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. ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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