including an employer-matched retirement plan, generous healthcare benefits, and unlimited paid time off.


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