ICONIQ Capital is a global investment firm elevated by an extraordinary community. 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. Together, we channel ideas, energy, and capital to strive toward a better future.

ICONIQ Capital

Human Resources

• Support and manage development and implementation of internal processes and new systems
• Build out the Growth Team’s annual performance review calendar and execute tasks related to evaluation cycles
• Lead recruiting processes and oversee onboarding and training programs
• Partner with Human Capital and other departments to maintain accurate employee records
• Lead internal initiatives to enhance employee engagement, satisfaction, and retention
• Build rapport across the Growth Team and broader firm and serve as a trusted advisor to employees and managers

Senior Associate, People Operations

Sales

• Drive top-of-the-funnel Lead generation through research and leveraging network
• Monitor key industry events
• Utilize various tools/sources for Business Development efforts
• Review prospect statements and provide observations
• Support Client Partner and Client Team Leads
• Perform ROI analytics and measurement
• Curate and own library of business development tools

Senior Analyst, Business Development

Operations

• Partner with the Growth People Ops lead, Human Capital, and other ICONIQ departments to maintain accurate employee records and internal data and perform people data analyses as needed.
• Handle materials creation for various recurring meetings, including Growth Team meetings, Ops Team meetings, and Firm-level Management and Executive Committee meetings.
• Assist with a broad range of internal reporting processes and analyses across the Growth Operations department, including those related to the Growth Portfolio, Management Committee, Investment Committee, and more.
• Manage the coordination of various people-related processes, including the Growth Team’s annual performance review calendar, new hire onboarding schedules and training programs, and more.
• Support the Growth Ops Team on the creation and implementation of new systems and processes to elevate efficiency and efficacy of various internal processes.
• Support Growth Team engagement and initiatives to enhance employee engagement, satisfaction, and retention.
• Timely responsiveness outside of “regular” business hours

Senior Analyst, General Operations

• Support the expansion & mapping of ICONIQ’s network of senior leader relationships by leveraging various data sources including PitchBook, LinkedIn, internal data, and others to conduct market mapping and primary research.
• Logistically support events with founders, corporate executives and thought leaders to produce insight sharing across our portfolio and network. Support activities can include, the creation of meeting collateral, research for attendee bios and assembling prep emails for events.
• Support the facilitation of relevant commercial or strategic introductions amongst portfolio companies, network relationships and prospects.
• Assist in platform management, helping ensure data hygiene and platform best practices are maintained to ensure scalability.
• Assemble information gathered from networking activities to inform portfolio companies on trends and strategic priorities of key customer verticals.
• Build and maintain presentations and marketing materials to inform team members on network, stories of connectivity and value creation, as well as for internal reporting and training purposes

Senior Analyst, Portfolio Operations

Accounting, Payroll & Financial Planning

• Serves as the key member of relationship management team and point of contact for clients
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency
• Exercise a deep understanding of portfolio construction and investment products
• Perform ad hoc analyses for clients’ financial and estate planning needs
• Maintain relationships with Trust & Estate attorneys and oversee CPA relationships
• Direct involvement with leadership and managerial oversight of Family Office team

Financial Advisory, Vice President

• 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, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre‐nuptial agreements
• Participate in equity and option trading activities with increasing responsibilities for investment execution
• 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

ICONIQ Capital Jobs in California

ICONIQ Capital

Senior Associate, People Operations

ICONIQ Capital

Senior Analyst, Business Development

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Senior Analyst, General Operations

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Senior Analyst, Portfolio Operations

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Senior Analyst, Financial Advisory

ICONIQ Capital