This role sits within ICONIQ Business Operations, where the Client Operations team plays a critical role in supporting the firm’s high-touch service model. The team ensures seamless execution of account administration, investment operations, and onboarding for our clients. As a Senior Analyst, you will contribute directly to the firm’s ability to deliver exceptional service and operational excellence.
What You’ll Do:
- Collaborate with internal teams to handle various client processes, including:
- Investment operations and money movement.
- Subscription documents and AML/KYC process for private investments.
- Client onboarding process, account openings, and transfers.
- Ongoing payments for personal properties and LLCs.
- Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.
- Manage relevant client data, create and maintain centralized records that are comprehensive and precise.
- Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.
- Partner closely with select external service providers.
- Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.
- Promote and ensure respect for client privacy and confidentiality in all matters.
- Be an engaged culture carrier and participate in firm-wide initiatives.
- Contribute to the ongoing development of internal systems.
Ideal Candidate Background:
- Bachelor’s degree and 5+ years of relevant work experience.
- Direct experience with the client onboarding process including new account openings, transfer of assets from prior custodian(s), and initial population of CRM systems.
- Experience with the full scope of cashiering and money movements, including the drafting of instructions and execution of foreign currency transactions.
- Familiarity with subscription documents for alternative investments and accompanying AML/KYC process.
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 New York 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 $100,000 - $115,000 together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. 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.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.