ICONIQ · 1 day ago
Senior Analyst, Client Operations
New York, NY
Full-time
Hybrid
Mid, Senior Level
$100K/yr - $115K/yr
5+ years expICONIQ is a company focused on high-touch service models in business operations, and they are seeking a Senior Analyst for their Client Operations team. The role involves supporting account administration, investment operations, and client onboarding to ensure exceptional service and operational excellence.
FinanceInternetReal EstateVenture Capital
Responsibilities
Collaborate with internal teams to handle various client processes, including:
Investment operations and money movement
Subscription documents and AML/KYC process for private investments
Client onboarding process, account openings, and transfers
Ongoing payments for personal properties and LLCs
Facilitate timely responses and deliverables to Client Teams with a high degree of accuracy
Manage relevant client data, create and maintain centralized records that are comprehensive and precise
Develop and maintain partnerships with other internal teams on client service processes, workflow and procedures
Partner closely with select external service providers
Effectively prioritize tasks and projects for clients and manage expectations with Client Teams
Promote and ensure respect for client privacy and confidentiality in all matters
Be an engaged culture carrier and participate in firm-wide initiatives
Contribute to the ongoing development of internal systems
Qualification
Required
Bachelor's degree and 5+ years of relevant work experience
Direct experience with the client onboarding process including new account openings, transfer of assets from prior custodian(s), and initial population of CRM systems
Experience with the full scope of cashiering and money movements, including the drafting of instructions and execution of foreign currency transactions
Familiarity with subscription documents for alternative investments and accompanying AML/KYC process
Benefits
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.
Company
ICONIQ
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
201-500 employees
H1B Sponsorship
ICONIQ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (5)
2022 (11)
2021 (9)
2020 (5)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Dyal Capital Partners
2020-11-10Private Equity
Leadership Team
Caroline Xie
General Partner, ICONIQ
Doug Pepper
General Partner
Recent News
thesaasnews.com
2026-01-08
Crunchbase News
2026-01-02
Company data provided by crunchbase