![]() ![]() At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. 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. Excellent academic background and strong cognitive ability.Ĭompensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks.Highly motivated, trustworthy, intellectually curious, and mature.Superior communication and analytical skills.Passion for investment management and client service.Four to seven years of relevant professional services experience.Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.Gather, prepare, and coordinate client tax data and documentation.Participate in equity and option trading activities with increasing responsibilities for investment execution.Perform ad hoc analyses for clients’ financial and estate planning needs.Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.Prepare client balance sheets and develop asset allocation analyses. ![]() The Financial Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Financial Advisory, Associate Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. With over $80B 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. Excellent academic background and strong cognitive ability.ICONIQ Capital is a global investment firm elevated by an extraordinary community.Seven to nine years of relevant professional services experience.The Financial Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Financial Advisory, Senior Associate Our deep connection with our families extends through advisory services and strategies to guide their lives, philanthropy, and legacy. ICONIQ Family Office’s goal is to build resilient portfolios that compound returns from diverse sources, across public and private markets. We create solutions and seek investment opportunities that harness differentiated capital and the strategic value of the ICONIQ Capital global network. ICONIQ Family Office advises and invests on behalf of some of the world’s most influential families. ![]()
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