Hiring: Client Delivery Specialist - Assistant Vice President Company: iCapital Location: Stamford, CT Job Posted Time: 2026-09-10 11:42:02 Employment Type: Full-time Target Skills & Keywords : Equities, HTML, Microsoft Excel, Microsoft PowerPoint, Portfolio Management, Wealth Management About the job Experience: •7+ years of experience in a related field Required Skills: •This role combines finance, technology, and client delivery. The successful candidate will possess strong analytical and problem-solving skills, a deep understanding of wealth management technologies and reporting, and the ability to influence outcomes across teams while maintaining a client-first mindset. •Analyze and explain portfolio performance results. •Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects •Analysis of private equity and hedge fund statements for input into system •Interface directly with clients and partners to resolve data issue •Client account setup and training •Day-to-day support and issue management •New financial account and asset set-up and classification Qualifications: •Bachelor's degree from a rigorous undergraduate program •Excellent customer relation skills and able to foster and maintain effective relationships •In-depth knowledge of financial instruments •Proactively assess and act upon client and company needs •Organized and self-motivated with the ability to prioritize tasks and meet deadlines •Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities •Able to learn new software quickly •Strong MS Excel & PowerPoint skills •Basic knowledge of database concepts, and any type of programming Compensation: •$90,000 - $120,000 / year •Flexible work environment (work from home / hybrid options) •Competitive benefits and rewards package •ICapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!