Top 3 Delivery analyst Jobs in Stamford, Ct

Client Delivery Advocate - Analyst
iCapital —Stamford, CT
- $65,000 - $70,000 a year
- Full-time
- Computer Science
- Mid-level
- Office
- Dental insurance
- Paid time off
4d
Epic Credentialed Trainer-Project Delivery Senior Analyst
Deloitte —Stamford, CT
- $71,300 - $112,000 a year
- Full-time
- Hybrid work
- Computer science
- Computer Science
- Mid-level

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Epic Credentialed Trainer-Project Delivery Senior Analyst
Deloitte —Stamford, CT
We advise, design, implement, and deploy innovative and technology enabled solutions focused on "heart of the business" issues in specific sectors including…
$71,300 - $112,000 a year

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Client Delivery Advocate - Analyst

iCapital -
Stamford, CT

Apply Now

Job Details

Full-time
$65,000 - $70,000 a year
4 days ago

Benefits

Unlimited paid time off
Dental insurance
Paid time off
Parental leave
Vision insurance
Retirement plan

Qualifications

Bachelor's degree

Full Job Description

About the Role

iCapital is seeking a Client Delivery Advocate Analyst to join the Data Solutions team. This individual must be comfortable working in a dynamic, performance-driven, fast-paced environment, and is committed to delivering a high-quality, accurate product on a time-sensitive basis. Daily activities will be diverse, from setting up and maintaining software applications, to assisting clients with issues, special projects, sales calls, and helping with all the non-related tasks associated with building an innovative company. The role is a mix of finance and technology.

Responsibilities

Financial Reporting and Data Aggregation tools.
Analyze and explain portfolio performance results.
Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects.
Analyze private equity and hedge fund statements for input into system.
Consolidate data from multiple sources and custodians.
Provide accurate and timely statements and data entry.
Generate reports as needed.
Work with clients and partners to resolve data issues.
Develop and strengthen client relationships via client on-boarding, client account setup, training, day-to-day support and issue management.
Maintain software maintenance, system setup and configuration which includes new client setup, new financial account and asset set-up and classification. This assists in data feed management, creating custom reports based on client-specific needs, liaise with the vendor partners for enhancements, and system data issues.
Work with the team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
Establish operational effectiveness through the development, adoption of policies, procedures, and controls.

Qualifications

Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
Excellent customer relations skills
Foster and maintain effective relationships
Proactively assess and act upon client and company needs
Well-organized and self-motivated with the ability to prioritize tasks and meet deadlines
Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
Comfortable with technology, software tools and applications and able to learn new software quickly; Strong MS Excel and PowerPoint skills, basic knowledge of database concepts, and any type of programming and a working knowledge of Photoshop, HTML design, or similar tools
Knowledge of liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA, alternative investments, performance reporting calculations and methodologies, portfolio management and rebalancing, as well as how RIA investment advisors ’work
Critical thinker that possesses strong-problem-solving skills and can summarize information clearly and concisely, both written and verbally
Devotion to collaboration and ability to thrive in a team environment while working independently

Benefits

The base salary range for this role is $65,000 to $70,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

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delivery analyst jobs in stamford, ct

Client Delivery Advocate - Analyst

Epic Credentialed Trainer-Project Delivery Senior Analyst

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