Teams at ICONIQ Capital

Owns Addepar portfolio management capabilities for complex client relationships. Responsibilities include architecting portfolio structures, reporting, dashboards, analytics, workflows, and data controls; maintaining data integrity; overseeing quality assurance for investment activity; and developing scalable procedures for family-office portfolios. The role requires deep Addepar expertise, investment and portfolio operations knowledge, and familiarity with public and private investments, valuations, commitments, capital activity, IRR, and TWR.

The Writer & Storyteller will create compelling editorial content on technology and innovation, collaborate across teams, and edit various formats to enhance thought leadership and audience engagement.

The Financial Advisory Analyst aids in client relationship management by preparing financial analyses, monitoring investment performance, and participatin in client interactions and trading activities.