ICONIQ Capital Benefits Overview

Owns Addepar portfolio management capabilities for complex client relationships. Responsibilities include architecting portfolio structures, reporting, dashboards, analytics, workflows, and data controls; maintaining data integrity; overseeing quality assurance for investment activity; and developing scalable procedures for family-office portfolios. The role requires deep Addepar expertise, investment and portfolio operations knowledge, and familiarity with public and private investments, valuations, commitments, capital activity, IRR, and TWR.

Support a General Partner and Partner by managing complex calendars, domestic and international travel, executive priorities, Salesforce updates, expenses, administrative processes, and occasional personal matters. The role requires discretion, sound judgment, proactive problem-solving, cross-functional coordination, and flexibility for time-sensitive needs outside standard hours.

Support and enhance ICONIQ’s financial planning platform and data infrastructure. Build financial models, dashboards, reports, and analyses for forecasting, budgeting, resource allocation, profitability, and management reporting. Maintain time-tracking and allocation data flows, improve data quality and controls, automate manual processes, and partner cross-functionally to resolve data issues and deliver scalable planning solutions. The role also explores AI and emerging technologies to improve finance workflows.