iCapital
Client Delivery Specialist, Automation - Analyst / Associate
iCapital, Stamford, Connecticut, United States, 06925
Client Delivery Specialist, Automation - Analyst / Associate
Join to apply for the
Client Delivery Specialist, Automation - Analyst / Associate
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iCapital Client Delivery Specialist, Automation - Analyst / Associate
1 day ago Be among the first 25 applicants Join to apply for the
Client Delivery Specialist, Automation - Analyst / Associate
role at
iCapital About The Role
iCapital is seeking a Client Delivery Specialist Analyst or Associate to join the Automation team within the Data Solutions department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation. About The Role
iCapital is seeking a Client Delivery Specialist Analyst or Associate to join the Automation team within the Data Solutions department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.
This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This individual will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.
Responsibilities
Facilitate data conversion projects by extracting, transforming, and loading (ETL) data between portfolio management systems. Understand source system requirements and map potentially unstructured data to new system standards. Operate data feed processes and ensure a smooth and timely conversion of data. Verify project requirements, test assumptions, and document final procedures. Independently pilot new automation products approaching deployment in their life cycle, facilitating the process to their end goal during these periods and providing feedback to the team on necessary changes. Provide operational support to product users in the form of user training, debugging errors, and routing enhancement requests.
Qualifications
0-2 years (Analyst) and 2-5 years (Associate) in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge Familiar with Addepar and other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, and Tamarac Strong background working with financial custodial data and exposure to supporting alternative financial instruments is a plus Advanced proficiency in Excel and text file manipulation, familiar with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus Experience extracting and transforming data, preferably with Python, SQL, or Power Automate History of working with APIs and File Transfer Protocols to extract and load data Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance Comfort working with a cross-regional team Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed
Benefits
The base salary range for this role is $65,000 - 75,000 for the Analyst level and $75,000 - 90,000 for the Associate level. 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Engineering and Information Technology Industries Financial Services and IT Services and IT Consulting Referrals increase your chances of interviewing at iCapital by 2x Sign in to set job alerts for “Automation Analyst” roles.
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Join to apply for the
Client Delivery Specialist, Automation - Analyst / Associate
role at
iCapital Client Delivery Specialist, Automation - Analyst / Associate
1 day ago Be among the first 25 applicants Join to apply for the
Client Delivery Specialist, Automation - Analyst / Associate
role at
iCapital About The Role
iCapital is seeking a Client Delivery Specialist Analyst or Associate to join the Automation team within the Data Solutions department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation. About The Role
iCapital is seeking a Client Delivery Specialist Analyst or Associate to join the Automation team within the Data Solutions department. This role will ensure a seamless flow of financial data for iCapital’s clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.
This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This individual will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.
Responsibilities
Facilitate data conversion projects by extracting, transforming, and loading (ETL) data between portfolio management systems. Understand source system requirements and map potentially unstructured data to new system standards. Operate data feed processes and ensure a smooth and timely conversion of data. Verify project requirements, test assumptions, and document final procedures. Independently pilot new automation products approaching deployment in their life cycle, facilitating the process to their end goal during these periods and providing feedback to the team on necessary changes. Provide operational support to product users in the form of user training, debugging errors, and routing enhancement requests.
Qualifications
0-2 years (Analyst) and 2-5 years (Associate) in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge Familiar with Addepar and other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, and Tamarac Strong background working with financial custodial data and exposure to supporting alternative financial instruments is a plus Advanced proficiency in Excel and text file manipulation, familiar with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus Experience extracting and transforming data, preferably with Python, SQL, or Power Automate History of working with APIs and File Transfer Protocols to extract and load data Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance Comfort working with a cross-regional team Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed
Benefits
The base salary range for this role is $65,000 - 75,000 for the Analyst level and $75,000 - 90,000 for the Associate level. 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).
We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics. Seniority level
Seniority level Entry level Employment type
Employment type Full-time Job function
Job function Engineering and Information Technology Industries Financial Services and IT Services and IT Consulting Referrals increase your chances of interviewing at iCapital by 2x Sign in to set job alerts for “Automation Analyst” roles.
White Plains, NY $87,800.00-$153,700.00 2 weeks ago Business Analyst With Workers Compensation Claims - Hybrid
Stamford, CT $90,000.00-$100,000.00 1 week ago Englewood Cliffs, NJ $38.00-$43.00 1 day ago Hawthorne, NY $88,500.00-$98,000.00 1 week ago Business Analyst – Software Applications (EHR Focus)
Stamford, CT $73,200.00-$117,200.00 6 days ago Englewood Cliffs, NJ $37.00-$39.00 1 day ago Stamford, CT $110,000.00-$130,000.00 3 days ago Stamford, CT $73,200.00-$117,200.00 2 weeks ago Sustainment Engineer - Technical Business Analyst
Identity and Access Management IAM Business Analyst
Business Intelligence (BI) Analyst, Bureau of Human Resources and Labor Relations
Stamford, CT $126,300.00-$268,800.00 1 week ago Business Professional - Business Analyst
Englewood Cliffs, NJ $28.42-$40.60 12 hours ago Stratford, CT $90,000.00-$135,000.00 2 months ago Danbury, CT $90,000.00-$135,000.00 2 months ago Melville, NY $84,715.20-$160,272.00 3 months ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr