Client Delivery Advocate - Analyst

As a Client Delivery Advocate - Analyst at iCapital, your primary responsibilities include financial reporting and data aggregation, analyzing portfolio performance, conducting account reconciliation, and consolidating data from various sources. You'll troubleshoot any data issues that arise and develop strong client relationships through comprehensive onboarding and day-to-day support.

To be eligible for the Client Delivery Advocate - Analyst position at iCapital, candidates should hold a Bachelor's degree in finance, computer science, data science, or a similar field. Strong analytical skills, fluency in Mandarin and Cantonese, and a deep understanding of liquid investments are also vital to success in this role.

In the Client Delivery Advocate - Analyst role at iCapital, a significant part of your contribution will involve guiding clients through the onboarding process, ensuring they are set up correctly in the system and providing training to navigate our platform. Your goal will be to ensure a seamless experience that fosters trust and collaboration.

Essential skills for the Client Delivery Advocate - Analyst position at iCapital include excellent customer relations abilities, strong analytical and problem-solving skills, proficiency with software tools and MS Excel, as well as strong attention to detail. Being well-organized and self-motivated to meet deadlines will also be crucial.

iCapital fosters a dynamic, fast-paced work environment for the Client Delivery Advocate - Analyst, emphasizing collaboration and innovation. The team works in the office Monday through Thursday, with the flexibility to work remotely on Fridays, supporting a balanced work-life approach.

To answer this question effectively, share specific examples of your past experiences with financial reporting. Discuss the tools you utilized for data analysis and how your work improved accuracy or performance in your previous roles.

Demonstrate your methodical approach to prioritization by discussing techniques like using a task management tool or listing priorities based on urgency and importance. Provide an example of a time you successfully met a tight deadline.

Highlight your interpersonal skills by discussing strategies like active listening, regular check-ins, and personalized support. Use a past experience where your relationship-building efforts resulted in positive outcomes for the client.

When discussing a challenging data issue, outline the problem, your analytical approach to diagnosing it, and the steps you took to resolve it. Be sure to illustrate any tools or methods you used and the successful outcome.

In answering this question, relate any relevant coursework, internships, or professional experiences where you've worked with alternative investments like private equity or hedge funds. Explain how your knowledge can benefit your role at iCapital.

Illustrate your openness to feedback by sharing a specific example of a time you received constructive criticism. Discuss how you applied that feedback to improve your work and strengthen team dynamics.

List the financial software and tools you are proficient in and provide examples of how you have used them effectively in past roles. Emphasize your ability to quickly learn new tools as needed.

Select a specific training experience where you effectively conveyed complex information. Describe your approach and the positive feedback or outcomes that resulted from your training efforts.

Discuss techniques you employ to ensure data accuracy, such as double-checking entries, using validation methods, and maintaining an organized system. Provide an example of a successful project where accuracy was critical.

Share your knowledge of iCapital's mission and values, and why they resonate with you personally. Discuss how your skills align with the company's needs and your excitement about contributing to their innovative platform.