ICONIQ Capital is hiring a
Analyst-Associate

Logo of ICONIQ Capital

ICONIQ Capital

💵 $90k-$160k
📍United States

Summary

Join our team at ICONIQ Investment Management as a critical member of the relationship management team, working with high net worth and ultra-high net worth clients. This role involves preparing client balance sheets, developing asset allocation analyses, monitoring investment performance, and performing ad hoc analyses for financial and estate planning needs.

Requirements

  • 2+ years of relevant professional/financial services/private wealth experience
  • Passion for investment management and client service
  • Excellent academic background (minimum of bachelor’s degree required) and strong cognitive ability

Responsibilities

  • Prepare client balance sheets
  • Develop asset allocation analyses
  • Monitor client investment performance
  • Manage quarterly portfolio reports, ensuring accuracy and consistency
  • Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication
  • Perform ad hoc analyses for clients’ financial and estate planning needs
  • Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies
  • Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre‐nuptial agreements
  • Participate in equity and option trading activities with increasing responsibilities for investment execution
  • Gather, prepare, and coordinate client tax data and documentation
  • Be exposed to and involved in direct private investments, client interactions, and other critical family office operations

Benefits

  • Comprehensive Medical, Dental and Vision Insurance
  • 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

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