ICONIQ Capital
ICONIQ Capital Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers dental insurance
Offers health insurance
Offers mental health benefits
Offers Flexible Spending Account (FSA)
Offers vision insurance
Offers Health Savings Account (HSA)
Provides family medical leave
Provides fertility benefits
Offers generous parental leave
Offers performance bonuses
Work-Life Balance + Wellbeing
Offers generous PTO
Provides paid holidays
Company Culture
Provides free snacks and drinks
Offers diversity-based Employee Resource Groups
Recently posted jobs
13 Hours AgoSaved
Financial Services
Support relationship management for high- and ultra-high-net-worth clients by preparing balance sheets, performing asset-allocation and ad hoc financial analyses, monitoring investment performance, managing quarterly portfolio reports, coordinating client tax data, participating in equity and option trading, and supporting private investments and family-office operations.
Financial Services
The Financial Advisory Senior Associate will manage client relationships, prepare financial analyses, monitor investment performance, and support portfolio construction and trading activities for high net worth clients.
2 Days AgoSaved
Financial Services
The Senior Analyst in Financial Advisory prepares client balance sheets, monitors investment performance, develops portfolio strategies, and assists in estate planning.
