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Axys Jobs (NOW HIRING)

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · Hybrid

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

iCapital

Client Delivery Specialist - Associate

Stamford, CT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

iCapital

Client Delivery Specialist - Associate

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

iCapital

Client Delivery Specialist - Associate

Stamford, CT · Hybrid

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

iCapital

Client Delivery Specialist - Associate

Stamford, CT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

iCapital

Client Delivery Specialist

Salt Lake City, UT · On-site

$75K - $85K/yr

  • Medical

  • Dental

  • Vision

  • Retirement

  • PTO

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro, or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro, or similar ...

Kavaliro

Senior Client Delivery Specialist

Stamford, CT · On-site

$90K - $120K/yr

Experience with Addepar, Black Diamond, Axys, APX, Orion, Archway, Solovis, Masttro or similar wealth management platforms * Experience with planning tools such as eMoney, MoneyGuidePro or similar ...

Brown Advisory

Alternative Asset Analyst

Austin, TX · Hybrid

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Experience with eFront, Advent, Axys/APX, or similar accounting product experience preferred * Ability to meet tight deadlines in a quick and efficient manner and escalate expeditiously as necessary.

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All JobsAxys Jobs

Axys information

See salary details

$11K

$89.7K

$138.5K

How much do axys jobs pay per year?

As of Aug 14, 2026, the average yearly pay for axys in the United States is $89,736.00, according to ZipRecruiter salary data. Most workers in this role earn between $60,000.00 and $111,000.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as an Axys specialist?

To thrive as an Axys specialist, you need strong financial analysis skills, attention to detail, and experience in portfolio accounting, typically supported by a degree in finance or a related field. Proficiency with Axys software, Microsoft Excel, and familiarity with portfolio management systems or relevant certifications like CFA are highly valued. Exceptional problem-solving abilities, communication, and time management make someone stand out in this position. These skills ensure accurate portfolio reporting, streamlined operations, and excellent client service in investment management environments.

What is an Axys?

An Axys job typically refers to roles related to Axys, a portfolio management system used in the financial services industry. Professionals in these roles work with investment firms, hedge funds, or financial advisors to manage and analyze portfolios, generate reports, and ensure compliance. Responsibilities may include data integration, system customization, and troubleshooting. Strong knowledge of finance, accounting, and software systems is often required.

What are some common challenges faced by professionals using Axys in a portfolio management setting?

Professionals working with Axys often encounter challenges related to data reconciliation, integration with other financial systems, and ensuring accurate report generation. Keeping data up-to-date across multiple sources and resolving discrepancies can require strong attention to detail and analytical skills. Additionally, adapting Axys to evolving regulatory requirements or firm-specific workflows may involve collaboration with IT and compliance teams. Gaining proficiency in troubleshooting and customizing Axys reports can help you stand out and contribute to more efficient portfolio management processes.

What is the difference between Axys vs Data Analyst?

AspectAxysData Analyst
Required CredentialsTypically requires specialized software knowledge and industry-specific trainingOften requires a bachelor's degree in data science, statistics, or related fields
Work EnvironmentPrimarily in finance, investment, or asset management firmsIn various industries including finance, marketing, healthcare, and technology
Employer & Industry UsageUsed mainly in financial services for portfolio managementWidely used across multiple sectors for data interpretation and reporting

While Axys is a specialized software used mainly in financial asset management, Data Analysts work across diverse industries analyzing data to support business decisions. Both roles require analytical skills, but Axys focuses on portfolio and investment data, whereas Data Analysts handle broader data sets in various sectors.

More about Axys jobs

What job categories do people searching Axys jobs look for?

The top searched job categories for Axys jobs are:

Axys jobs near you
Infographic showing various Axys job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $89,736 per year, or $43.1 per hour.

Client Delivery Specialist, Automation Team - Associate

iCapital

Salt Lake City, UT • On-site

$75K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted yesterday

New

Job description

Client Delivery Specialist, Automation Team - Associate

iCapital is seeking a Client Delivery Specialist Associate to join the Automation team within the Data Solution department. This role will ensure a seamless flow of financial data for iCapital's clients and internal teams. This individual will support business critical processes from portfolio management system conversions to performance reconciliation.

This role offers the opportunity to contribute directly to our mission by ensuring the accuracy and integrity of our financial data. This person will be a part of a dynamic team focused on innovation and efficiency, working with cutting-edge technology to streamline client onboarding and reporting.

Responsibilities

  • Lead data conversion projects, including extracting, transforming, and loading (ETL) data between portfolio management systems. This involves understanding source system requirements, mapping data to new system standards, and managing the conversion of large datasets from legacy systems.
  • Integrate historical financial data by converting potentially complex and unstructured data files and statements into structured formats suitable for backfilling.
  • Provide support for automated data feeds, troubleshooting issues and ensuring the seamless transformation of daily financial transactions and positions into source system imports. This requires a strong understanding of the automated data processing system.
  • Respond to ad-hoc data requests from client-facing teams, providing timely and accurate information.

Qualifications

  • Bachelor's degree with a concentration in finance, computer science, statistics, mathematics, data science, or a similar field
  • 2-5+ years in the financial industry, demonstrating a proven track record of financial product support, technical proficiency, and solid accounting knowledge
  • Expertise with Addepar and familiarity with other portfolio management systems, such as Advyzon, APX, Axys, Black Diamond, Orion, Ridgeline, Tamarac
  • Strong background working with financial custodial data and proficiency supporting alternative financial instruments
  • Advanced proficiency in Excel and text file manipulation. Familiarity with other data formats, such as JSON, XML, and unstructured-to-structured transformation is a plus
  • Experience with at least one of the following: Python, SQL, Power Automate or other large data set software, demonstrating the ability to extract and transform data
  • Demonstrated history of automating data-related processes such as data integration, including log file creation and maintenance
  • Understanding of Salesforce, Monday.com, Jira, and GitLab
  • Comfort working with a geographically dispersed team
  • Strong interpersonal verbal and written communication skills and comfortable communicating with clients as needed
  • Achievement of, or working towards, an MS/MBA, CFA, CAIA, or CFP is a plus

Benefits

The base salary for this role is $75,000 to $85,000. iCapital offers a compensation package which includes salary, equity for all full-time employees, and an annual performance bonus. Employees also receive a comprehensive benefits package that includes an employer matched retirement plan, generously subsidized healthcare with 100% employer paid dental, vision, telemedicine, and virtual mental health counseling, parental leave, and unlimited paid time off (PTO).

We believe the best ideas and innovation happen when we are together. Employees in this role will work in the office Monday-Thursday, with the flexibility to work remotely on Friday.

Apply