Partner with internal teams to implement operations for client matters including investments, financial planning, philanthropy, risk management and banking solutions.Develop basic working advisory knowledge of trusts and LLCs, including assisting with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements.Execute creatively and thoughtfully to achieve results on bespoke client requests, including unique or one-off projects in collaboration with or under the direction of other team members.Adapt personal communication style to meet the needs and concerns of different audiences, both internally and externally.Assist with the timely communication and execution of financial planning 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.Under the supervision of experienced team members, provide high touch, proactive service in delivering solutions for all aspects of client relationships, including lifestyle services, wealth strategy, and investments support.The Analyst, in collaboration with experienced team members, also helps support third-party vendor relationships on behalf of clients, serving as a liaison with concierge companies, attorneys, security providers, insurance brokers, and tax advisors to help drive core projects to completion on behalf of clients. The Analyst assists in delivering bespoke, best-in-class solutions for clients across lifestyle management, philanthropy, investments support, financial operations and wealth planning. The Analyst is a key member of the Iconiq Family Office client team, focused on delivering the highest level of service to our ultra-high-net-worth clients in a fast-paced and dynamic environment. Opportunity: Client Service Analyst - Family Office Advisory Team 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. *For this opening we are looking for college Seniors graduating in Winter 2022/Spring 2023*

ICONIQ capital client analyst salary