Client Delivery, Black Diamond, Team Lead - Assistant Vice President

Job description

About the Role iCapital is looking for a Client Delivery, Team Lead Assistant Vice President who specializes in Black Diamond. This role will oversee a team of client-facing reporting analysts and associates. This individual is responsible for coaching their team through complex client issues, overseeing special projects, and ensuring that team members can deliver high quality, best in class service to our clients on a consistent basis. The ideal candidate must be comfortable working in a dynamic, performance-driven, fast-paced environment. Our reporting teams have in-depth knowledge of wealth management products and technology applications, so understanding how to manage and develop talent in these areas will be critical. Responsibilities: - Lead a team and work with Senior Management to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications. Financial reporting and data aggregation tools: - Analyze and explain portfolio performance results. - Conduct account level reconciliation, including research and resolution of all breaks, cancels, and corrects. - Analyze private equity and hedge fund statements for input into syst...