Financial Data Analyst
2 weeks ago
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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