ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
You will support clients across a wide range of family office, operational, and service needs, including:
What they're looking for
- Provide proactive support across lifestyle services, investment support, tax and legal strategies, and wealth planning needs with limited supervision
- Prepare and deliver documentation related to gifting, trusts, tax planning, insurance, and philanthropic initiatives
- Provide clear, polished, client ready materials
- Partner with internal teams to manage cash balances, private banking needs, and transaction processing
- Execute subscription documents, purchase agreements, and investor support materials
- Maintain rigorous documentation and ensure high data integrity across systems
More about this role
As a Senior Analyst or Associate within our Family Office Advisory (FOA) team, you will support some of the world’s most prominent individuals and families. You will help clients manage the personal, financial, and administrative dimensions of their lives with clarity, discretion, and care. From coordinating with advisors to ensuring critical details are handled seamlessly, you will be an integral partner in helping families navigate both everyday needs and meaningful moments.
You will join a collaborative team that values shared problem solving, continuous learning, and a deep commitment to service. We work closely across levels and alongside specialists throughout the firm so that every client benefits from the collective strength of the ICONIQ platform.
This role is ideal for professionals who are energized by complexity, motivated by service, and inspired by work that carries real impact on clients’ lives. If you take pride in anticipating needs, building trusted relationships, and making the intricate feel effortless, you will thrive on a team grounded in trust, care, and excellence.
Given our ongoing talent needs, we are consistently looking for high quality individuals to...
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