iCapital · 5 hours ago
Platform Technology Support- Analyst
iCapital is looking to hire an Analyst to join its Platform Technology Support team, which provides technical support to financial advisors and individual investors. This role involves responding to client support requests, troubleshooting technical issues, and collaborating with various teams to enhance user experience.
Asset ManagementBankingFinancial ServicesFinTech
Responsibilities
Respond in a timely manner to client inbound support requests and maintain updates during troubleshooting
Engage in the initial triage of support requests and 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
Qualification
Required
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
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
Preferred
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
Familiar with alternative investments and financial technology is strongly preferred
Benefits
Equity for all full-time employees
Annual performance bonus
Employer matched retirement plan
Generously subsidized healthcare with 100% employer paid dental
Vision
Telemedicine
Virtual mental health counseling
Parental leave
Unlimited paid time off (PTO)
Company
iCapital
Innovating at the intersection of technology and investment opportunity, iCapital streamlines the integration of alternative investment strategies into client portfolios.
H1B Sponsorship
iCapital has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2022 (6)
2021 (10)
2020 (7)
Funding
Current Stage
Late StageTotal Funding
$1.55BKey Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Recent News
2025-12-18
Company data provided by crunchbase