Jobs at ICONIQ Capital

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.

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.

The Senior Analyst will drive strategic value by partnering with executives, mapping networks, supporting portfolio growth efforts, and providing market insights.

Provide high-level administrative support to the Head of Impact and team, manage complex calendars and travel, maintain Salesforce relationship and pipeline data, coordinate engagement and outreach, support event planning and team operations, manage inboxes and communications, and identify process improvements to increase team productivity.

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 Office Coordinator manages daily operations, welcomes guests, maintains office spaces, and supports the Facilities team while ensuring a professional and efficient environment.

Provide administrative and operational support to client teams serving high-net-worth families: prepare and facilitate signatures for legal documents, liaise with external advisors, maintain electronic records and project trackers, and assist with client projects and internal processes to improve efficiency.

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

Analyze datasets to map ICONIQ's global network and surface insights for engagement and growth. Collaborate across teams and with internal tech to build Salesforce customizations, integrate data sources, produce reports and presentations, maintain documentation, and ensure data integrity and scalability.

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.

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

The Senior Solutions Engineer will collaborate with stakeholders to create scalable solutions, manage Salesforce projects, and enhance operations through AI integrations.

Lead technology transformation initiatives, executing a multi-year strategy in collaboration with corporate functions to streamline processes and enhance decision-making.

The Senior Administrative Assistant supports a Firm Partner by managing complex calendars, coordinating travel, maintaining data systems, and improving administrative processes.

Lead and scale Studio operations by designing project management processes, intake/prioritization workflows, AI-enabled automation, playbooks, and dashboards. Partner with Studio leadership, Technology, and vendors to translate strategy into actionable plans, improve cross-functional coordination, and measure project health and team capacity.

Provide high-touch executive support to senior Capital Markets leaders: manage complex global calendars, coordinate domestic and international travel, organize meetings and materials, maintain Salesforce records, process expenses, support team initiatives and special projects, and deliver discreet, proactive assistance including occasional outside-business-hours support.

Lead and scale talent operations across recruiting, learning, development, and talent programs. Build processes, optimize talent technology, manage vendors, drive cross-functional projects, maintain data governance and reporting, and lead change management and adoption efforts.