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Axys Jobs (NOW HIRING)

AON PLC

Client Service Associate

Windsor, CT · On-site

$65 - $90/hr

Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits * Thoughtful ability to establish rapport and build relationships. * Exceptional communication in a public ...

Brown Advisory

Alternative Asset Analyst

Baltimore, MD · Hybrid

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.

NFP Corp

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits * Thoughtful ability to establish rapport and build relationships. * Exceptional communication in a public ...

Aon

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits * Thoughtful ability to establish rapport and build relationships. * Exceptional communication in a public ...

Brown Advisory

Alternative Asset Analyst

Austin, TX · Hybrid

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.

CAPTRUST

Senior Compliance Analyst

Raleigh, NC · On-site

Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus * Series 7/24 preferred, or ...

NFP Corp

Client Service Associate

Windsor, CT · On-site

$14.50 - $20/hr

Previous CRM, Advent Axys, Adobe and custodial portal experience is a plus Essential Traits * Thoughtful ability to establish rapport and build relationships. * Exceptional communication in a public ...

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 ...

CAPTRUST

Senior Compliance Analyst

Raleigh, NC · On-site

$90 - $130/hr

Exposure to one or more Investment Adviser portfolio management and/or trading systems (e.g., Advent/Axys, Schwab PortfolioCenter, Black Diamond, Charles River) a plus * Series 7/24 preferred, or ...

UMB Financial

Trader II

Overland Park, KS · Hybrid

$67K - $99K/yr

You are proficient in portfolio management software such as Advent MOXY or AXYS. * You are proficient in investment research software such as Morningstar Direct, Thompson Reuters or Bloomberg; Power ...

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Axys information

See salary details

$11K

$89.7K

$138.5K

How much do axys jobs pay per year?

As of Sep 3, 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 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 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 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.

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 50% In-person, and 50% Hybrid job distribution, with an average salary of $89,736 per year, or $43.1 per hour.

Client Delivery Specialist - Associate

iCapital

Salt Lake City, UT • On-site

$75K - $85K/yr

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 29 days ago

Job description

About the Role
iCapital is looking for a Client Delivery Specialist Associate to join the Data Solutions team. This role will set up and maintain the financial software applications we utilize, assist clients with issues, work on special projects, and help with ad-hoc tasks associated with building an innovative company. This role is a mix of finance and technology.
Responsibilities
  • 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.
    • Perform analysis of private equity and hedge fund statements for input into the system
    • Work with clients and partners to resolve data issues.
  • Develop and strengthen client relationships:
    • Help manage client onboarding, client account setup and training and day-to-day support and issue management.
  • Software maintenance and setup:
    • Perform system setup and configuration, new client setup, new financial account and asset set-up and classification.
    • Assist in data feed management.
    • Create custom reports based on client-specific needs.
    • Liaise with the vendor partners for enhancements, and system and data issues.
  • Work as part of a team to prioritize individual and communal work to ensure all projects are completed on time and to detailed specifications.
  • Establish operational effectiveness through the development and adoption of policies, procedures, and controls.
  • Assess and act upon client and company needs proactively.

Qualifications
  • 3-5 years of experience in a related field
  • Bachelor's degree from an undergraduate program
  • Excellent customer service skills and the ability to foster and maintain effective relationships
  • Strong understanding of financial instruments
  • Experience with RIA/Wealth management policies, procedures, and client service
  • Experience working with wirehouses or custodians
  • Organized and self-motivated with the ability to prioritize tasks and meet deadlines
  • Highly attentive to detail and accuracy while maintaining an organized approach to duties and responsibilities
  • Comfortable with technology, software tools, and applications:
    • Able to learn new software quickly
    • 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 software
    • Strong MS Excel and PowerPoint skills
    • Basic knowledge of database concepts, and any type of programming
    • Working knowledge of Photoshop, HTML design, and/or similar tools
  • Knowledge of various financial products and indices, particularly:
    • Liquid investments such as Equities, Bonds, ETFs, Mutual Funds, SMA/UMA
    • Alternative investments
    • Performance reporting calculations and methodologies
    • Portfolio management and rebalancing
    • How Family Offices, RIAs, and investment advisors work
  • Critical thinker, that possesses strong problem-solving skills and can summarize information clearly and concisely, both written and verbal
  • Collaborative and able to thrive in a team environment while working independently
  • Able to learn quickly and adapt to an expanding environment

Benefits
The base salary range 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.
For additional information on iCapital, please visit https://www.icapitalnetwork.com/about-us Twitter: @icapitalnetwork | LinkedIn: https://www.linkedin.com/company/icapital-network-inc | Awards Disclaimer: https://www.icapitalnetwork.com/about-us/recognition/
iCapital is proud to be an Equal Employment Opportunity and Affirmative Action employer. We do not discriminate based upon race, religion, color, national origin, gender, sexual orientation, gender identity, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

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