Automation Data Delivery Specialist

iCapital; Salt Lake City (UT); Hybrid; USD 75,000 - 85,000; Full time

Job summary

iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department in Salt Lake City, Utah. You will lead ETL data conversions, integrate historical financial data, support automated data feeds, and respond to client data requests to ensure accuracy and integrity of financial information.

The role involves working with cutting-edge technology, remote-friendly Friday option, and a compensation package including salary, equity, and annual

Qualifications

• Bachelor's degree in finance, CS, statistics, mathematics, data science or a similar field.
• 2-5+ years in the financial industry with a proven financial product support track record.
• Expertise with Addepar and familiarity with portfolio management systems (Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac).
• Strong background with custodial data and supporting alternative financial instruments.
• Advanced proficiency in Excel and text-file manipulation; familiarity with JSON, XML, and unstructured-to-structured transformation is a plus.
• Experience with Python, SQL, Power Automate or other large data-set software.
• Proven history of automating data-related processes and data integration, including log file creation and maintenance.
• Understanding of Salesforce, Monday.com, Jira, and GitLab.
• Comfort working with geographically dispersed teams; strong verbal and written communication with clients.
• MS/MBA, CFA, CAIA, or CFP is a plus.

Responsibilities

• Lead data conversion projects, including ETL between portfolio management systems and mapping data to new standards.
• Integrate historical financial data by converting complex files into structured formats for backfilling.
• Support automated data feeds; troubleshoot and ensure seamless transformation of daily transactions and positions.
• Respond to ad-hoc data requests from client-facing teams with timely and accurate information.

Skills

Data analysis

Attention to detail

Communication

Client support

Education

Bachelor's degree in finance, CS, stats, math, data science or similar

Tools

Python

SQL

Power Automate

Addepar

Advyzon

APX

Axys

Black Diamond

Orion

Ridgeline

Tamarac

Salesforce

Monday.com

Jira

GitLab

JSON

XML

Excel

Job description

iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department in Salt Lake City, Utah. You will lead ETL data conversions, integrate historical financial data, support automated data feeds, and respond to client data requests to ensure accuracy and integrity of financial information.

The role involves working with cutting-edge technology, remote-friendly Friday option, and a compensation package including salary, equity, and annual