Senior Analyst, Client Operations

This role sits within ICONIQ Business Operations, where the Client Operations team plays a critical role in supporting the firm’s high-touch service model. The team ensures seamless execution of account administration, investment operations, and onboarding for our clients. As a Senior Analyst, you will contribute directly to the firm’s ability to deliver exceptional service and operational excellence.

What You’ll Do:

• Coordinate subscription documentation and transactions for private investments.


• Manage day-to-day investment operations including bill pay, money movement, and transaction processing.


• Execute and support the client onboarding process, including account openings and transfers.


• Maintain and update client data, ensuring centralized records are complete and accurate.


• Partner closely with Client Teams and internal departments to ensure timely and precise deliverables.


• Build and maintain relationships with external service providers to support client operations.


• Prioritize and manage multiple projects and workflows in a deadline-driven environment.


• Support a culture of confidentiality, responsiveness, and collaboration across the team.

Ideal Candidate Background:

• Minimum of 5 years of relevant experience in investment operations, account administration, or a related field.


• Bachelor’s degree required.


• Proven ability to manage multiple responsibilities with accuracy and efficiency.


• Strong interpersonal and communication skills; works well independently and collaboratively.


• Highly organized, dependable, and solutions-oriented.


• Enthusiastic about working in a fast-paced, team-based environment.


• Authorized to work permanently in the U.S.

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 our New York 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 $100,000 - $115,000 together with the benefits listed above. 

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. 

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]. 

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.