Data Solutions, Integrations - Analyst

iCapital • Stamford, CT

12h • $65,000 - $70,000 • Hybrid

About The Position

iCapital is seeking a highly motivated Analyst to join the Data Solutions team supporting AltExchange, iCapital’s platform for alternative investment data aggregation and document collection. This role plays a critical part in enabling clients to access accurate, timely, and complete alternative investment data. This individual will support the design, monitoring, maintenance, and enhancement of RPA-based integrations built to capture transaction data, valuation data, and documents from third-party alternative investment reporting portals.

Requirements

• Bachelor’s degree in finance, business, economics, data analytics, or in a related field
• 1-3 years of experience in financial services, alternative investments, product operations, or data-focused roles
• Strong analytical skills and comfort working with data; Excel and SQL a plus
• Able to interpret financial statements, fund reports, and alternative investment terminology
• Experience running integrations with minimal downtime
• Excellent attention to detail and documentation skills
• Able to communicate effectively with both technical and non-technical stakeholders

Nice To Haves

• Experience working with or supporting RPA or automation integrations (i.e. UiPath, Automation Anywhere) is preferred
• Familiar with alternative investment platforms such as Juniper Square, eFront, FIS, Citco, SS&C, or sponsor portals is preferred
• Exposure to product development lifecycles, user stories, or requirement writing is preferred

Responsibilities

• Assist in defining detailed product requirements for new portal integrations and enhancements.
• Document data fields, workflows, login processes, and portal-specific nuances to support RPA development.
• Participate in the QA process to validate integration functionality, data accuracy, and document retrieval.
• Track integration performance, identify failures or data inconsistencies, and coordinate resolution with the RPA development team.
• Monitor changes to external fund administrator and asset manger portals, and flag required updates to maintain integration functionality.
• Contribute to release planning, execution and internal communication after integration changes or enhancements.
• Investigate data anomalies surfaced by internal teams or clients.
• Perform root cause analysis and propose fixes or enhancement requirements.
• Partner with the RPA Developers, Data Operations, and Client Delivery teams to ensure high standards of data completeness and delivery of alternative investment information.
• Develop strong expertise on the portal ecosystem and AltExchange integration flows.
• Identify portal changes proactively with updates delivered before client impact.

Benefits

• The base salary range for this role is $65,000 to $70,000.
• 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level