iconiq
Senior Analyst - Associate, Family Office Advisory (New York and San Francisco)
At a Glance
- Location
- United States
- Compensation
- f the current salary range is $110,000 - $150,000 together with a discretionary
- Posted
- 2026-02-09T16:48:05-05:00
Benefits & Perks
iscretionary bonus, health insurance, and other perks. There are several fac
Requirements
Demonstrated passion in high‐touch client service.
Responsibilities
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 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 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.
About the Company
ICONIQ Capital is a global investment firm elevated by an extraordinary community. 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.
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. 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.