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Platform Support - Analyst

Open 63d posting dated 3 days ago

About the Role

iCapital is looking to hire an Analyst to join its Platform Support team. The team provides service and technical support to its rapidly growing client base of financial advisors and individual investors, as part of the company’s mission to create a best-in-class user experience. Candidates should have a strong client orientation and technical skillset, with an interest in working in a fast-paced, collaborative, and entrepreneurial environment. This position will be responsible for researching, collaborating, and solving technical issues as it relates to iCapital’s integrated platform. The ideal candidate will thrive in a multi-disciplinary team environment across multiple locations, working in a fast-paced and entrepreneurial setting.

Responsibilities

  • Respond in a timely manner to inbound client service requests, focusing on Structured Investments offerings, with the opportunity to learn about other asset classes.
  • Engage in the initial triage of support requests by either resolve or escalate to the appropriate secondary Support team.
  • Maintain an accurate recording of troubleshooting steps and document knowledgebase articles in the CRM.
  • Communicate with Client Sales teams on new technical issues and explaining resolutions.
  • Utilize a variety of technical tools for troubleshooting for API, database, and data retrieval.
  • Help the support team streamline processes or develop new methods for issue tracking.
  • Take initiative on assigned support requests and collaborating with engineers from multiple teams to solve problems.
  • Educate internal departments regarding the best practices to resolve technical issues.
  • Participate in event driven initiatives related to the rollout of new system capabilities and functionality.
  • Synthesize customer feedback and collaborate with other departments to optimize the user experience.
  • Create documentation for new product solutions and enhancements to existing technology, as well as producing resources to enable staff to determine technical issues.
  • Assist in quality control efforts related to bi-weekly platform enhancement releases

Qualifications

  • Bachelor’s degree in computer science, information technology, business administration or a related field
  • 1-3 years of experience in technical support
  • Strong technical background, with experience in troubleshooting and resolving technical issues
  • Excellent communication skills, with the ability to communicate with technical and non-technical stakeholders
  • Strong problem-solving skills, with the ability to think creatively and strategically
  • Able to work in a fast-paced, dynamic environment
  • Excellent time management skills and ability to prioritize tasks
  • Proven ability to multi-task and work both independently and as a team player
  • Experience working with APIs and databases, with a strong understanding of how to utilize them to resolve technical issues
  • Experience working with cloud-based technologies, such as AWS or Azure, is a plus
  • Knowledge of security protocols and best practices for securing data and systems is a plus
  • Technical experience and comfortable working with spreadsheets, business intelligence tools, and an understanding of databases
  • Attention to detail with the ability to analyze and research systems to rectify issues and provide solutions
  • Familiar with alternative investments and financial technology is strongly preferred

Benefits

The base salary range for this role is $60,000 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.

For additional information on iCapital, please visit Twitter: @icapitalnetwork | LinkedIn: | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/

iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

What this application asks

greenhouse

First Name, Last Name, Email, Phone, Resume/CV, Cover Letter, Location

  • Preferred First Name
  • What is your full legal name?
  • Are you legally eligible to work in the country where this role is located? choose one
  • Do you currently require any type of visa sponsorship for employment? choose one
  • Do you require any type of visa sponsorship for employment in the future (i.e. student visa transfer to H1B, etc)? choose one
  • What is your desired base salary expectation? Please specify the amount and currency.
  • What is your desired total annual compensation when considering an equity award? Please specify the amount and currency.
  • How did you hear about this job? choose one
  • If "Employee Referral" was selected for "How did you hear about this job?" please type the full name of the referring employee. If not, please type in "N/A".
  • iCapital is an office-first culture, as such all employees are required to work in the office Monday-Thursday, with the flexibility to work remotely on Friday, depending on the department. Please review the job description before applying, to identify the specified location/s for the role. choose any
  • Are you subject to any form of Garden Leave or a Non-Compete Agreement? If yes, please provide detail below.
  • What is your LinkedIn profile URL? If applicable, please share the link.
  • What is your personal website or online portfolio? If applicable, please share the link.
  • What is your desired bonus expectation? Please specify the amount and currency.
  • What forms of deferred compensation do you currently have (e.g., unpaid or deferred bonus, equity, or other long‑term incentive plans)? Please provide as much detail as possible. If no form of deferred compensation exists, please input N/A for this question. written answer

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