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Cover Letter & Resume
Overview
Exp. required: Mid-Level (3-5 yrs)
Salary Range: 55k -60k USD
MS Excel
PowerPoint
database concepts
programming
Job Description
- Analyze and explain portfolio performance results
- Conduct account level reconciliation
- Consolidate data from multiple sources
- Provide accurate and timely statements and data entry
- Develop and strengthen client relationships
- Work with clients and partners to resolve data issues
- Establish operational effectiveness through policies and procedures
Job Requirements
- Bachelor's degree in finance, computer science, statistics, mathematics, or similar
- Excellent customer relations skills
- Comfortable with technology and software tools
- Knowledge of liquid investments and performance reporting calculations
- Strong problem-solving and critical thinking skills
Benefits
- Base salary range $55,000 to $60,000
- Equity for all full-time employees
- Annual performance bonus
- Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine
- Parental leave
- Unlimited paid time off (PTO)
Company Description: iCapital Network is a fintech platform for alternative investments and investors.
Founder: Dan Vene
Year Founded: 2013
Headquarter: New York, NY
Ownership: Privately Held
Number of Employees: 1,001-5,000 employees
Investment Raised: Not Found
Global Ranking: 27231
Email: contact@icapital.com
Industry
Financial Services
Specialties
HNW Fundraising Platform
Alternative Investments
Private Equity and Hedge Funds
Private Investor Network
Private Access Vehicles
Custom Fund Solutions
Private Credit