Hiring: Client Delivery Specialist - Associate Company: iCapital Location: Stamford, CT Job Posted Time: 2026-09-10 11:42:01 Employment Type: Full-time Target Skills & Keywords : Equities, HTML, Microsoft Excel, Microsoft PowerPoint, Portfolio Management, Wealth Management About the job Experience: •3-5 years of experience in a related field •5 years of experience in a related field Required Skills: •Analyze and explain portfolio performance results. •Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. •Perform analysis of private equity and hedge fund statements for input into the system •Interface directly with clients and partners to resolve data issues. •Help manage client onboarding, client account setup and training and day-to-day support and issue management. •Perform system setup and configuration, new client setup, new financial account and asset set-up and classification. •Assist in data feed management. •Create custom reports based on client-specific needs. Qualifications: •Bachelor's degree from an undergraduate program •Excellent customer service skills and the ability to foster and maintain effective relationships •In-depth knowledge of financial instruments •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 and PowerPoint skills •Basic knowledge of database concepts, and any type of programming •Solid functional working knowledge of Photoshop, HTML design, and/or similar tools Compensation: •$75,000 - $85,000 / 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!