Hiring: Client Delivery Specialist, Automation - Associate Company: iCapital Location: Stamford, CT Job Posted Time: 2026-09-10 12:58:56 Employment Type: Full-time Target Skills & Keywords : CFA, CFP, ETL, GitLab, Jira, Microsoft Excel, Monday.com, Portfolio Management, Python, SQL, Salesforce About the job Experience: •5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge Required Skills: •This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting. •Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems. •Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling. •Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system. •Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information. Qualifications: •Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field •2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge •Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac •Strong background working with financial custodial data and proficiency supporting alternative financial instruments •Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus •Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance •Understanding of Salesforce, Monday.com, Jira, and GitLab •Comfort working with a geographically dispersed team •Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed •Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus 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!