Platform Technology Support - Analyst / Associate jobs in United States
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iCapital · 10 hours ago

Platform Technology Support - Analyst / Associate

iCapital is seeking a motivated and client focused Analyst or Associate to join the Platform Technology Support team. This role will support the onboarding, entitlement management, and day-to-day service operations of iCapital’s rapidly growing digital, integrated platform.

Asset ManagementBankingFinancial ServicesFinTech
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H1B Sponsor Likelynote

Responsibilities

Execute end-to-end technical and operational deliverables on recurring platform engagements, ensuring consistent, high-quality service
Manage daily workflows with a strong client first mindset while maintaining platform stability and user satisfaction
Partner closely with Product Managers, Relationship Managers, and Implementation teams to deliver a best-in-class platform experience
Ensure external user access aligns with client expectations and support onboarding to tailored white label platform solutions
Facilitate internal user entitlement management across iCapital’s suite of proprietary systems
Respond to technical inquiries from internal and external users via the ticketing system across iCapital’s digital ecosystem
Troubleshoot moderate to complex technical issues; escalate and collaborate with product specialists as needed for timely resolution
Document processes, recurring technical issues, and best practices to support new product solutions and operational improvements
Synthesize customer feedback and partner with cross functional teams to help enhance iCapital’s digital offerings
Participate in or lead customer demonstrations as new features or solutions are introduced
Maintain and update team documentation, including process guides and operational materials

Qualification

Client technical supportData operationsTechnical problem analysisData integrationsFinancial technology (FinTech)Communication skillsTime-management skillsTeam collaborationAttention to detail

Required

1-5+ years of experience in client technical support, data operations, or a programming environment within a fast‑paced or agile organization
Bachelor's degree is required
Strong communication skills and comfort interacting with external partners and internal business stakeholders
Able to prioritize effectively with excellent time‑management skills
Demonstrated ability to work independently as well as collaboratively within a team
Experience analyzing complex technical problems and translating them into clear, actionable steps
Strong attention to detail with the ability to research systems, identify issues, and recommend solutions

Preferred

Experience with data integrations is a plus
Familiar with alternative investments or financial technology (FinTech) is 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

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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 Stage
Total Funding
$1.55B
Key Investors
Bank of AmericaTemasek HoldingsPing An Global Voyager
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M

Leadership Team

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Dan Vene
Co-Founder and Managing Partner
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Nick Veronis
Managing Partner & Co-Founder
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Company data provided by crunchbase