Client Delivery & Data Solutions Analyst - Remote Fridays

iCapital; Salt Lake City (UT); Hybrid; USD 62,000 - 70,000; Full time

Benefits offered by this job

Equity included

Annual bonus

Comprehensive benefits

Unlimited PTO

Hybrid schedule (Mon-Thu in office,Fri

Job summary

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team in Salt Lake City, Utah. The role blends finance and technology and involves setting up and maintaining software, assisting clients with issues, and supporting data-driven projects in a fast-paced environment.

You will analyze portfolio performance, reconcile accounts, and generate reports while building strong client relationships and ensuring timely, accurate data delivery.

Qualifications

• Bachelor’s degree in finance, CS, statistics, math, data science, or similar.
• Strong MS Excel and PowerPoint skills; basic database concepts.
• Experience with data analysis, reporting, and client onboarding.
• Excellent customer relations skills and ability to work in a fast-paced environment.
• Ability to learn new software quickly and collaborate in a team.

Responsibilities

• Set up and maintain software applications and data feeds.
• Analyze portfolio performance results and data reconciliation.
• Prepare accurate statements and respond to client data issues.
• Consolidate data from multiple sources and custodians.
• Develop client relationships through onboarding and training.
• Generate reports and support ad hoc client requests.
• Identify improvements and coordinate with vendor partners.

Skills

Customer relations

Team collaboration

Attention to detail

Problem-solving

Education

Bachelor’s degree in finance, computer science, statistics, mathematics, data science, or a similar field

Tools

MS Excel

PowerPoint

SQL basics

HTML design

Photoshop

Data visualization

Job description

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team in Salt Lake City, Utah. The role blends finance and technology and involves setting up and maintaining software, assisting clients with issues, and supporting data-driven projects in a fast-paced environment.

You will analyze portfolio performance, reconcile accounts, and generate reports while building strong client relationships and ensuring timely, accurate data delivery.