Reviewing prospect information, including balance sheets, performance reports, estate maps, holding summaries, and other financial materials to identify opportunities for ICONIQ to add value.
Partnering with colleagues across Business Development, Investment Management, Capital Markets, and Operations to support prospective client relationships.
Developing customized analyses, presentations, and materials focused on ICONIQ’s product and service offerings.
Supporting market mapping, prospect prioritization, and other strategic business development initiatives.
Maintaining accurate prospect information and activity within key systems.
If You Are a Senior Analyst
Senior Analysts build a strong foundation across sourcing, qualification, and analysis while taking increasing ownership of business development workstreams. You will:
Drive top-of-the-funnel lead generation through intensive research and ICONIQ’s broader network.
Identify and evaluate prospective clients, developing well-founded observations and identifying opportunities for ICONIQ to add value.
Support senior team members in preparing for prospective client interactions and developing customized materials.
Analyze the effectiveness of business development, sales, and marketing initiatives.
Curate, maintain, and own business development resources, including firm, family office, and service offering materials.
Develop expertise across ICONIQ’s platform, prospective client profiles, and the broader market to strengthen sourcing and qualification efforts.
Senior Analyst Qualifications
Bachelor’s degree and 2+ years of experience in investment management or a related financial services environment.
Demonstrated leadership, initiative, and entrepreneurial ability.
Advanced PowerPoint and Excel skills.
If You Are an Associate
Associates take on greater ownership across the business development lifecycle, with increased responsibility for developing opportunities, shaping prospect strategies, and participating in prospect engagement. You will:
Independently identify and develop prospective client opportunities through research, market intelligence, and relationship mapping.
Partner with senior members of the Business Development and Investment Management teams to develop strategies for priority prospective relationships.
Participate in prospect interactions, helping prepare for meetings, identify opportunities, develop follow-up strategies, and advance relationships through the business development process.
Synthesize financial, market, and prospect information into clear insights and recommendations for senior stakeholders.
Own customized materials and analyses that articulate how ICONIQ’s platform may address the needs of prospective clients.
Lead discrete business development workstreams and strategic projects, including market mapping, prospect prioritization, and analysis of business development initiatives.
Associate Qualifications
Bachelor’s degree and 5+ years of experience in investment management, private equity, investment banking, consulting, or another relevant financial services environment.
Strong analytical skills with the ability to synthesize complex financial and market information into clear insights and recommendations.
Demonstrated ownership and initiative, with the ability to independently drive workstreams while collaborating effectively across teams.
Strong interpersonal and communication skills with the confidence and judgment to interact with internal stakeholders and prospective clients.
Advanced PowerPoint and Excel skills.
Ideal Candidate Background
Across both levels, successful candidates demonstrate
Intellectual curiosity and a strong interest in understanding prospective clients, markets, and ICONIQ’s broader platform.
A commercial mindset and enthusiasm for developing relationships and identifying opportunities.
Strong judgment and the ability to synthesize information and communicate insights clearly.
Demonstrated ownership, accountability, and follow-through.
Effective interpersonal skills and the ability to collaborate across teams and levels.
Adaptability in responding to changing market conditions, prospect needs, and business priorities.
Passion for technology and its impact across sectors.
Familiarity with AI tools and technologies is a plus. We value team members who are curious about leveraging AI to enhance productivity, streamline workflows, and drive innovation.
What We Offer
Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
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 or 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 $105,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with the benefits listed above.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
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.
