Remote-Ready Client Delivery & Data Solutions Analyst

Socket.dev; Stamford (CT); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Salary plus equity

Annual performance bonus

Employer matched retirement plan

Healthcare subsidies

Dental coverage

Vision coverage

Telemedicine

Mental health counseling

Parental leave

Unlimited PTO

Job summary

iCapital seeks a Client Delivery Advocate Analyst to join the Data Solutions team in Stamford, CT. The role blends finance and technology, involving setting up and maintaining software applications, assisting clients with issues, and supporting onboarding and day-to-day operations in a fast-paced environment.

You will analyze portfolio data, reconcile accounts, and generate reports while building strong client relationships and ensuring accuracy and timeliness in deliverables.

Qualifications

• Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field.
• Strong MS Excel and PowerPoint; basic knowledge of database concepts; some programming and Photoshop/HTML familiarity.
• Excellent customer relations skills; ability to assess and respond to client and company needs proactively.

Responsibilities

• Set up and maintain software applications for clients.
• Analyze portfolio performance results and explain findings.
• Reconcile accounts and resolve breaks, cancels, and corrections.
• Consolidate data from multiple sources and custodians.
• Generate reports and assist with client onboarding and training.
• Develop client relationships through day-to-day support and issue management.
• Maintain system setup and data configurations for new client setups.

Skills

Financial analysis

Customer relations

Organizational skills

Attention to detail

Problem solving

Team collaboration

Time management

Education

Bachelor's degree in finance or related field

Tools

MS Excel

PowerPoint

HTML design

Photoshop

Database basics

Programming basics

Job description

iCapital seeks a Client Delivery Advocate Analyst to join the Data Solutions team in Stamford, CT. The role blends finance and technology, involving setting up and maintaining software applications, assisting clients with issues, and supporting onboarding and day-to-day operations in a fast-paced environment.

You will analyze portfolio data, reconcile accounts, and generate reports while building strong client relationships and ensuring accuracy and timeliness in deliverables.