ICONIQ Capital jobs - 22 jobs

This role sits within ICONIQ's Venture and Growth team, working as part of a multi-support team supporting a Firm Partner. You are a sharp, experienced, and professional Executive Assistant and will play a vital role in ensuring seamless operations across a dynamic calendar of meetings and global travel-providing high-level support in a fast-paced, entrepreneurial environment. What You'll Do Own and proactively manage a complex, changing, high-volume calendar across multiple time-zones. Seamlessly coordinate extensive domestic and international travel. Coordinate and manage private charter flights, including liaising with operators, brokers, and ground transportation to ensure a smooth and efficient travel experience. Ensure seamless flow of the partner's day-to-day activities. Proactively and strategically coordinate internal and external meetings. Work collaboratively with a multi-support team. Create and implement systems to elevate efficiency and effectiveness of administrative processes. Provide additional administrative support as needed. Ideal Candidate Background 5+ years of experience supporting senior executives in environments like Private Equity, Investment Banking, or Consulting. Proven track record managing complex schedules and high-touch travel logistics, including private air travel. Comfortable working non-standard hours and responding to tasks outside of traditional business hours. Highly self-motivated, solution-oriented, and detail-driven. Strong emotional intelligence, communication skills, and professional presence. Thrives in fast-paced, team-oriented settings. Proficient in Microsoft Office Suite; Salesforce experience is a plus. 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 San Francisco or Palo Alto 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 $125,000 - $140,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

We are seeking a dynamic and experienced Talent Acquisition professional to lead strategic recruiting efforts for ICONIQ's Investment Management and Corporate divisions. This individual will join a high-impact recruiting team and serve as a trusted partner to business leaders, playing a pivotal role in attracting, engaging, and hiring top-tier talent. The ideal candidate brings commercial acumen and deep experience in Investment/Wealth Management and Corporate recruiting, as well as a passion for fostering a culture of excellence, collaboration, and uncommon care. What You'll Do: Serve as a strategic talent advisor to business leaders, delivering thoughtful, data-informed guidance on workforce planning, talent strategy, and organizational design. Drive full-cycle recruitment for senior, niche, and leadership roles across our Family Office, Business Development and Investment teams who are focused on delivering bespoke investment and advisory services to ultra-high-net-worth clients, along with all corporate divisions supporting the firm, excluding Technology. Design and implement effective sourcing strategies, leveraging market intelligence, direct outreach, and best-in-class tools. Oversee early careers hiring programs including Internship and Campus recruiting efforts. Champion a best-in-class candidate experience, ensuring high-touch engagement throughout the hiring process. Use data and market insights to influence process improvements and educate business leaders to drive hiring decisions. Foster collaboration across HR and business teams to ensure alignment with ICONIQ's broader talent strategy. Provide thought leadership across Human Capital initiatives and support junior team members. Ideal Candidate Background: 10+ years of relevant experience in talent acquisition, with experience in Wealth Management, Asset Management or Financial Services. Proven experience managing and developing high-performing recruitment teams. Demonstrated ability to build strong relationships with senior stakeholders and influence talent decisions at the leadership level. Exceptional sourcing acumen with a track record of developing and executing proactive strategies to identify top talent. Deep understanding of recruiting operations, systems, compliance, and data analytics. Excellent interpersonal and communication skills; able to represent ICONIQ's brand with professionalism and care. Highly organized, detail-oriented, and adept at managing competing priorities in a fast-paced environment. Champions the use of innovative recruiting technologies to drive process improvements and scalability. Familiarity with AI tools 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. 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 $200,000-$250,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

Capital ICONIQ Capital 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. About ICONIQ Investment Management 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. 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. The Opportunity: Financial Advisory, Senior Associate The Financial Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. Principal Responsibilities: 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. 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. Qualifications: Seven to nine years of relevant professional services experience. Passion for investment management and client service. Detail-oriented and thorough. Superior communication and analytical skills. Highly motivated, trustworthy, intellectually curious, and mature. Excellent academic background and strong cognitive ability. Bachelor's degree. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future [c hoose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office. Compensation 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. 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 $170,000 - $200,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

This role sits within ICONIQ's Venture and Growth team, which partners with founders defining the future of their industries to transform the world. As a Senior Analyst on the Venture and Growth Operations team, you'll play a vital role in supporting investor relations, performance reporting, and internal strategic operations for a platform managing over $20B in capital commitments. What You'll Do: * Build compelling investor communications and presentation materials that effectively convey ICONIQ's growth story and investment impact. * Develop data-driven insights into fund and portfolio performance, using Excel and visualization tools to translate complex information into actionable reports. * Maintain and improve internal databases and analysis frameworks to track investment data across multiple dimensions. * Collaborate with cross-functional teams (finance, legal, compliance, analytics) to ensure consistent messaging and scalable internal operations. * Lead operational initiatives to enhance process efficiency, data integrity, and platform scalability. * Support portfolio monitoring infrastructure in partnership with the Portfolio Analytics team. * Contribute to strategic internal projects that support firm-wide objectives. Ideal Candidate Background: * 2+ years of experience in investment banking, private equity, consulting, venture capital, or data analytics. * Strong financial acumen and an understanding of growth equity or private equity investing. * Skilled in Excel with the ability to model and interpret complex data structures. * Experience with data visualization tools and portfolio monitoring systems is preferred. * Excellent communication skills and the ability to synthesize and present complex information clearly. * Entrepreneurial mindset with a drive for operational improvement and problem-solving. * Bachelor's degree required; familiarity with AI tools and technologies is a plus. 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 San Francisco, CA 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 $130,000 - $140,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build our information will be retained for future consideration. resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. About ICONIQ Investment Management 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. 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. The Opportunity: Family Office Advisory, Analyst The Family Office Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. Principal Responsibilities: * Manage operations for client relationships and/or support Family Office Specialists, Relationship Managers, or Associate on certain large client relationships. * Serve as a point of contact for day-to-day client service needs. * Develop a thorough understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution. * Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving. * Help maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants. * Work with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection solutions, and philanthropic initiatives. * Execute and manage the new client onboarding process and account transfers. * Perform investment operations, bill pay, and lifestyle services for assigned clients with a focus on high-touch, seamless service. * Help maintain partnerships with other internal teams on client service processes and workflow. * Be an engaged culture carrier and participate in firmwide initiatives. * Promote and ensure respect for client privacy and confidentiality in all matters. Qualifications: * Bachelor's degree and a minimum of two years of relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred). * Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning. * Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future [choose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office. Compensation 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. 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 $90,000 - $105,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

This role sits within ICONIQ's Human Capital team, which is dedicated to shaping our people strategy, enriching the employee experience, and fostering a high-performance, people-centered culture. As a Senior Analyst on the Employee Engagement & Development team, you'll play a key role in driving the efficiency and effectiveness of our Learning & Development initiatives-ensuring smooth operations, managing systems, coordinating logistics, and bringing learning programs to life. What You'll Do Manage and maintain our learning and performance systems, ensuring smooth functionality and data consistency across platforms. Oversee the logistics of training programs, including scheduling, communication, technology support, and materials coordination. Track participation, certifications, and compliance, generating actionable reports and insights on program performance. Support the execution of strategic learning initiatives by creating project timelines, tracking budgets, and communicating updates. Develop and maintain learning materials such as job aids, process documentation, and multimedia resources. Continuously evaluate and improve learning processes for greater efficiency and scalability. Collaborate with cross-functional teams to ensure alignment with broader HR and business objectives. Ideal Candidate Background Bachelor's degree in Human Resources, Education, Business Administration, or related field is a plus. 3+ years of experience in learning operations, L&D, or HR, with proven success in system management and training logistics. Experience with LMS platforms and strong technical aptitude, including familiarity with e-learning tools. Skilled in analyzing learning data to inform strategy and decision-making. Excellent project management, organizational, and communication skills. Familiarity with budgeting processes and financial tracking. Proficiency with Microsoft Office, collaboration platforms, and project management tools. What We Offer Comprehensive Medical, Dental and Vision Insurance. Life and disability insurance, mental health support, fertility benefits, and back-up childcare. A matching 401(k) program. Commuter Benefits. Wellness and hybrid work support stipends. Tuition reimbursement and professional development funding. Smart-casual dress code. Location Applicants are expected to work onsite in our San Francisco, CA or New York, NY 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

ICONIQ is seeking to hire a Senior Accounting Analyst to join our Fund Accounting team based in New York City. This candidate will work closely with all merchant banking teams within our organization and gain exposure to all aspects of the Company's operations. What You'll Do: Support the merchant bank and private equity teams in deal funding operations and data maintenance for portfolio investments. Support Merchant Bank team with special projects including preparing portfolio decks, maintaining dashboards, and providing ad-hoc reporting. Assist with review of quarterly private company investment valuations prepared by Private Equity, Real Estate, and Merchant Bank teams. Assist in review of quarterly GAAP financial statements and Limited Partner reporting packages prepared by fund administrator. Provide support to the finance team in annual financial statement audits and tax filings. Manage cash reserves for deal financing and fund expenses Ideal Candidate Background: 2+ years of experience in public accounting or industry accounting position (preferably in the VC/PE/Alternative Assets space) Superior Excel and PowerPoint skills Bachelor's degree with concentration in business/accounting/economics/finance, CPA is a plus 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 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, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. 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 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

Senior Analyst or Associate, Financial Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Financial Advisory (FA) team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight. You will be joining a collaborative advisory team that values learning, partnership and shared ownership. We work closely across levels and alongside specialists so that every client benefits from the full strength of the ICONIQ platform. This is a role for professionals who are energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel effortless, this is your opportunity to join a team built on trust, care, and excellence. Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right. Core Responsibilities for All Candidates: You will support clients across a broad set of investment, planning, and relationship activities, including: Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials. Assisting with investment operations, including trading coordination, cash flow monitoring, and private investment updates. Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations. Partnering with accountants, attorneys, and external advisors to gather information and support planning conversations. Preparing client meeting materials, managing follow ups, and maintaining accurate data in Salesforce, Addepar, and other systems. Collaborating closely with Investment Strategy Group, Legal, Compliance, and Operations to ensure seamless client service. If You Are a Senior Analyst: Senior Analysts take on increasing ownership, judgment, and communication responsibility. In addition to the core responsibilities, you will: Own key deliverables such as preparing asset allocation reviews, rebalancing recommendations, and planning analyses. Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based analyses. Build knowledge of trusts, estate strategies, and gifting structures. Participate in parts of client meetings and proactively identify opportunities such as refinancing, liquidity needs, or strategic planning considerations. Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset. Sr. Analyst Qualifications: A bachelor's degree and 3+ years of relevant experience in financial services or wealth management. If You Are an Associate: Associates deepen their role as strategic advisors and trusted client partners. You will: Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions. Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the ICONIQ investment philosophy. Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning. Manage complex client processes such as 10b5 1 plans, lending evaluations, private investment coordination, and other high impact deliverables. Coach junior teammates, strengthen team workflows, and help elevate the quality and clarity of client outputs. Associate Qualifications: A bachelor's degree and 5+ years of experience working with high net worth or ultra-high net worth clients. Who You Are: Across both levels, successful candidates demonstrate: Strong analytical and communication skills and comfort explaining complex topics simply. Strong attention to detail and a commitment to accuracy. Intellectual curiosity, proactive thinking, and a passion for client service. High integrity in handling confidential and sensitive information. A collaborative mindset and enthusiasm for working as part of a team. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Compensation Range: 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 $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with a discretionary bonus and the benefits listed above. About ICONIQ Investment Management 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. 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. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

As a Senior Client Development Analyst, you'll play a pivotal role in fueling ICONIQ's Investment Management growth by turning research and market intelligence into meaningful opportunities. Sitting at the intersection of sourcing (lead generation and conversion to client), analysis (qualification), and strategy, this role gives you the opportunity to help shape how ICONIQ tells its story to entrepreneurs, investors, and families while connecting our unique platform to new relationships. What You'll Do: Drive opportunity creation by generating top-of-funnel leads through deep market research and by activating ICONIQ's powerful community network. Stay on the pulse of the market by tracking fundraising rounds, M&A activity, IPOs, and other liquidity events that signal where ICONIQ can add value. Leverage best-in-class tools such as PitchBook, Salesforce, WealthX, and SEC filings to uncover insights and enhance business development efforts. Analyze key prospect materials - from balance sheets and performance reports to estate maps and holding summaries - and translate them into actionable opportunities. Craft tailored narratives in partnership with Client Partners and Team Leads, developing bespoke materials that highlight ICONIQ's differentiated offerings. Measure impact by conducting ROI analytics on sales and marketing initiatives, ensuring we refine and amplify what works. Elevate our toolkit by curating and maintaining a library of business development resources, including firm, family office, and service offering overviews. Ideal Candidate Background: 2+ years of experience in the Investment Management industry. Demonstrated leadership and entrepreneurial ability. Advanced PowerPoint and Excel skills. 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 or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Development & Strategy business and this job has been posted to support talent pipelining efforts. We are interested in speaking with applicants open to working in either our San Francisco or New York office. 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 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

This role sits within ICONIQ's Venture and Growth team, which partners with founders defining the future of their industries to transform the world. As a Senior Analyst on the Venture and Growth Operations team, you'll play a vital role in supporting investor relations, performance reporting, and internal strategic operations for a platform managing over $20B in capital commitments. What You'll Do: Build compelling investor communications and presentation materials that effectively convey ICONIQ's growth story and investment impact. Develop data-driven insights into fund and portfolio performance, using Excel and visualization tools to translate complex information into actionable reports. Maintain and improve internal databases and analysis frameworks to track investment data across multiple dimensions. Collaborate with cross-functional teams (finance, legal, compliance, analytics) to ensure consistent messaging and scalable internal operations. Lead operational initiatives to enhance process efficiency, data integrity, and platform scalability. Support portfolio monitoring infrastructure in partnership with the Portfolio Analytics team. Contribute to strategic internal projects that support firm-wide objectives. Ideal Candidate Background: 2+ years of experience in investment banking, private equity, consulting, venture capital, or data analytics. Strong financial acumen and an understanding of growth equity or private equity investing. Skilled in Excel with the ability to model and interpret complex data structures. Experience with data visualization tools and portfolio monitoring systems is preferred. Excellent communication skills and the ability to synthesize and present complex information clearly. Entrepreneurial mindset with a drive for operational improvement and problem-solving. Bachelor's degree required; familiarity with AI tools and technologies is a plus. 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 San Francisco, CA 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 $130,000 - $140,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

Capital ICONIQ Capital 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. About ICONIQ Investment Management 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. 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. The Opportunity: Family Office Advisory, Senior Associate The Family Office Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. Principal Responsibilities: Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships. Serve as a key point of contact for day-to-day client service needs. Develop a deep understanding of assigned clients' expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution. Execute client service strategy, track client team goals, and monitor trends that will impact future client needs. Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving. Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants. Cultivate partnerships with accountants, lawyers, and other client advisors and service providers. Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues. Execute investment operations, bill pay and lifestyle services for assigned clients with a focus on high-touch, seamless service. Partner with other internal teams on client service processes and workflow. Serve as a mentor and technical resource to client analysts and senior client analysts, working towards management responsibilities. Be an engaged culture carrier and play a leadership role in firmwide initiatives. Promote and ensure respect for client privacy and confidentiality in all matters. Qualifications: Bachelor's degree and a minimum of six to eight years of relevant industry experience. (Family office, wealth management, or other experience working with high net worth families is preferred). Excellent interpersonal and communication skills, enthusiasm, and a strong aptitude for learning. Proven thoughtful and dynamic leadership in a fast-paced environment. Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations. Preference for basic trust and estate and/or personal tax experience, and ability to present key concepts to clients. Experience with Fidelity Wealthscape and Salesforce a plus. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future [c hoose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office. Compensation 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. 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 $170,000 - $200,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

Capital ICONIQ Capital 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. About ICONIQ Investment Management 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. 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. The Opportunity: Family Office Advisory, Senior Analyst The Family Office Advisory Senior Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fast‐paced and dynamic environment. The Family Office Advisory Senior Analyst assists with driving client satisfaction by addressing client needs and goals with best in class solutions across lifestyle management, investments support, insurance, legal, tax, and wealth planning. The Family Office Advisory Senior Analyst also serves as a liaison to third‐party vendors including insurance brokers, attorneys, tax advisors, security providers, and concierge companies to help drive core projects to completion on behalf of clients. Principal Responsibilities: Client Service With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support. Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high‐touch, seamless experience for the client. Successfully adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally. Deliver accurate, timely work product and document preparation with the highest level of attention to detail at all times. Execute and achieve results on bespoke client requests, including unique or one‐off projects in collaboration with or under minimal direction from other team members. 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. Client Operations Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks. Manage cash balances daily, as well as provide private banking support across all accounts. Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests. Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation. Team Collaboration Partner with internal teams including investments, investment operations, client's operations, and family office human resources to coordinate client service processes and workflows. Embody ICONIQ's entrepreneurial spirit through active participation in cross‐functional firm initiatives in support of the business. Documentation & Reporting Maintain accurate and up‐to‐date client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity. Training & Mentorship Assist in training and mentoring Client Analysts and any new hires on the Client Team. Help new analysts understand how to efficiently use internal systems, follow processes, and to stay organized. Qualifications: Bachelor's degree and a minimum of three years of relevant industry experience. (Family office, wealth management or other experience working with high net worth families is preferred.) Organized and detail oriented while managing and completing multiple tasks simultaneously. Proactively and independently solve problems while exercising sound judgment. Demonstrated passion in high‐touch client service. Strong communication skills both written and verbal. Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning. Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future [c hoose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office. Compensation 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. 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 $110,000 - $150,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

This role sits within ICONIQ's venture & growth team, which partners with founders defining the future of their industries to transform the world. The Executive Assistant will support a General Partner and Principal on the investment team. This role is ideal for someone who is proactive, detail-oriented, and thrives in a fast-paced, entrepreneurial environment. What You'll Do: Manage complex, high-volume calendars and proactively coordinate internal and external meetings. Coordinate domestic and international travel arrangements, often on short notice. Maintain and track data in Salesforce, including logging meetings and action items. Collaborate cross-functionally with other assistants and team members at all levels of the firm. Implement systems that enhance administrative processes and increase team efficiency. Prepare and submit timely expense reports. Provide occasional off-hours support as needed. Support special projects and operational tasks Ideal Candidate Background: 5+ years of experience supporting senior executives, preferably in investment banking, private equity, or consulting. Experience juggling multiple calendars and managing logistics in a fast-paced environment. Highly organized, with a problem-solving mindset and strong time management skills. Strong interpersonal skills with the ability to build rapport across diverse teams. Professional presence and discretion in handling confidential information. Proficiency in Microsoft Office; familiarity with Salesforce is a plus. 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 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 $125,000-$140,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

Senior Analyst or Associate, Financial Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Financial Advisory (FA) team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight. You will be joining a collaborative advisory team that values learning, partnership and shared ownership. We work closely across levels and alongside specialists so that every client benefits from the full strength of the ICONIQ platform. This is a role for professionals who are energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel effortless, this is your opportunity to join a team built on trust, care, and excellence. Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right. Core Responsibilities for All Candidates: You will support clients across a broad set of investment, planning, and relationship activities, including: * Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials. * Assisting with investment operations, including trading coordination, cash flow monitoring, and private investment updates. * Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations. * Partnering with accountants, attorneys, and external advisors to gather information and support planning conversations. * Preparing client meeting materials, managing follow ups, and maintaining accurate data in Salesforce, Addepar, and other systems. * Collaborating closely with Investment Strategy Group, Legal, Compliance, and Operations to ensure seamless client service. If You Are a Senior Analyst: Senior Analysts take on increasing ownership, judgment, and communication responsibility. In addition to the core responsibilities, you will: * Own key deliverables such as preparing asset allocation reviews, rebalancing recommendations, and planning analyses. * Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based analyses. * Build knowledge of trusts, estate strategies, and gifting structures. * Participate in parts of client meetings and proactively identify opportunities such as refinancing, liquidity needs, or strategic planning considerations. * Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset. Sr. Analyst Qualifications: A bachelor's degree and 3+ years of relevant experience in financial services or wealth management. If You Are an Associate: Associates deepen their role as strategic advisors and trusted client partners. You will: * Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions. * Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the ICONIQ investment philosophy. * Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning. * Manage complex client processes such as 10b5 1 plans, lending evaluations, private investment coordination, and other high impact deliverables. * Coach junior teammates, strengthen team workflows, and help elevate the quality and clarity of client outputs. Associate Qualifications: A bachelor's degree and 5+ years of experience working with high net worth or ultra-high net worth clients. Who You Are: Across both levels, successful candidates demonstrate: * Strong analytical and communication skills and comfort explaining complex topics simply. * Strong attention to detail and a commitment to accuracy. * Intellectual curiosity, proactive thinking, and a passion for client service. * High integrity in handling confidential and sensitive information. * A collaborative mindset and enthusiasm for working as part of a team. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Compensation Range: 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 $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with a discretionary bonus and the benefits listed above. About ICONIQ Investment Management 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. 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. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

This role sits within ICONIQ's Human Capital team, which is dedicated to shaping our people strategy, enriching the employee experience, and fostering a high-performance, people-centered culture. As a Senior Analyst on the Employee Engagement & Development team, you'll play a key role in driving the efficiency and effectiveness of our Learning & Development initiatives-ensuring smooth operations, managing systems, coordinating logistics, and bringing learning programs to life. What You'll Do * Manage and maintain our learning and performance systems, ensuring smooth functionality and data consistency across platforms. * Oversee the logistics of training programs, including scheduling, communication, technology support, and materials coordination. * Track participation, certifications, and compliance, generating actionable reports and insights on program performance. * Support the execution of strategic learning initiatives by creating project timelines, tracking budgets, and communicating updates. * Develop and maintain learning materials such as job aids, process documentation, and multimedia resources. * Continuously evaluate and improve learning processes for greater efficiency and scalability. * Collaborate with cross-functional teams to ensure alignment with broader HR and business objectives. Ideal Candidate Background * Bachelor's degree in Human Resources, Education, Business Administration, or related field is a plus. * 3+ years of experience in learning operations, L&D, or HR, with proven success in system management and training logistics. * Experience with LMS platforms and strong technical aptitude, including familiarity with e-learning tools. * Skilled in analyzing learning data to inform strategy and decision-making. * Excellent project management, organizational, and communication skills. * Familiarity with budgeting processes and financial tracking. * Proficiency with Microsoft Office, collaboration platforms, and project management tools. What We Offer * Comprehensive Medical, Dental and Vision Insurance. * Life and disability insurance, mental health support, fertility benefits, and back-up childcare. * A matching 401(k) program. * Commuter Benefits. * Wellness and hybrid work support stipends. * Tuition reimbursement and professional development funding. * Smart-casual dress code. Location Applicants are expected to work onsite in our San Francisco, CA or New York, NY 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

ICONIQ Capital 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. About ICONIQ Investment Management 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. 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. The Opportunity: Financial Advisory, Senior Associate The Financial Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. Principal Responsibilities: * 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. * 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. Qualifications: * Seven to nine years of relevant professional services experience. * Passion for investment management and client service. * Detail-oriented and thorough. * Superior communication and analytical skills. * Highly motivated, trustworthy, intellectually curious, and mature. * Excellent academic background and strong cognitive ability. * Bachelor's degree. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future [choose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office. Compensation 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. 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 $170,000 - $200,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

ICONIQ Capital 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. About ICONIQ Investment Management 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. 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. The Opportunity: Family Office Advisory, Senior Analyst The Family Office Advisory Senior Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fast‐paced and dynamic environment. The Family Office Advisory Senior Analyst assists with driving client satisfaction by addressing client needs and goals with best in class solutions across lifestyle management, investments support, insurance, legal, tax, and wealth planning. The Family Office Advisory Senior Analyst also serves as a liaison to third‐party vendors including insurance brokers, attorneys, tax advisors, security providers, and concierge companies to help drive core projects to completion on behalf of clients. Principal Responsibilities: Client Service * With minimal supervision from the Associate or other senior team members, provide high touch, proactive support in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support. * Assist with the timely communication and execution of legal and tax strategies, including preparation of documentation related to wealth transfer strategies, tax planning and payments, asset protection and insurance, and philanthropic initiatives, with a focus on a high‐touch, seamless experience for the client. * Successfully adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally. * Deliver accurate, timely work product and document preparation with the highest level of attention to detail at all times. * Execute and achieve results on bespoke client requests, including unique or one‐off projects in collaboration with or under minimal direction from other team members. * 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. Client Operations * Partner with internal teams to execute new client onboarding and account transfers, and drive tactical account updates and maintenance tasks. * Manage cash balances daily, as well as provide private banking support across all accounts. * Collaborate with Client Treasury team members to process bill pay, investment funding, tax payments, and all cash disbursement requests. * Partner with internal teams to complete investment documents including subscription documents, purchase agreements, and investor support documentation. Team Collaboration * Partner with internal teams including investments, investment operations, client's operations, and family office human resources to coordinate client service processes and workflows. * Embody ICONIQ's entrepreneurial spirit through active participation in cross‐functional firm initiatives in support of the business. Documentation & Reporting * Maintain accurate and up‐to‐date client records in CRM and other firm systems at all times, including project tracking and reporting, with a rigorous focus on data integrity. Training & Mentorship * Assist in training and mentoring Client Analysts and any new hires on the Client Team. * Help new analysts understand how to efficiently use internal systems, follow processes, and to stay organized. Qualifications: * Bachelor's degree and a minimum of three years of relevant industry experience. (Family office, wealth management or other experience working with high net worth families is preferred.) * Organized and detail oriented while managing and completing multiple tasks simultaneously. * Proactively and independently solve problems while exercising sound judgment. * Demonstrated passion in high‐touch client service. * Strong communication skills both written and verbal. * Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning. * Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future [choose one: Financial Advisory/Family Office Advisory] roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office. Compensation 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. 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 $110,000 - $150,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

ICONIQ is seeking a high-performing recruiter to join our Talent Acquisition team with a focus on direct sourcing. This role is responsible for proactively building and maintaining pipelines of top-tier talent across key business areas while aligning deeply with hiring managers and commercial priorities. This role is best suited for an experienced recruiter who thrives on driving sourcing strategies for complex and high-impact roles, and who can balance execution with stakeholder influence. You will be a key contributor to ICONIQ's talent strategy by delivering exceptional candidate experiences, reducing external agency reliance, and helping build high-performing, inclusive teams. What You'll Do Partner closely with recruiters and hiring managers to understand business and talent needs, hiring priorities, and organizational goals. Execute direct sourcing strategies for high-impact roles, across wealth management, investment, business development and operational positions. Design and deliver custom research and outreach campaigns that reflect ICONIQ's values and talent brand. Leverage sourcing tools, techniques, and platforms to attract passive talent, including Boolean search, LinkedIn Recruiter, talent databases, and referrals. Engage and cultivate relationships with passive candidates, creating long-term interest pipelines aligned to business growth. Analyze and share market trends, competitor insights, and candidate expectations to influence recruiting decisions. Collaborate across the Human Capital team to align sourcing practices with broader workforce and inclusion strategies. Maintain accurate, real-time candidate data and sourcing metrics to inform continuous improvement and ensure visibility. Coach hiring teams on sourcing strategies, market dynamics, and best practices for structured, inclusive interviewing. Contribute to Talent Acquisition KPIs through candidate pipeline management and proactive sourcing. Develop and mentor recruitment team members on sourcing strategies, recruitment technology and market insights. Ideal Candidate Background 8+ years of relevant experience in sourcing or recruiting, preferably within Wealth Management. Demonstrated success aligning sourcing strategies with business priorities in fast-paced, high-performance environments. Advanced proficiency in sourcing tools and techniques, including Boolean search, CRM/ATS platforms, and talent intelligence tools. Excellent communication and interpersonal skills, with the ability to tailor messaging and build trust with diverse audiences. Strong commercial awareness and understanding of how to position opportunities competitively within the market. Highly organized and self-directed, with the ability to manage multiple searches and competing priorities with precision. Comfortable providing strategic input to stakeholders and influencing hiring decisions with data and insight. Detail-oriented and operationally disciplined, with a commitment to process integrity and a high standard of execution. 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 San Francisco, CA 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, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. 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 $160,000- $190,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.

This role will be a key member of the group reporting directly to the Senior Valuations Manager, while working closely with the Private Equity, Real Estate, and Investment Management teams to evaluate, analyze, and summarize valuation and performance results for ICONIQ's direct investment portfolio on a regular basis. What You'll Do: Develop subject matter expertise in all things valuation, including industry and investment specific valuation methodologies and reporting requirements. Specialization in equity, debt, real estate, and complex securities valuation. Own the beginning to end process for preparation of valuation memos for private equity fund investments and SPVs in accordance with valuation policy and ASC 820. Work with third party appraisers to obtain real estate property appraisals and perform fund level valuations. Manage iLevel data collection platform and analytics software tool. Prepare summary exhibits and assist with the quarterly valuation committee meetings to discuss proposed valuations and garner approval. Support the finance and investment teams with special projects including preparing materials for meetings and providing ad-hoc reporting with respect to company valuations and fund/investment performance metrics. Assist with back-testing and maintenance of valuation policy / procedures / governance. Ideal Candidate Background: 2+ years of experience in public accounting (valuations specialist / transaction services), valuations consulting, or related work experience at a PE/VC firm. Bachelor's degree with concentration in finance / accounting / economics / business. Working knowledge of Capital IQ / Factset / Bloomberg. CFA / ASA / CPA / CEIV is a plus. Experience with real estate / debt / complex security valuation is a plus. Technology / Real estate sector knowledge is a plus. 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 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 $120,000 - $130,000 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 [****************************************** and ICONIQ's Privacy Policies available here [************************************************ 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.