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Financial Solutions Specialist

2 weeks ago

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

iCapital transforms the alternative investment landscape with innovative financial technology. Our platform enables advisors, wealth management firms, asset managers, and banks to evaluate and recommend tailored public and private market strategies for high-net-worth clients. With a significant presence in the global market, we service over $184 billion in client assets across 1,471 funds.

iCapital has consistently demonstrated leadership in fintech, being recognized by Forbes as one of the top fintech companies for seven consecutive years. Our dedication to delivering exceptional client experiences drives our commitment to innovation.

About the Role

iCapital is seeking an experienced Client Delivery Specialist Associate to join our Data Solutions team in Hong Kong. This role will involve setting up and maintaining financial software applications, resolving client issues, working on special projects, and supporting ad-hoc tasks associated with driving business growth.

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
  • Work collaboratively to prioritize individual and communal work to ensure project completion on time and to detailed specifications.
  • Establish operational effectiveness through policy development, procedure adoption, and control implementation.
Requirements
  • 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 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:
    • 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, investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and is 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 competitive salary, annual performance bonus, and equity for all full-time employees; healthcare with 100% employer-paid health insurance; and generous paid time off (PTO).

We believe collaboration leads to innovation. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

For additional information on iCapital Network, please visithttps://www.icapitalnetwork.com/about-usTwitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc