The Analyst is a key member of the ICONIQ Family Office client team, focused on delivering the highest level of service to our ultra-high-net-worth clients in a fast-paced and dynamic environment. The Analyst assists in delivering bespoke, best-in-class solutions for clients across lifestyle management, philanthropy, investments support, financial operations and wealth planning. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.            

What You’ll Do:

• Client Service
  • Under the supervision of experienced team members, provide high touch, proactive service in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support.
  • Assist with the timely communication and execution of financial planning strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high-touch, seamless experience for the client.
  • Adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally.
• Client Operations
  • Partner with internal teams to implement operations for client matters including investments, financial planning, philanthropy, risk management and banking solutions.
  • Help to execute new client onboarding, account transfers and drive tactical account updates & maintenance tasks.
  • Provide private banking support, including managing daily cash balances, collaborating with other teams to process bill pay, investment funding, tax payments and all cash disbursement requests.
  • Partner with internal teams to complete investment documents, including subscription documents, purchase agreements and investor support documentation.
• Documentation & Reporting
  • Maintain accurate and up-to-date client records in firm platforms and systems at all times, including project tracking and reporting, with a rigorous focus on data integrity.

Ideal Candidate Background:

• Bachelor’s degree with a minimum 3.2 GPA
• Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
• Proactively and independently solve problems while exercising sound judgment
• Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
• Strong communication skills both written and verbal
• Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
• Expressed interest in a career in Private Wealth Management

What We Offer:

• 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.

Location: Applicants are expected to work onsite in our 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 $95,000.00 - $105,000.00 together with the benefits listed above.

‍