# Client Delivery Specialist, Automation - Associate

**Company**: iCapital
**Location**: Stamford, Connecticut
**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/8720515002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_b2b18259-c74

## Description

iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital's clients and internal teams.

Responsibilities:

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

- Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.

- Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports.

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

Qualifications:

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

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

- Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac.

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

- Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus.

- Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data.

- Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance.

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

- Comfort working with a geographically dispersed team.

- Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed.

- Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus.

Benefits: The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

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## Skills

### Required
- Addepar
- Advyzon
- APX
- Axys
- Black Diamond
- Orion
- Ridgeline
- Tamarac
- Excel
- JSON
- XML
- Python
- SQL
- Power Automate
- Salesforce
- Monday.com
- Jira
- GitLab

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

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Source: [Apply at job-boards.greenhouse.io](https://job-boards.greenhouse.io/icapitalnetwork/jobs/8720515002?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)