![]() Strong interpersonal and communication skills, as well as an enthusiasm for learning.Ĭompensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks.Excellent organizational, prioritization, and time management skills.Critical thinker with a strong work ethic.Proven ability to work both collaboratively and independently in a fast-paced and high-volume environment with an emphasis on accuracy and meeting deadlines. ![]() 2 years of accounting experience with a focus on accounts payable.Bachelor's degree in Accounting or similar technical business degree.Promote and ensure respect for client privacy and confidentiality in all matters.Manage, coordinate, and assist with Client Treasury and Reporting special projects.Coordinate with client team and vendors to resolve account issues as needed.Analysts by performing cashiering/bill pay for other Family Office clients. Provide back-up support for Client Treasury and Reporting Analysts/Sr.Assist with urgent requests by providing organized and accurate analysis on an ad-hoc basis.Work with other team members regarding financial policy and procedures, including sharing and maintaining best practices.Develop a thorough understanding of assigned client's expectations and preferences to ensure tailored execution.Track all related payments and expenditures, including invoices, statements, investment activity, etc.bill pay, wires, checks, and other transfers) for large family office client(s) in an organized and timely manner. The position is a critical member of the Client Treasury and Reporting Team, which provides bill pay services to family office clients. The Opportunity: Analyst, Client Treasury & Reporting 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.
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