Data Solutions, Integrations - Analyst
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About this role
About the Role
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.
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.
Qualifications
- 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
- 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
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.