{"id":453488,"url":"https://alion.io/job/icapital-client-delivery-advocate-analyst","title":"Client Delivery Advocate - Analyst","company":{"id":174521,"name":"iCapital","domain":"icapital.com","url":"https://alion.io/company/icapital","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":82,"open_postings":40,"ghost_share":0,"stale_share":0.525,"repost_share":0,"time_to_fill_p50_days":69,"computed_at":"2026-10-19T05:45:15Z"}},"role":"Analytics","role_family":"Analytics","seniority":null,"employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Salt Lake City, United States","Stamford, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":62000,"max":70000,"currency":"USD","period":"year","gross":null,"usd_annual":70000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Adobe Photoshop","optional":false},{"name":"Microsoft Excel","optional":false}],"status":"live","first_seen_at":"2026-07-24T14:28:00Z","employer_posted_date":"2026-09-30","last_verified_at":"2026-10-19T06:05:57Z","board_verified":true,"closed_at":null,"days_open":86,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":86},"description":"About the Role\n 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.\nResponsibilities\nFinancial Reporting and Data Aggregation tools.\nAnalyze and explain portfolio performance results.\nConduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.\nAnalyze private equity and hedge fund statements for input into system.\nConsolidate data from multiple sources and custodians.\nProvide accurate and timely statements and data entry.\nGenerate reports as needed.\nWork with clients and partners to resolve data issues.\nDevelop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.\nMaintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.\nWork with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.\nEstablish operational effectiveness through the development, adoption of policies, procedures, and controls.\nQualifications\nBachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field\nExcellent customer relations skills\nFoster and maintain effective relationships\nProactively assess and act upon client and company needs\nWell-organized and self-motivated with the ability to prioritize tasks and meet deadlines\nHighly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities\nComfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools\nKnowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work\nCritical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally\nDevotion to collaboration and ability to thrive in a team environment while working independently\nBenefits\nThe compensation range for this role is $62,000 to $70,000 annually. This position is paid on an hourly basis and is classified as non-exempt. Employees in this role are eligible for overtime pay in accordance with applicable law. iCapital offers a compensation package that includes equity for all full-time employees and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer-matched retirement plan, generously subsidized healthcare with 100% employer-paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and paid time off (PTO).\nWe believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.\nFor additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/\niCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.","description_format":"text","description_chars":4449,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Equity","Parental leave","Retirement plans"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Software & Embedded Finance","Life Insurance & Annuities"],"lifecycle":[{"event":"open","at":"2026-09-06T09:09:34Z"}],"visa":[],"liveness":{"score":17,"band":"cold","label":"Long shot","p_open":1,"p_active":0.387,"p_room":0.44,"age_days":86,"expected_fill_days":69,"reasons":["conf:3","stale_co","velocity","win:tail","crowd:brand"],"computed_at":"2026-10-19T05:45:15Z"},"pay":{"stated_usd_annual":70000,"is_top_pay":false},"html_url":"https://alion.io/job/icapital-client-delivery-advocate-analyst","json_url":"https://alion.io/job/icapital-client-delivery-advocate-analyst.json","meta":{"generated_at":"2026-10-19T06:52:30Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":4363,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-20T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":174521},"rest":"https://alion.io/mcp/rest/get_company?id=174521"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Ficapital-client-delivery-advocate-analyst"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Ficapital-client-delivery-advocate-analyst"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Ficapital-client-delivery-advocate-analyst"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/icapital-client-delivery-advocate-analyst\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Ficapital-client-delivery-advocate-analyst"}]}