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

About Investment Management

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.

As a Senior Analyst or Associate within our Business Development team, you will help drive the growth of ICONIQ Investment Management by identifying, engaging, and cultivating relationships with prospective clients. Operating at the intersection of relationship development, strategic analysis, and market intelligence, you will play a critical role in helping expand ICONIQ’s community of influential entrepreneurs, executives, investors, and families. You will partner closely with colleagues across Business Development, Client Advisory, Investment Management, Capital Markets, and Operations to develop thoughtful outreach strategies, evaluate prospective client opportunities, and support the firm’s long-term growth objectives.

This is a role for professionals who are intellectually curious, relationship-oriented, and energized by helping build something exceptional. If you enjoy connecting dots, uncovering opportunities, and partnering with high-performing teams to create meaningful outcomes, this is an opportunity to join a team built on trust, excellence, and uncommon care.

Given our ongoing talent needs, we are consistently looking for high-quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

• Conducting research to identify prospective clients and key relationship opportunities across the firm’s network and target markets.
• Monitoring industry developments, fundraising activity, liquidity events, executive transitions, mergers and acquisitions, and other relevant market activity.
• Analyzing prospective client balance sheets, investment portfolios, holding structures, and other financial materials to identify areas where ICONIQ can provide value.
• Preparing prospect materials, relationship summaries, meeting briefs, and customized presentations to support outreach efforts.
• Maintaining accurate prospect data, activity tracking, and reporting within Salesforce and other business development systems.
• Collaborating closely with Client Advisory, Investment Management, Capital Markets, and Operations teams to support prospect engagement efforts.
• Supporting special projects, market mapping exercises, strategic analyses, and other growth initiatives.

• Independently manage prospect research and qualification efforts across priority markets and target client segments.
• Develop thoughtful analyses of prospective client portfolios and financial situations to help identify opportunities for engagement.
• Support relationship development efforts through meeting preparation, follow-up coordination, and prospect pipeline management.
• Partner with senior team members to develop customized outreach strategies and client materials.
• Analyze business development activity and pipeline metrics to help inform team strategy and priorities.
• Mentor junior team members on research processes, systems, and business development best practices.

• Bachelor’s degree and 3+ years of relevant experience in investment management, wealth management, private equity, investment banking, consulting, business development, or related financial services roles.
• Strong analytical and research skills.
• Excellent written and verbal communication skills.
• Ability to synthesize complex information into clear, actionable insights.

• Help drive business development initiatives from sourcing through engagement, working closely with senior team members to advance prospective client relationships.
• Develop and execute targeted outreach strategies designed to expand ICONIQ’s network…