Senior Analyst- Associate, Client Development (New York and San Francisco)

The role

You will identify and develop prospective client relationships through research, analysis, and market intelligence. This role supports the business development lifecycle within the Investment Management division.

What you will do

• Identify prospective client opportunities through research and market intelligence
• Monitor industry and market activity including fundraising, M&A, and IPOs
• Conduct research on prospective clients using PitchBook, Salesforce, WealthX, and SEC filings
• Review prospect financial materials to identify opportunities
• Partner with Business Development, Investment Management, Capital Markets, and Operations
• Develop customized analyses, presentations, and materials
• Support market mapping and prospect prioritization
• Maintain accurate prospect information in key systems

Required qualifications

• Bachelor’s degree
• 2+ years of experience in investment management or a related financial services environment for Senior Analyst
• 5+ years of experience in investment management, private equity, investment banking, consulting, or another relevant financial services environment for Associate
• Advanced PowerPoint and Excel skills
• Demonstrated leadership, initiative, and entrepreneurial ability
• Strong analytical skills
• Strong interpersonal and communication skills

Nice to have

• Familiarity with AI tools and technologies

Benefits

• Medical, Dental and Vision Insurance
• Life and disability insurance coverage
• Mental health benefits
• Fertility benefits
• Back-up childcare
• Matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• Professional designations/certifications support
• Tuition reimbursement
• Allocation for books and supplies for coursework
• Smart-casual dress code

Before you apply

• This opening is intended to pipeline candidates for future opportunities
• We will reach out when the timing is right

About the company

ICONIQ is a global investment firm with over $100B assets under management. They partner with entrepreneurs and manage client lives and legacies.