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The ISG Investment Associate will develop the technical and core competencies to support the entire investment program, including: investment selection, fund and co-investment due diligence and monitoring, asset allocation, performance analysis, risk management, macro and market research, and portfolio strategy. Experience with Fidelity Wealthscape and Salesforce a plus.The Investment Strategy Group (ISG) is responsible for leading strategic asset allocation and investment selection for ICONIQ’s family office platform.
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Serve as a liaison between clients and their advisors in executing wealth transfer strategies, asset protection, philanthropic initiatives, and other complex issues.Cultivate partnerships with accountants, lawyers, and other client advisors and service providers.Develop and maintain trusted relationships with key client intermediaries such as estate managers, chiefs of staff, and executive assistants.Drive high client satisfaction through excellent customer service, prompt follow-up on client issues, and proactive problem solving.She loves her dog Zeus, is best friends with her mom, and has the cheesiest anniversary ever with. If you know her, she moves at a million miles an hour, has a heart of gold, and has coffee running through her veins most seconds of the day. It functions as a family office that provides wealth. Execute client service strategy, track client team goals, and monitor trends that will impact future client needs. This is a direct position working with Amanda, ICONIQ’s Founder. ICONIQ Capital is an American wealth management and investment firm based in San Francisco, California.Develop a deep understanding of assigned clients’ expectations and preferences in order to serve as a knowledgeable client advocate and ensure tailored execution.Serve as a key point of contact for day-to-day client service needs.Support Relationship Managers on large family office client relationships and/or manage operations for smaller relationships.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. The Opportunity: Family Office Advisory, Senior Associate ICONIQ Capital provides investment advisory and family office services, and manages direct investments with a focus on technology growth equity, venture capital. Our deep connection with our families extends through advisory services and strategies to guide their lives, philanthropy, and legacy. ICONIQ Family Office’s goal is to build resilient portfolios that compound returns from diverse sources, across public and private markets. We create solutions and seek investment opportunities that harness differentiated capital and the strategic value of the ICONIQ Capital global network. ICONIQ Family Office advises and invests on behalf of some of the world’s most influential families.