ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
Across both levels, you will contribute to business development activities including: Senior Analysts build a strong foundation across sourcing, qualification, and analysis while taking increasing ownership of business development workstreams. You will:
What they're looking for
- Bachelor’s degree and 2+ years of experience in investment management or a related financial services environment
- Demonstrated leadership, initiative, and entrepreneurial ability
- Advanced PowerPoint and Excel skills
- Independently identify and develop prospective client opportunities through research, market intelligence, and relationship mapping
- Partner with senior members of the Business Development and Investment Management teams to develop strategies for priority prospective relationships
- Participate in prospect interactions, helping prepare for meetings, identify opportunities, develop follow-up strategies, and advance relationships through the business development process
More about this role
As a Senior Analyst or Associate within our Client Development (Business Development) team, you will help identify and develop prospective client relationships, contributing across the business development lifecycle from sourcing and qualification through prospect engagement. You will combine research, analysis, and market intelligence with a commercial mindset to identify opportunities where ICONIQ can add differentiated value.
This role sits within Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
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.
Across both levels, you will contribute to business development activities including:
- Identifying prospective client opportunities through research, market intelligence, and ICONIQ’s extensive network.
- Monitoring key industry and market activity, including fundraising rounds, mergers and acquisitions, initial...
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