Automation Data Delivery Specialist - Associate

iCapital; Stamford (CT); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

Equity included

Annual bonus

Comprehensive benefits

Unlimited PTO

Job summary

iCapital, based in Stamford, CT, seeks a Client Delivery Specialist, Automation - Associate, to join the Data Solution team. The role ensures accurate financial data flow across client onboarding and reporting, handling ETL projects, data conversion, and automated feeds.

Strong technical and communication skills are essential. Responsibilities include leading ETL data conversions, integrating historical data, and supporting automated feeds while addressing client data needs.

Qualifications

• Bachelor's degree in a finance/CS/statistics/mathematics/data science or similar field.

Responsibilities

• Lead data conversion projects (ETL) across portfolio management systems.
• Integrate historical financial data and convert unstructured data into structured formats.
• Support automated data feeds and troubleshoot data processing systems.
• Respond to ad-hoc data requests from client-facing teams with timely, accurate information.

Skills

Excel proficiency

SQL

Python

Data analysis

Communication

Education

Bachelor's degree in finance / CS / statistics / math / data science

MS / MBA / CFA / CAIA / CFP a plus

Tools

Addepar

Advyzon

APX

Axys

Black Diamond

Orion

Ridgeline

Tamarac

Salesforce

Monday.com

Jira

GitLab

Job description

iCapital, based in Stamford, CT, seeks a Client Delivery Specialist, Automation - Associate, to join the Data Solution team. The role ensures accurate financial data flow across client onboarding and reporting, handling ETL projects, data conversion, and automated feeds.

Strong technical and communication skills are essential. Responsibilities include leading ETL data conversions, integrating historical data, and supporting automated feeds while addressing client data needs.