About the Role

iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This 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.
• Perform analysis of private equity and hedge fund statements for input into the system
• Work with clients and partners to resolve data issues.
• Develop and strengthen client relationships:
• Help manage client onboarding, client account setup and training and day-to-day support and issue management.
• Software maintenance and setup:
• Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
• Assist in data feed management.
• Create custom reports based on client-specific needs.
• Liaise with the vendor partners for enhancements, and system and data issues.
• Work as part of a 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 and adoption of policies, procedures, and controls.
• Assess and act upon client and company needs proactively.

Qualifications

• 3-5 years of experience in a related field
• Bachelor's degree from an undergraduate program
• Excellent customer service skills and the ability to foster and maintain effective relationships
• Strong understanding of financial instruments
• Experience with RIA/Wealth management policies, procedures, and client service 
• Experience working with wirehouses or custodians
• 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:
• Able to learn new software quickly
• Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms
• Experience with planning tools such as eMoney, MoneyGuidePro, or similar software
• Strong MS Excel and PowerPoint skills
• Basic knowledge of database concepts, and any type of programming
• Working knowledge of Photoshop, HTML design, and/or similar tools
• Knowledge of various financial products and indices, particularly:
• Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
• Alternative investments
• Performance reporting calculations and methodologies
• Portfolio management and rebalancing
• How Family Offices, RIAs, and investment advisors work
• Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
• Collaborative and able to thrive in a team environment while working independently
• Able to learn quickly and adapt to an expanding environment

Benefits

The base salary range for this role is $75,000 to $85,000.  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.

For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us  Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

Compass seeks a Marketing Coordinator to join the MA Marketing Team that shapes all of our agents’ marketing and branding projects, from concepts and development through implementation and tracking. At Compass our agents are our brand and vice versa. When their marketing excels then our company does. This team provides vital account services and strategy to our agents to help their marketing efforts be the best they can be.

You will work collaboratively with the best in-house marketing, agent experience, & creative team. You will collaborate with talented teammates who draw on experiences from many different industries. You will work with key external and partnered vendors to execute a wide variety of initiatives and help ensure cohesion between the Compass brand and the marketing/advertising deliverables of our agents.

Please note: this role is 100% in-office in the Darien, CT office.

At Compass You Will:

• Create and manage systems that drive efficiencies across team communications and processes
• Provide outstanding client service to make agent marketing efforts less time consuming and more effective as their ‘accountability partner’
• Work with the Compass’s design team to coordinate the delivery of custom design projects and all associated materials
• Monitor the ongoing efforts of the agents’ marketing initiatives and analyze the actual results from projects to determine their effectiveness - helping inform future marketing activities for that agent/agent team
• Develop marketing plans that allow agents to maximize the effectiveness of their budgets against tactics that will provide the greatest return for their business
• Includes activations in multiple channels including branding, advertising in print, digital, social media, photography and video, direct mail, and more
• Work with the agents to drive the adoption and usage of Compass’s platform and product tools through internal marketing, communications, and trainings
• Research and design within our tech platform regional social media assets and weekly + monthly emails for our agents to utilize and promote (examples: highlighting local happenings and market reports).

Experience We Are Looking For:

• 1-3 years of marketing experience
• Skilled communicator with exceptional interpersonal skills and ability to build and manage relationships
• Meticulous attention to detail
• Savvy with social media and Instagram specifically
• Strong working knowledge of Adobe Creative Cloud, including InDesign, Illustrator, and Photoshop (not required, but helpful)
• Adept project manager; impeccable time management and prioritization skills
• Ability to work independently as well as collaboratively in a team environment
• Experience working in a client or account service environment a big plus
• Experience working in real estate marketing, and/or at a luxury brand a big plus
• Proficient in the suite of office tools from Apple, Google and Microsoft

Compensation: The base pay range for this position is $25.00 - $28.00/hr; however, base pay offered may vary depending on job-related knowledge, skills, and experience. Bonuses and restricted stock units may be provided as part of the compensation package, in addition to a full range of benefits.