Senior Analyst, Family Office Advisory

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:

Family Office Advisory, Senior Analyst.

The Family Office Advisory (FOA) Sr. Analyst is a key member of the family office client team, focused on delivering the highest level of service to clients in a fast‐paced and dynamic environment. The Family Office Advisory Sr. Analyst assists with driving client satisfaction by addressing client needs and goals with best-in-class solutions across lifestyle management, investments support, insurance, legal, tax, and wealth planning. The Family Office Advisory Sr. Analyst also serves as a liaison to third‐party vendors including insurance brokers, attorneys, tax advisors, security providers, and concierge companies to help drive core projects to completion on behalf of clients.

Principal Responsibilities:

Client Services & Advisory

• Work in tandem with senior team leads including Family Office Specialists (FOS) and Vice President FOAs to advise and execute on key client goals and needs.
• Liaise with legal counsel and tax advisers to implement wealth transfer strategies, tax planning, asset protection, and philanthropic initiatives with focus on high-touch seamless service.
• Deepen relationships with clients and key client contacts including Estate Managers, Chiefs of Staff, Personal Assistants, and Executive Assistants through proactive thinking, best in class service delivery and solutions-oriented approach.
• Lead team members and execute to deliver results on bespoke client requests, including unique or one‐off projects in collaboration with or under the direction of other team members.
• Develop expanded working knowledge of trusts, such as Revocable and Irrevocable Trust Jurisdictions, Grantor Retained Annuity Trusts, Delaware Trusts, Limited Liability Companies, MAS Section 13 U/O/D family tax incentive schemes, gifting, promissory notes, pre- or post‐nuptial agreements etc.

Client Operations

• Complete investment documents including subscription documents, purchase agreements, investor support documentation, and maintain up to date KYC regulatory documentation.
• Oversee new client onboarding and account transfer process.
• Work closely with the Legal and Compliance team to ensure adherence to regulatory/compliance requirements and conduct accurate CDD refresh in a timely manner.
• Manage cash balances and private banking relationships across all accounts, process ad hoc money movements requests and work together with Financial Advisors (FA)/FOS/Client Operations team to address account reconciliation requests.
• Develop expanded knowledge of Investment Management Agreement with clients, understanding the terms and management fee structure.

Team Collaboration

• Develop working partnerships with internal teams including the Fund Finance team, Client Operations, Fund Operations, Legal and Compliance team etc., to coordinate client service processes and workflows.
• Embody ICONIQ's entrepreneurial spirit through active participation in cross‐functional firm initiatives in support of the business.

Documentation & Reporting

• Maintain accurate and up‐to‐date client records in CRM and other firm systems at all times, with a rigorous focus on data integrity.
• Maintain a basic knowledge of Addepar investment reporting. Help prepare review dashboard and custom family office/Trust & Estate related slides (as needed) for client meetings.

Training and Mentorship

• Serve as a mentor and technical resource to Analysts through training, answering questions, proactive knowledge sharing, and general developmental support.

Qualifications:

• Bachelor's degree with a minimum of 3 years of relevant industry experience. (Family office, wealth management or other experience working with high-net-worth families is preferred.
• Organized and detail oriented while managing and completing multiple tasks simultaneously.
• Proactively and independently solve problems while exercising sound judgment.
• Demonstrated passion in high‐touch client service.
• Strong communication skills both written and verbal.
• Fluency in Mandarin and/or Cantonese language is preferred to allow for effective communication with clients from the Greater China Region.
• Excellent interpersonal skills, enthusiasm, and a strong aptitude for learning.
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations.

Location:

Singapore.