ICONIQ Capital is a global investment firm elevated by an extraordinary community$1. .$1
May 22
🏢 In-office - San Francisco
ICONIQ Capital is a global investment firm elevated by an extraordinary community$1. .$1
• Prepare client balance sheets and develop asset allocation analyses • Monitor client investment performance and 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 • Participate in equity and option trading activities • 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
• 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
• 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 • Support for professional designations/certifications and tuition reimbursement in addition to books and supplies allocation • Smart-casual dress code
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