iCapital · 19 hours ago
Data Solutions, Integrations - Analyst
Salt Lake City, Utah, United States
Full-time
Hybrid
Entry Level
$62K/yr - $70K/yr
1+ years expiCapital is seeking a highly motivated Analyst to join the Data Solutions team supporting AltExchange, their 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 by supporting the design, monitoring, maintenance, and enhancement of RPA-based integrations.
FinanceBankingFinTechAsset ManagementFinancial Services
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
Qualification
Required
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
Preferred
Experience working with or supporting RPA or automation integrations (i.e. UiPath, Automation Anywhere)
Familiar with alternative investment platforms such as Juniper Square, eFront, FIS, Citco, SS&C, or sponsor portals
Exposure to product development lifecycles, user stories, or requirement writing
Benefits
Equity for all full-time employees
Annual performance bonus
Comprehensive benefits package
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
iCapital is a fintech platform for alternative investments and investors.
1001-5000 employees
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
SurgoCap Partners,T. Rowe PriceBank of AmericaTemasek Holdings,WestCap
2025-07-10Private Equity· $820M
2022-06-23Corporate Round
2021-12-23Series Unknown· $50M
Leadership Team
Lawrence Calcano
Chairman & CEO
Dan Vene
Managing Partner & Co-Founder
Recent News
2026-02-09
Business Wire
2026-01-16
Business Wire
2026-01-15
Company data provided by crunchbase