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.Īssist 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. 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. 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 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 Opportunity: Senior Analyst, Family Office Advisory 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. 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. 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. Problem Solving: Analyzing and identifying the root cause of problems and applying critical thinking skills to solve problems.ICONIQ Capital is a global investment firm elevated by an extraordinary community.Agile: Agile is a development process where feedback is continuously gathered from users to create the best user experience. ![]() Project management has final deliverables that are constrained to a finite timescale and budget.
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