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Associate, Financial Advisory at ICONIQ - ApplyBlast

Associate, Financial Advisory

ICONIQ

4 days ago

3.6 on Glassdoor

San Francisco, California, United States

Hybrid

Full Time

Medior

0 applicants

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About this role

The Financial Advisory Associate serves as a key member of the relationship management team, leading and enhancing Addepar portfolio management capabilities for ICONIQ's largest and most complex client relationships. This role combines deep Addepar expertise with investment and portfolio operations knowledge to oversee portfolio structures, reporting, analytics, data integrity, and workflows. The Associate develops scalable solutions and best practices to enhance the client experience across ICONIQ.

Responsibilities

Architect and maintain sophisticated portfolio structures and reporting frameworks within Addepar
Oversee comprehensive quality assurance of portfolio data processes and investment activity
Serve as primary Addepar subject-matter expert for complex client relationships

Skills

About ICONIQ

iconiqcapital.com

Company Size

1-10 employees

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ICONIQ is a global investment firm that catalyzes opportunity through an extraordinary community, combining capital, advice, and networks to support founders, executives, and institutions. It provides investment management across public and private markets alongside wealth and family office services, capital formation, and strategic advisory. The firm emphasizes long‑term partnerships and leverages its community and operational expertise to help companies scale and clients preserve and grow wealth.