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Financial Solutions Associate

2 weeks ago

Hong Kong, Central and Western District, Hong Kong SAR China iCapital Full time

iCapital is a leading financial technology platform that powers the world's alternative investment marketplace. Our innovative solutions have transformed the way advisors, wealth management firms, asset managers, and banks evaluate and recommend bespoke public and private market strategies for their high-net-worth clients. With approximately $184 billion in global client assets invested in 1,471 funds, we are committed to delivering exceptional service and support to our clients.

As a Client Delivery Specialist Associate on our Data Solutions team in Hong Kong, you will play a critical role in setting up and maintaining our financial software applications, assisting clients with issues, working on special projects, and providing ad-hoc support associated with building an innovative company. This role combines finance and technology expertise, requiring a unique blend of skills and knowledge.

Key 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
    • Client onboarding
    • Client account setup and training
    • Day-to-day support and issue management
  • Software maintenance and setup
    • System setup and configuration
    • New client setup
    • New financial account and asset set-up and classification
    • Data feed management
    • Create custom reports based on client-specific needs
    • Liaise with vendor partners for enhancements, system, and data issues
  • 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.

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
  • Proactively assess and act upon client and company needs
  • 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
  • Knowledge of various financial products and indices
  • Critical thinker, possessing strong problem-solving skills and able to 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
  • Fluency in Chinese (both Mandarin & Cantonese) and English required

Benefits:

iCapital offers a comprehensive benefits package that includes a total compensation program consisting of competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health and dental insurance; and generous 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.