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iCapital

Client Delivery Specialist, Automation - Associate

iCapital · Stamford, Connecticut, United States

Posted about a month ago · $75,000 to $85,000

or apply directly on iCapital's site. We never take the application ourselves.

Is this posting real?

This role has been open
30 days
iCapital's roles stay open a median of 45 days
Reposted
No
Salary listed
Yes
76% of iCapital's roles list one
Ghost-job risk at iCapital
low
0 stale, 5 reposted of 213 open
Hiring momentum
272 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-09-17

Measured from postings appearing on and disappearing from iCapital's own greenhouse board since 2026-08-03. Full hiring picture for iCapital.

About this role

The Client Delivery Specialist Associate will be part of the Automation team within the Data Solutions department at iCapital, focusing on ensuring the accuracy and integrity of financial data for clients. Daily responsibilities include leading data conversion projects, integrating historical financial data, supporting automated data feeds, and responding to ad-hoc data requests from client-facing teams. This role involves working with cutting-edge technology to streamline client onboarding and reporting processes.

Our read on this posting4.2out of 5
benefits
4/5
freshness
4/5
career value
4/5
role clarity
4/5
pay transparency
5/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of iCapital as an employer.

What you need

  • 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 with a proven track record of financial product support and technical proficiency
  • 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
  • Experience with at least one of the following: Python, SQL, Power Automate or other large data set software

Nice to have

  • Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP
  • Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation

What you get

  • Base salary of $75,000 to $85,000
  • Compensation package includes salary, equity for all full-time employees, and an annual performance bonus
  • Comprehensive benefits package including employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Worth weighing

  • No specific mention of career advancement opportunities or professional development programs
  • The role requires a strong understanding of automated data processing systems, which may imply a focus on legacy systems
  • The position involves significant interaction with clients, which may require strong interpersonal skills

Summarised from iCapital's posting. Read the full original.

Listed by iCapital on their greenhouse job board, last confirmed open on 2026-09-17. PitchMeAI is not the employer.

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