Description
iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This role involves working in a dynamic, performance-driven environment to deliver high-quality products on a time-sensitive basis.
Responsibilities:
- Set up and maintain software applications
- Assist clients with issues and special projects
- Analyze and explain portfolio performance results
- Conduct account level reconciliation and resolve breaks
- Analyze private equity and hedge fund statements
- Consolidate data from multiple sources
- Provide accurate and timely statements and data entry
- Generate reports as needed
- Work with clients and partners to resolve data issues
- Develop and strengthen client relationships
- Maintain software maintenance, system setup and configuration
- Prioritize individual and communal work to meet project deadlines
- Establish operational effectiveness through policies, procedures, and controls
Qualifications:
- Bachelor's degree in finance, computer science, statistics, mathematics, data science, or a similar field
- Excellent customer relations skills
- Ability to foster and maintain effective relationships
- Proactive assessment and action on client and company needs
- Well-organized and self-motivated with attention to detail and accuracy
- Comfortable with technology, software tools, and applications
- Strong MS Excel and PowerPoint skills, basic knowledge of database concepts
- Knowledge of liquid investments, performance reporting calculations, and portfolio management
- Critical thinking and problem-solving skills
- Collaboration and ability to thrive in a team environment
The role offers flexible working arrangements, with 4 days in the office and 1 day remote work per week.