Data and Reporting Specialist - Associate

iCapital • Greenwich, CT

34d • $80,000 - $100,000 • Hybrid

About The Position

iCapital is looking to hire an Associate Data and Reporting specialist on the Business Solutions team. The ideal candidate will support both the Alternative Distribution team and Structured Investment Distribution team with data and reporting to help drive sales. This role will call for expertise in managing large data sets and data manipulation as well as experience with Excel, Salesforce and CRM data.

Requirements

• 2-5 years of relevant work experience
• Strong Excel skills, with experience using large data sets and automation with formulas and macros
• Experience and in-depth knowledge of Salesforce
• Strong attention to detail and able to multi-task under tight deadlines
• Able to maintain a high level of productivity and manage multiple competing priorities

Responsibilities

• Produce and maintain sales reports and dashboards in Salesforce and in Excel for the Sales and Management teams.
• Maintain the accuracy and completeness of the CRM data to support sales and marketing initiatives.
• Create ad-hoc reporting for clients, senior management, and collaborate on drawing insights to support sales opportunities and goals.
• Work closely with the Alternative Investments Sales team and Sales Management team to provide business insights and track key metrics.

Benefits

• The base salary range for this role is $80,000 to $100,000. 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).
• Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 1,001-5,000 employees