iCapital: A global fintech platform for alternative investment marketplace access.
3+ YOE3+ years experience in finance or wealth management, Bachelor's degree required, strong customer service, knowledge of financial instruments, experience with RIA/wealth management and custodians, Excel and PowerPoint proficiency, familiarity with wealth platforms and basic programming/database concepts.
Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, eMoney, MoneyGuidePro, Microsoft Excel, Microsoft PowerPoint, Photoshop, HTML
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOEBachelor's degree in a relevant quantitative or finance field; 2-5+ years in financial services; Addepar expertise; Excel, text-file, financial data, automation, and communication skills.
Addepar, Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac, Microsoft Excel, JSON, XML, Python, SQL, Power Automate, Salesforce, Monday.com, Jira, GitLab
Client Delivery Specialist, Automation Team - Associate
Salt Lake City, Utah, United States
$75k-$85k/yrHybridFull Time
iCapital: A global fintech platform for alternative investment marketplace access.
2+ YOEBachelor's degree in finance, computer science, statistics, mathematics, data science, or similar; 2–5+ years in financial services; Addepar expertise; Excel, data manipulation, and Python, SQL, or Power Automate experience.
Addepar, Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac, Microsoft Excel, JSON, XML, Python, SQL, Power Automate, Salesforce, Monday.com, Jira, GitLab