Senior Analyst- Associate, Client Development (New York and San Francisco)

Reposted 21 Days Ago
2 Locations
In-Office
105K-120K Annually
Junior
Financial Services
The Role
This role involves driving opportunity creation through market research, analyzing key prospect materials, and crafting tailored narratives to enhance business development efforts.
Summary Generated by Built In

Ideal Candidate Background:

Across both levels, successful candidates demonstrate:

  • Strong analytical and problem-solving skills with the ability to synthesize complex information into actionable insights.
  • Excellent written and verbal communication skills.
  • Strong organizational skills and attention to detail.
  • Intellectual curiosity and a genuine interest in markets, investments, entrepreneurship, and wealth management.
  • High integrity and professionalism when handling confidential information.
  • A proactive, self-starter mentality with the ability to operate effectively in a fast-paced environment.
  • A collaborative mindset and enthusiasm for working across teams and functions.

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • A matching 401(k) program.
  • Commuter Benefits program.
  • Stipends to support wellness and hybrid working arrangements.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • Smart-casual dress code.

Location

Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.


Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $105,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates, together with the benefits listed above.


About ICONIQ

ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. 


When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. 



Use of AI in the Application Process

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.


We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.


Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.



Equal Employment Opportunity Statement:

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.

Skills Required

  • 2+ years of experience in the Investment Management industry
  • Demonstrated leadership and entrepreneurial ability
  • Advanced PowerPoint and Excel skills
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The Company
HQ: San Francisco, CA
465 Employees
Year Founded: 2011

What We Do

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

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