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Associate, Financial Planning & Analysis
$146k-183k (estimate)
Full Time | Business Services
Just Posted
ICONIQ Capital is Hiring an Associate, Financial Planning & Analysis Near San Francisco, CA
This role will join their corporate finance team and primarily support all businesses across the Firm. In addition, this position will engage with the entire finance function within ICONIQ and various teams across the organization, including strategy teams for decision support projects.
What You'll Do:
Compensation 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. 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 $130,000 - 145,000 together with a discretionary bonus and a comprehensive benefits program.
About ICONIQ CapitalICONIQ Capital 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.
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 the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
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. 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.
What You'll Do:
- Own production of key financial reports on a monthly- and quarterly-basis.
- Update the Firm's forecast on a monthly/quarterly basis understanding the key vendors and/or cost drivers for each group, combined with understanding actual expenses to date, in order to develop an accurate forecast.
- Help lead annual budget for ICONIQ like creating presentations for partners and senior management that introduces the budget and explains key drivers.
- Regularly perform analyses and/or create exhibits in response to one-off partner and senior management queries.
- Manage and execute one-off decision support projects to help guide strategy for the Firm.
- Liaise with internal teams (e.g. Fund Accounting, Investment teams, Human Resources, Operations, Technology) to obtain up to date information for reports and ensure alignment on information.
- 5 years of experience in FP&A, Consulting, Fund Accounting, or similar role.
- Advanced Excel (comfortable with cleaning and manipulating large data sets, pivot tables, lookups, multiple nested if statements, charts, graphs, and financial modeling).
- Experience with long-term planning models, coordinating across teams to align on short- and long-term assumptions, and allocating department costs across funds.
- Experience with margin and variance analyses, and proactive in investigating the "why."
- Desire to help build out FP&A function in a fast growing and dynamic organization.
- FP&A experience at a global investment company strongly preferred.
- 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.
Compensation 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. 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 $130,000 - 145,000 together with a discretionary bonus and a comprehensive benefits program.
About ICONIQ CapitalICONIQ Capital 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.
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 the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ's Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
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. 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.
Job Summary
JOB TYPE
Full Time
INDUSTRY
Business Services
SALARY
$146k-183k (estimate)
POST DATE
05/30/2024
EXPIRATION DATE
06/27/2024
WEBSITE
iconiqcapital.com
HEADQUARTERS
SAN FRANCISCO, CA
SIZE
200 - 500
FOUNDED
2011
TYPE
Investment Company
CEO
DIVESH MAKAN
REVENUE
$10M - $50M
INDUSTRY
Business Services
Related Companies
About ICONIQ Capital
ICONIQ Capital is a California-based investment company that provides services such as financial advisory and wealth management for individuals and businesses.
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The following is the career advancement route for Associate, Financial Planning & Analysis positions, which can be used as a reference in future career path planning. As an Associate, Financial Planning & Analysis, it can be promoted into senior positions as a Top Financial Analysis Executive that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Associate, Financial Planning & Analysis. You can explore the career advancement for an Associate, Financial Planning & Analysis below and select your interested title to get hiring information.
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