layiq
/la·yiq/adjective
worthy; deserving; fitting; suitable.
A role, opportunity, or path that merits attention, time, and pursuit.
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Job opportunity
Client Delivery Advocate - Analyst
iCapital
Salt Lake City, Utah, United States
Source: iCapital careers · View original posting
- Pay
- $62,000 — $70,000 USD per year
Employer job description
From iCapital's posting. “We” and “our” refer to the employer.
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.
- Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.