Client Delivery Specialist - Associate

iCapital(27 days ago)

HybridFull TimeMedior$75,000 - $85,000Data Solutions

About this role

The Client Delivery Specialist Associate on the Data Solutions team at iCapital supports the firm's financial software environment and client-facing delivery processes. The role sits at the intersection of finance and technology, contributing to system setup, client onboarding, and data management while collaborating across teams on projects and operational improvements. It emphasizes client relationship support, accuracy, and adaptability in a fast-growing company.

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Required Skills

Financial Reporting
Data Aggregation
Performance Analysis
Account Reconciliation
Statement Analysis
Client Support
Client Onboarding
System Configuration
Data Feeds
Custom Reporting

+14 more

Qualifications

Bachelor's Degree

About iCapital

icapital.com

iCapital is a financial technology and distribution platform that powers access to alternative investments—private equity, hedge funds, structured products and annuities—for financial advisors, wealth managers and asset managers. The company combines a marketplace, technology infrastructure and operational services to help advisors incorporate alternatives at scale and help asset managers open new channels of distribution. iCapital also provides due diligence, reporting and compliance support to streamline onboarding, transactions and ongoing portfolio administration.