About this Senior Associate, Financial Advisory role at ICONIQ
About ICONIQ:
ICONIQ 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.
About ICONIQ Investment Management:
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.
The Opportunity: Financial Advisory, Senior Associate
The Financial Advisory, Senior Associate is a critical member of the client coverage team for high net worth and ultra-high net worth clients.
Principal Responsibilities:
- Prepare client balance sheets and develop asset allocation analyses.
- Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
- Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
- Lead and support comprehensive analyses for clients’ financial and estate planning needs, including liquidity planning, cash flow forecasting, entity-level analysis, tax-aware considerations, wealth transfer strategies, and scenario modeling to inform client decision-making.
- Strong understanding and familiarity with capital markets trading (stock, bonds, structured notes, FX) with increasing responsibilities for investment execution.
- Gather, prepare, and coordinate client tax data and documentation.
- Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.
- Mentor and guide junior team members on client deliverables and day-to-day workflows.
Qualifications:
- 10 to 12 years of relevant professional services experience. We are also open to considering candidates at the Associate level for this role, depending on experience.
- Passion for investment management and client service.
- Detail-oriented and thorough.
- Superior communication and analytical skills.
- Highly motivated, trustworthy, intellectually curious and mature.
- Excellent academic background and strong cognitive ability.
- Bachelor's degree.
Location:
Applicants are expected to work onsite in our Singapore office in accordance with our hybrid working policy.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B 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.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.