Client Delivery Advocate - Analyst

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Not verified
• Surrogacy assistance: Not verified

Mental health support

Not verified

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Not verified

Verification

Not verified

Salary

$65K-$70K From the posting source checked Jun 20, 2026

401(k) match

Not verified

Was this benefit information wrong? Tell us.

Market context

U.S. role benchmark (BLS OEWS)

$117,235 U.S. median for this role

Projected growth (BLS Employment Projections)

+2.6% - Average

42% below the BLS role benchmark for legal aggregate.

Matched to SOC 23-1011 - Legal aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Legal From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Equity

Offered From the posting source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Client Delivery Advocate - Analyst Stamford, Connecticut, United States 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

Read the full description at job-boards.greenhouse.io. FewerJobs shows a preview and links to the original posting.