Summit: $5b fund and like TA performance has been excellent. They chase some brand names and pay stupid prices sometimes They do everything from PE to classic late stage VC. GA: another pioneer, massive AUM now and very well regarded and global. Really strong performance but they are basically a PE fund and call themselves that (check their website) TA: pioneered growth equity and has $8.5b fund now. Major GE firms: the largest and most established I think a lot of people don’t understand the difference between the two. The late stage VC version (Iconiq, Sequoia, etc) provides mostly primary capital to high growth mainly tech businesses that are unprofitable but have product-market fit. The classic growth equity firm (TA, Summit, etc) likes to buy secondary in growing, profitable companies. 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.There are really two types of growth equity firms. 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. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here and ICONIQ’s Privacy Policies available here. 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. A reasonable estimate of the current salary range is $90,000 - $105,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. 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. Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.Ĭompensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. Highly motivated, trustworthy, intellectually curious, and mature.Įxcellent academic background and strong cognitive ability. Superior communication and analytical skills. Passion for investment management and client service. Two years of relevant professional/financial services experience. Gather, prepare, and coordinate client tax data and documentation.īe exposed to and involved in direct private investments, client interactions, and other critical family office operations. Participate in equity and option trading activities with increasing responsibilities for investment execution. Perform ad hoc analyses for clients’ financial and estate planning needs. Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.ĭevelop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication. Prepare client balance sheets and develop asset allocation analyses. The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Financial Advisory, Analyst 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. 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. 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. ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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