PitchMeAI Jobs
iCapital

Client Delivery Advocate - Analyst

iCapital · Salt Lake City, Utah, United States

Posted about 3 months ago · $62,000 to $70,000

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

Is this posting real?

This role has been open
80 days
iCapital's roles stay open a median of 80 days
Reposted
No
Salary listed
Yes
76% of iCapital's roles list one
Ghost-job risk at iCapital
high
211 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
2026-10-22

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 Advocate Analyst role at iCapital involves a blend of finance and technology, focusing on delivering high-quality, accurate products in a fast-paced environment. Daily tasks include setting up and maintaining software applications, analyzing portfolio performance, conducting account reconciliations, and developing client relationships through onboarding and support. The position requires strong attention to detail and the ability to manage multiple priorities effectively.

Our read on this posting3.8out of 5
benefits
5/5
freshness
1/5
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
  • Excellent customer relations skills
  • Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy
  • Comfortable with technology, software tools and applications
  • Strong MS Excel and PowerPoint skills

Nice to have

  • Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
  • Understanding of alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing
  • Any type of programming knowledge
  • Working knowledge of Photoshop, HTML design, or similar tools

What you get

  • Compensation range of $62,000 to $70,000 annually
  • Paid on an hourly basis and classified as non-exempt
  • Eligible for overtime pay
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer-matched retirement plan

Worth weighing

  • Role involves a mix of finance and technology, which may require adaptation for candidates primarily experienced in one area
  • No specific mention of advanced programming or technical skills, which may limit opportunities for tech-focused candidates
  • Fast-paced environment may not suit everyone
  • Position is classified as non-exempt, indicating potential for overtime work

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

Listed by iCapital on their greenhouse job board, last confirmed open on 2026-10-22. PitchMeAI is not the employer.

More roles at iCapital

All 213 open roles at iCapital →