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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.

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.

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