Jobs at ICONIQ Capital

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.

The Writer & Storyteller will create compelling editorial content on technology and innovation, collaborate across teams, and edit various formats to enhance thought leadership and audience engagement.

The Financial Advisory Analyst aids in client relationship management by preparing financial analyses, monitoring investment performance, and participatin in client interactions and trading activities.

Lead full-cycle recruiting for Venture and Growth investment and business functions. Manage intern, Analyst, and Associate hiring programs; advise senior stakeholders on talent strategy; build pipelines through sourcing, networking, referrals, market mapping, and search firms; oversee agency relationships; and deliver high-quality candidate experiences, recruiting operations, reporting, and process improvements.

Provides high-level administrative support to a founding firm partner, including complex calendar and email management, travel planning, expense reporting through Ramp, and logistics for outreach and gifting campaigns. The role requires proactive coordination, strong communication, discretion, accuracy, independent judgment, and responsiveness outside regular business hours. It collaborates with partner support and broader firm colleagues in a fast-paced investment-firm environment.

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.

The Senior Analyst in Financial Advisory prepares client balance sheets, monitors investment performance, develops portfolio strategies, and assists in estate planning.

Provide hands-on legal and compliance advice on U.S. securities and investment advisory laws, support international regulatory matters, monitor rulemaking, assist with regulatory inquiries and audits, partner on policy and training, and deliver general counsel support across funds, corporate, contracts, and investment matters.

Lead the design and delivery of scalable multi-platform solutions, overseeing the software development lifecycle and driving AI-enabled innovations while mentoring an engineering team.

The Senior Analyst will lead strategic initiatives in compensation and people operations, optimizing processes and enhancing employee experiences through project management and data analysis.

Partner with investment, client service, risk, and tech teams to centralize and automate fund data ingestion, ensure data quality and governance, reconcile portfolio accounting (valuations, capital calls, distributions), support client reporting and analytics, and help build APIs and automation tools to support reporting and regulatory needs.

This role involves driving opportunity creation through market research, analyzing key prospect materials, and crafting tailored narratives to enhance business development efforts.