Analyst, Financial Planning & Analysis

About ICONIQ ICONIQ is a global investment firm catalyzing opportunity through extraordinary community. We partner with visionaries transforming industries, manage our client’s lives and legacies, seek to deliver exceptional investment portfolios, build where technology disruption creates uncommon outcomes, and champion collaborative philanthropy for outsized impact. Together, our goal is to harness the differentiated capital and strategic strength of the ICONIQ community to turn bold ideas into world-changing realities. Disclaimer: https://bit.ly/3H4dQj0

ICONIQ

ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.

I

iconiq.com

201-500 employees

Investment Management

San Francisco, California

2011

Privately Held

97k LinkedIn followers

Raised $8.6B

• development, calculations, integrations, data management, user access, and
• new planning and reporting use cases.
• Build financial reporting, dashboards, models, and analyses that give senior
• stakeholders greater visibility into resourcing, profitability, cost drivers,
• and other key business metrics.
• Help manage firmwide time tracking and allocations, maintaining data flows
• and calculation logic and supporting accurate department- and client-level
• allocation data.
• Develop and maintain data flows across source systems, our data warehouse,
• and enterprise planning platform to enable accurate, scalable financial
• planning and reporting.
• Support monthly and quarterly reporting, forecasting, and annual budgeting by
• maintaining planning models, coordinating inputs, analyzing results, and
• preparing materials for senior stakeholders.
• Identify opportunities to automate manual processes, strengthen data quality
• and controls, streamline workflows, and reduce reliance on offline
• spreadsheets.
• Explore and apply artificial intelligence and other emerging technologies to
• improve financial reporting, analysis, and data workflows.
• Partner with colleagues across Investment Management, Human Capital,
• Operations, Technology, and Accounting to gather requirements, resolve data
• issues, and deliver high-quality planning and reporting solutions with
• uncommon care.
• 2+ years of relevant experience in financial planning and analysis, financial
• systems, business intelligence, data analytics, finance transformation, or a
• similarly analytical role.
• Strong structured problem-solving skills and the ability to investigate
• underlying business drivers and translate findings into actionable insights.
• Strong Structured Query Language skills and experience working with large,
• complex data sets.
• Advanced Excel skills, including data manipulation, pivot tables, formulas,
• charts, and financial modeling.
• Experience with financial planning, reporting, or business intelligence
• systems; experience with Pigment, Adaptive Planning, Snowflake, Hex, or
• similar tools is a plus.
• Ability to understand how systems, data, and financial processes connect,
• coupled with the technical curiosity to quickly learn new platforms and
• concepts.
• Ability to communicate technical and analytical concepts clearly to
• non-technical stakeholders and collaborate effectively across functions,
• offices, and time zones.
• Bachelor’s degree in finance, economics, accounting, analytics, information
• systems, or a related field.
• Familiarity with artificial intelligence tools and technologies is a plus; we
• value people who are curious about using these tools to enhance productivity,
• streamline workflows, and drive innovation.

• Comprehensive Medical, Dental and Vision Insurance starting on your first day
• of employment.
• 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 $90,000 - $110,000 together with the benefits listed above.
• ICONIQ is a global investment firm elevated by an extraordinary community. With
• over $100B 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
• We expect candidates to be fluent in using AI tools to enhance their work.
• You’re welcome to use AI in preparing your application where it adds value, but
• your materials must be accurate and reflect your own experience, judgement and
• voice.
• We care most about how you think, what you’ve personally contributed, and how
• you use tools like AI to drive better outcomes. Strong candidates demonstrate
• both authenticity and leverage, using AI to elevate their work while maintaining
• clear ownership.
• Throughout the interview process, you should be prepared to speak in depth about
• your experience and contributions in your own words.
• 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