Manage relevant client data, create and maintain centralized records that are comprehensive and precise.ĭevelop and maintain partnerships with other internal teams on client service processes, workflow and procedures. Perform investment operations, bill pay, and general money movement.Ĭoordinate subscription documents for private investments.Įxecute and manage the client on-boarding process, account openings and transfers.Ĭarry out the execution of ongoing payments for personal properties and LLCs.įacilitate timely responses and deliverables to Client Teams with a high degree of accuracy. This department will provide a growing number of high-touch services ultimately for clients of the firm, including account administration and investment operations.Ĭollaborate with internal teams to handle various client processes, including: The Client Operations team within the ICONIQ Capital Family Office serves a critical role in the organization’s strategic agenda. The Client Operations Analyst is a critical member of the Client Operations team, and she/he will execute a variety of projects and tasks related to client account administration and investment operations. The Opportunity: Client Operations Analyst 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.

Average analyst salary ICONIQ capital