This role will join their corporate finance team and primarily support all businesses across the Firm. In addition, this position will engage with the entire finance function within ICONIQ and various teams across the organization, including strategy teams for decision support projects.


What You’ll Do:

  • Produce key financial reports on a monthly and quarterly basis.
  • Help team update the firm’s forecast on at least a quarterly basis that requires understanding the key vendors and/or cost drivers for each group, combined with understanding actual expenses to date, to develop an accurate forecast.
  • Help produce annual budget for ICONIQ like creating presentations for partners and senior management that introduces the budget and explains key drivers.
  • Regularly perform analyses and/or create exhibits in response to one-off partner and senior management queries.
  • Manage or help manage one-off projects aimed at improving the team’s or firm’s infrastructure and processes.
  • Liaise with several other teams (e.g. Family Office Finance, Investment Strategy Group, Human Resource, Operations, IT) to obtain up to date information for reports and ensure alignment on information.


Ideal Candidate Background:

  • 2+ years of experience in reporting or similar role with a bachelor’s degree concentrated in accounting, economics, finance or similar field.
  • Desire to help build out FP&A function in a fast growing and dynamic organization.
  • Excel-Advanced (comfortable with manipulating large data sets, pivot tables, V-lookups, index formulas, charts, graphs, and financial modeling).
  • Experience with margin and variance analyses and proactive in investigating the “why.”
  • Knowledge of Intacct, Adaptive, Alteryx, Tableau and other visualization tools is a plus.


What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • A matching 401(k) program.
  • Commuter Benefits program.
  • Stipends to support wellness and hybrid working arrangements.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • Smart-casual dress code.


Location: Applicants are expected to work onsite in either our New York or San Francisco office in accordance with our hybrid working policy.


Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $90,000 - $100,000 together with the benefits listed above.


About ICONIQ Capital

ICONIQ Capital 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. 


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 [] and ICONIQ’s Privacy Policies available here []. 


ICONIQ Capital, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.  The Company is committed to complying with its obligations under the Americans with Disabilities Act and will make reasonable accommodations for qualified individuals with known disabilities as required by law. 

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