Senior Analyst, Client Operations

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

OPEN POSITION: Client Operations Analyst

The Client Operations Senior Analyst is a critical member of the Client Operations team, and she/he will execute a variety of projects and tasks related to account administration and investment operations.  The Client Operations team within the ICONIQ Capital Family Office serves a critical role in the organization’s strategic agenda. This department will provide a growing number of high-touch services ultimately for clients of the firm, including account administration and investment operations.  

PRINCIPAL RESPONSIBILITIES:

• Collaborate with internal teams to handle various client processes, including:
  • Coordinate subscription documents for private investments.
  • Perform investment operations, bill pay, and general money movement.
  • Execute and manage the client on-boarding process, account openings and transfers.
• Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy.
• Manage relevant client data, create and maintain centralized records that are comprehensive and precise.
• Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures.
• Partner closely with select external service providers.
• Effectively prioritize tasks and projects for clients and manage expectations with Client Teams.
• Promote and ensure respect for client privacy and confidentiality in all matters.
• Be an engaged culture carrier and participate in firm-wide initiatives.
• Possibility of minimal travel to other domestic ICONIQ offices.

QUALIFICATIONS:

• Excellent interpersonal and communication skills and ability to learn quickly and execute efficiently.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees across multiple offices and time zones, as well as independently, to exceed clients’ expectations.
• Detail-oriented, organized, results driven and solution-oriented.
• Highly dependable, trustworthy, accountable and mature.
• Desire to work in a team oriented and fast-paced environment with ability to multi-task.
• Bachelor’s degree and a minimum of 5 years of relevant work experience.
• Authorized to work permanently in the U.S.

LOCATION:

• New York, NY

Effective 9/30/2021, all job offers shall be contingent upon the job applicant submitting proof that they are fully vaccinated by their start date or have obtained an approved medical or religious exemption as an accommodation.  Per CDC Guidance,  people are considered fully vaccinated for COVID-19 ≥2 weeks after they have received the second dose in a 2-dose series (Pfizer-BioNTech or Moderna), or ≥2 weeks after they have received a single-dose vaccine (Johnson & Johnson [J&J]/Janssen).  At present, only fully vaccinated employees are allowed in the Firm’s offices.