CrawlJobs Logo

International Client Solutions Analyst

icapital.com Logo

iCapital Network

Location Icon

Location:
United States , New York

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

75000.00 - 85000.00 USD / Year

Job Description:

iCapital is looking to hire a Client Solutions Analyst to join the International Client Solutions team with a focus on Latin America (LATAM). This individual will contribute to the development of new and existing prospects and relationships to support the growth and execution of the LATAM business. The role will focus on maintaining and expanding relationships primarily with banks, independent broker dealers, family offices and small institutions across LATAM that are interested in expanding their exposure to alternative investments. This individual will also work extensively with partners in the region which include Unicorn Strategic Partners and Lynk Markets.

Job Responsibility:

  • Assist the lead coverage team and Unicorn with pitching and onboarding new businesses, including the preparation of Requests for Proposals (RPFs) and presentation of platform demonstrations
  • Work collaboratively with internal cross-functional teams and Unicorn to ensure new clients and advisors are properly trained to use the platform and are provided with adequate hands-on support during their first trades
  • Assist in development and rollout of Lynk ETNs as an alternative access point to alternative investments in the region
  • Respond suitably to inbound inquiries, vet opportunities
  • Develop presentations and analysis for internal and external meetings and projects
  • Build strong internal relationships within iCapital and work closely with other teams (Research and Fund Management, Product Development, Enterprise Integration Group, Marketing, Legal, Regulatory and Compliance, Technology, Operations, etc.) to achieve the best client outcomes and successful long-term client relationships
  • Communicate feedback from clients and prospects within the organization to improve delivery of solutions and the overall client experience and enhance competitiveness
  • Assist in the preparation of senior management and board reporting

Requirements:

  • 1-3+ years of experience in a business development or relationship management capacity
  • Fluent in Spanish is a requirement
  • Knowledge of the alternative investments industry and key stakeholders (Admins, Transfer Agents, and Custodians)
  • Adequate exposure to private markets and/or hedge fund asset classes and knowledge of private wealth distribution channels is highly preferred
  • Excellent verbal and written communication skills
  • Strategic mindset and able to work independently
  • Excellent project management skills, well organized and a highly collaborative strategic thinker
  • Excellent Microsoft Excel, Microsoft PowerPoint, and Salesforce skills
  • Demonstrated client service skills with stakeholders and clients

Nice to have:

International experience is preferred

What we offer:
  • Equity for all full-time employees
  • Annual performance bonus
  • Employer matched retirement plan
  • Generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling
  • Parental leave
  • Unlimited paid time off (PTO)

Additional Information:

Job Posted:
February 18, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for International Client Solutions Analyst

Client Solutions Analyst

This is an 18-month AddeGrad Program for a Client Solutions Analyst. The role in...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • BA/BS in Economics, Finance, Mathematics, Business Administration, Information Systems or a related field with graduation dates between Fall 2025 - Spring 2026
  • Exceptional organizational and interpersonal skills
  • Solution-oriented approach and a passion for problem-solving
  • Proven ability to research, design, and implement solutions for complex problems
  • Independent, adaptable, and can thrive in a fast-paced environment
  • Strong desire to gain further understanding of the global wealth management business
  • Effective communication and interpersonal skills (both written and verbal)
  • Strong work ethic, proactive and a highly contributing teammate
  • Strong analytical skills and ability to interpret
  • Right to work in the United Kingdom from the first day of employment (visa sponsorship not available)
Job Responsibility
Job Responsibility
  • Design and implement Addepar for new clients
  • Identify how Addepar can unlock significant value for clients’ businesses
  • Advise clients on how to model and examine their financial instruments and assets
  • Lead the design and oversight for new clients onboarding to the Addepar platform
  • Ensure solutions are compatible with other products and services within the Addepar ecosystem
  • Provide hands-on support to identify, respond to, and resolve issues and questions raised by clients
  • Work in complex data sets to identify and resolve data and calculation discrepancies
  • Collaborate with R&D teams to conduct root-cause analysis
  • Collaborate with Product and Account Management to manage and maintain client satisfaction
  • Help clients use Addepar to the greatest extent through functional and conceptual instruction
What we offer
What we offer
  • In-depth onboarding and enablement program
  • Strong corporate culture
  • Cool swag
  • Exposure to key functions of the Client Services team
  • In-depth knowledge of the Addepar platform
  • Ability to partner with key stakeholders across Go-To-Market and R&D teams
  • Prepared for career growth in other parts of the business upon completion
  • Fulltime
Read More
Arrow Right

Vice President, Finance Solutions Lead Analyst

Citi Finance is responsible for the firm’s financial management and related cont...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong background in Regulatory Reporting (ex, FR Y-9C, FFIEC 101, FFIEC -031), internal audit or public accounting, with demonstrated understanding of substantive testing procedures and internal controls
  • 5 -10+ years of relevant experience within financial services industry
  • Strong analytical and critical thinking skills with background in internal audit or public accounting
  • Knowledge of and experience in interpreting and explaining BASEL Capital Rule requirements
  • Strong audit instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Strong oral and written communication skills for presentation to management and external stakeholders
Job Responsibility
Job Responsibility
  • Leads development and implementation of audit-style testing protocols to ensure the transparency and appropriateness for data inputs, calculation logic & reporting outputs for in scope regulatory reports
  • Manages one or more processes, reports, procedures, or products, and considered analytical or procedural 'expert' representing a team on cross-function process or project deliverables
  • Resolve complex problems or transactions, by performing root cause analysis which will require review of Citi’s policies, guidelines, and processes
  • Supporting the team to 'tell the story' as to how and why Citi can take confidence in its RWA processes and outputs, and how those processes can improve over time
  • Delivering thought leadership and supporting the implementation of changes necessary to enhance Citi’s RWA production processes and satisfy evolving regulatory developments, including criticisms articulated in Consent Orders
  • Has the ability to operate with a limited level of direct supervision
  • Developing a strong working relationship with process owners across the organization in support of their individual responsibilities and in support of creating a holistic framework in which the firm executes its collective capital planning responsibilities
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Expanded Paid Parental Leave Policy
  • Access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses
  • Generous paid time off packages
  • Resources and tools to volunteer in the communities in which they live and work
  • Fulltime
Read More
Arrow Right

Vice President, Finance Solutions Lead Analyst

Citi Finance is responsible for the firm’s financial management and related cont...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong background in Regulatory Reporting (ex, FR Y-9C, FFIEC 101, FFIEC -031), internal audit or public accounting, with demonstrated understanding of substantive testing procedures and internal controls
  • 5 -10+ years of relevant experience within financial services industry
  • Strong analytical and critical thinking skills with background in internal audit or public accounting
  • Knowledge of and experience in interpreting and explaining BASEL Capital Rule requirements
  • Strong audit instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Strong oral and written communication skills for presentation to management and external stakeholders
Job Responsibility
Job Responsibility
  • Leads development and implementation of audit-style testing protocols to ensure the transparency and appropriateness for data inputs, calculation logic & reporting outputs for in scope regulatory reports
  • Manages one or more processes, reports, procedures, or products, and considered analytical or procedural 'expert' representing a team on cross-function process or project deliverables
  • Resolve complex problems or transactions, by performing root cause analysis which will require review of Citi’s policies, guidelines, and processes
  • Supporting the team to 'tell the story' as to how and why Citi can take confidence in its RWA processes and outputs, and how those processes can improve over time
  • Delivering thought leadership and supporting the implementation of changes necessary to enhance Citi’s RWA production processes and satisfy evolving regulatory developments, including criticisms articulated in Consent Orders
  • Has the ability to operate with a limited level of direct supervision
  • Developing a strong working relationship with process owners across the organization in support of their individual responsibilities and in support of creating a holistic framework in which the firm executes its collective capital planning responsibilities
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Expanded Paid Parental Leave Policy
  • Access to an array of learning and development resources
  • Generous paid time off packages
  • Resources and tools to volunteer in the communities in which they live and work
  • Fulltime
Read More
Arrow Right

Vice President, Finance Solutions Lead Analyst

Citi Finance is responsible for the firm’s financial management and related cont...
Location
Location
India , Mumbai
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Strong background in Regulatory Reporting (ex, FR Y-9C, FFIEC 101, FFIEC -031), internal audit or public accounting, with demonstrated understanding of substantive testing procedures and internal controls
  • 5 -10+ years of relevant experience within financial services industry
  • Strong analytical and critical thinking skills with background in internal audit or public accounting
  • Knowledge of and experience in interpreting and explaining BASEL Capital Rule requirements
  • Strong audit instincts and ability to apply independent judgment to historical business practices, with a proven ability and willingness to challenge the status quo
  • Experience and demonstrated ability to manage competing priorities in a complex and dynamic environment
  • Strong oral and written communication skills for presentation to management and external stakeholders
Job Responsibility
Job Responsibility
  • Leads development and implementation of audit-style testing protocols to ensure the transparency and appropriateness for data inputs, calculation logic & reporting outputs for in scope regulatory reports
  • Manages one or more processes, reports, procedures, or products, and considered analytical or procedural 'expert' representing a team on cross-function process or project deliverables
  • Resolve complex problems or transactions, by performing root cause analysis which will require review of Citi’s policies, guidelines, and processes
  • Supporting the team to 'tell the story' as to how and why Citi can take confidence in its RWA processes and outputs, and how those processes can improve over time
  • Delivering thought leadership and supporting the implementation of changes necessary to enhance Citi’s RWA production processes and satisfy evolving regulatory developments, including criticisms articulated in Consent Orders
  • Has the ability to operate with a limited level of direct supervision
  • Developing a strong working relationship with process owners across the organization in support of their individual responsibilities and in support of creating a holistic framework in which the firm executes its collective capital planning responsibilities
  • Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
What we offer
What we offer
  • Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more
  • Expanded Paid Parental Leave Policy
  • Access to an array of learning and development resources
  • Generous paid time off packages
  • Resources and tools to volunteer in the communities in which they live and work
  • Fulltime
Read More
Arrow Right

Client Onboarding Analyst

The Client Onboard Analyst 2 is a developing professional role. Applies specialt...
Location
Location
Mexico , Ciudad De Mexico
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 0-2 years of experience in Documentation review, Account Maintenance and related Cash products preferred
  • Demonstrated interpersonal skills
  • Pro-active team player but also able to work independently
  • Exceptional written and verbal communication skills
  • Highly motivated, persistent
  • Capable of working in a structured, high volume, time sensitive, high-risk environment
  • Capable of prioritizing and eager to learn multiple products
  • Fast learner, strong attention to detail
  • Willingness to go extra mile
  • Proficient in Microsoft Office Applications
Job Responsibility
Job Responsibility
  • Responsible for customer interaction, documentation issuance, review and system setups
  • Focuses on timely and accurate delivery of all account opening functions
  • Delivering superior customer service and resolution of customer issues
  • Performs day to day management of the account opening and maintenance processing
  • Responsible for various types of project management in the account services space
  • Managing cross-functional relationships with all teams
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
  • Establishes and maintains close working relationship with clients and within team
  • Embarks on continuous on the job training for end to end product knowledge
  • Fulltime
Read More
Arrow Right

Data Client Support Analyst

As part of the broader Addepar Go-To-Market organisation, the Data Client Suppor...
Location
Location
United Kingdom , Edinburgh
Salary
Salary:
Not provided
addepar.com Logo
Addepar
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree or previous relevant experience
  • Previous work experience in the financial investment/advisory industry with strong understanding of capital markets, portfolio accounting, and customer relationship management
  • Outstanding communication and interpersonal skills with excellent attention to detail
  • Track record of demonstrating self-motivation, strong team-player mentality, and passion for delivering client-centric outcomes
  • Proactive and diligent in documenting team processes and finding opportunities to optimise team workflow efficiencies
  • Familiarity with using MS Suite, Salesforce, Atlassian, SQL, Bloomberg, Thomson Reuters, or other common financial services systems and applications
Job Responsibility
Job Responsibility
  • Address client enquiries related to Addepar’s portfolio data feeds and on general data product functionalities within established SLAs
  • Manage and complete requests from internal Data teams that require client outreach and/or action to resolve data verification problems
  • Investigate client reported bugs and data processing exceptions, and triage with Engineering & Product when needed
  • Partner with Account Managers, Solutions Architects, and other members from GTM to drive alignment on data related issues and ensure positive outcomes for clients
  • Participate in multi-org projects to improve internal processes and in broad company initiatives to stand up new product functionality or services
What we offer
What we offer
  • Reasonable accommodation for individuals with disabilities
  • Commitment to equal opportunity and diversity
  • Global flexible workforce model
  • Fulltime
Read More
Arrow Right

Banking, International & Client Control Testing Automation Initiatives Lead, Senior Vice President

The Banking, International & Client Control Testing Automation Initiatives Lead ...
Location
Location
United Kingdom , Belfast
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Proven experience developing automated solutions and applications in financial services
  • Significant experience in one or more Banking, International or Client products and services
  • Strong risk and control awareness with a good understanding of Managers Control Assessment frameworks
  • Subject matter expert on data management and reporting
  • Advanced skills in MS Word, MS Excel, MS PowerPoint, and MS SharePoint
  • In-depth experience with tools such as JIRA, FDR, IBS, Eclipse, and Workflow Management tools preferred
  • Excellent people and relationship management skills with the ability to influence others and foster a sense of collaboration
  • Effective communication, written and presentation skills
  • Exemplary analytical and continuous improvement skills
  • Independent thinker and able to perform a credible challenge of businesses/functions
Job Responsibility
Job Responsibility
  • Supports the Services, Markets, Banking/ International & Client Controls Testing Utility by providing support on the design and implementation of automated control monitoring and testing tools
  • Serves as key subject matter expert on control testing automation initiatives
  • Leads the control testing automation pipeline management, being responsible for prioritizing initiatives, escalating any blocks and continuously forecasting the work effort
  • Engages the In-Business Controls team, colleagues in the Control Testing Utility and Control Owners to review Processes, Risks and Controls and gain a thorough understanding of the expected control monitoring and testing tools, analyzing and defining an executable automated solution
  • Conducts research as required on data availability, including location, format and access needed for the target data
  • Maintains relationships and drives accountability with directs, partners, and stakeholders to drive control testing's success in support of the business's strategy
  • Prepares for the rollout and validates the reports that are provided by the automation team on an escalated basis, determining if the results are acceptable and as planned for the tool
  • Validate initial results and perform a hand-off to monitoring and testing analysts and make sure that control testing procedures are validated for accuracy
  • Serves as liaison with testing analyst and automation team on any issues that may occur with the automation after the rollout for escalations
  • Maintains the automation dashboard for Banking, International & Client ensuring timeliness and quality of projects being delivered
What we offer
What we offer
  • Generous holiday allowance starting at 27 days plus bank holidays
  • increasing with tenure
  • A discretional annual performance related bonus
  • Private medical insurance packages to suit your personal circumstances
  • Employee Assistance Program
  • Pension Plan
  • Paid Parental Leave
  • Special discounts for employees, family, and friends
  • Access to an array of learning and development resources
  • Fulltime
Read More
Arrow Right

Client Onboard Intermediate Analyst

The Client Onboard Intmd Analyst is a developing professional role. Deals with m...
Location
Location
Japan , Tokyo
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 2-5 years of experience in Documentation review, Account Maintenance and related Cash products preferred
  • Demonstrated interpersonal skills, pro-active team player but also able to work independently, with exceptional written and verbal communication skills
  • Highly motivated, persistent, and able to work in a structured, high volume, time sensitive, high-risk environment
  • Capable of prioritizing and eager to learn multiple products in a challenging environment
  • Fast learner, strong attention to detail, and willingness to go extra mile
  • Proficient in Microsoft Office Applications
  • Exposure to Client interaction
  • Proficient in handling urgent and escalation cases and manage client and internal team expectations
  • Proficient knowledge of Japanese and English (written and spoken)
  • Bachelor's/University degree or equivalent experience
Job Responsibility
Job Responsibility
  • Responsible for customer interaction, documentation issuance, review and system setups
  • Focuses on timely and accurate delivery of all account opening functions, as well as delivering superior customer service and resolution of customer issues
  • Performs day to day management of the account opening and maintenance processing
  • Responsible for various types of project management in the account services space, and managing cross-functional relationships with all teams
  • Determines new work procedures, analyzes complex and variable issues with significant departmental impact
  • Ensures consistent delivery of high quality service to customers through meeting or exceeding customer expectation guided by service level agreements and efficiency/accuracy standards
  • Ensures awareness and full compliance of internal processes, regulations, policies, guidelines, procedures, and practices
  • Establishes and maintains close working relationship with clients and within team
  • Embarks on continuous on the job training for end to end product knowledge
  • Understands client requirements and implement them correctly
  • Fulltime
Read More
Arrow Right