Client Delivery Advocate (Analyst)

Join ICapital as a Client Delivery Advocate Analyst in the Data Solutions team. This role combines finance and technology, requiring strong analytical skills and attention to detail. Responsibilities include financial reporting, data aggregation, account reconciliation, and client support. The position offers a dynamic work environment, opportunities for professional growth, and a comprehensive benefits package.

• Assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company.
• Conducting account level reconciliation, including research and resolution of all breaks, cancels, and corrects, and analyzing private equity and hedge fund statements for input into the system.
• Developing and strengthening client relationships via client onboarding, client account setup, training, day-to-day support, and issue management.
• Excellent customer relations skills
• Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
• Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
• Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
• Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
• Proactively assess and act upon client and company needs
• Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
• Devotion to collaboration and ability to thrive in a team environment while working independently
• Foster and maintain effective relationships
• Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines