Client Delivery Advocate - Analyst

Stamfordonsitemid$65K – $70K

via Greenhouse

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About this role

About the Role iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology. Responsibilities Financial Reporting and Data Aggregation tools. Analyze and explain portfolio performance results.…

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Level fit

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Domain experience

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Recency

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Location fit

This role is based in Stamford. We weight your proximity and willingness to relocate.

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