# Client Delivery Specialist, Automation - Associate

**Company**: iCapital
**Location**: Salt Lake City, Utah
**Work arrangement**: hybrid
**Job type**: full-time
**Salary**: $75,000 to $85,000
**Category**: Finance
**Industry**: Finance

**Apply**: https://job-boards.greenhouse.io/icapitalnetwork/jobs/8699794002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_6c85a445-784

## Description

iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role ensures a seamless flow of financial data for iCapital's clients and internal teams, supporting business-critical processes such as portfolio management system conversions and performance reconciliation.

Responsibilities:

- Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems.

- Integrate historical financial data by converting complex and unstructured data files into structured formats.

- Provide support for automated data feeds, troubleshoot issues, and ensure seamless transformation of daily financial transactions.

- Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.

Qualifications:

- Bachelor's degree in finance, computer science, statistics, mathematics, data science, or a similar field.

- 2-5+ years in the financial industry with a proven track record of financial product support, technical proficiency, and solid accounting knowledge.

- Expertise with Addepar and familiarity with other portfolio management systems.

- Strong background working with financial custodial data and proficiency supporting alternative financial instruments.

- Advanced proficiency in Excel and text file manipulation, with familiarity with JSON, XML, and unstructured-to-structured transformation.

- Experience with Python, SQL, Power Automate, or other large data set software.

- Demonstrated history of automating data-related processes.

- Understanding of Salesforce, Monday.com, Jira, and GitLab.

- Strong interpersonal verbal and written communication skills.

Benefits:

- Base salary: $75,000 to $85,000.

- Compensation package includes salary, equity, and annual performance bonus.

- Comprehensive benefits package with employer-matched retirement plan, subsidized healthcare, parental leave, and unlimited paid time off (PTO).

- Work in the office Monday-Thursday, with flexibility to work remotely on Friday.

For more fresh new jobs, check out [yubhub.co](https://yubhub.co/).

## Skills

### Required
- Addepar
- Excel
- Python
- SQL
- Power Automate
- JSON
- XML
- Salesforce
- Monday.com
- Jira
- GitLab

### Nice to have
- MS/MBA
- CFA
- CAIA
- CFP

---

Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8699794002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)