Associate, Financial Advisory
ICONIQ · San Francisco EN
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In brief
ICONIQ is hiring: Associate, Financial Advisory in San Francisco.
Duties
- Serve as the primary Addepar subject-matter expert and owner for a select group of complex client relationships.
- Architect and maintain sophisticated portfolio structures, ownership hierarchies, reporting frameworks, dashboards, analytics, and workflows within…
- Own the integrity and usability of portfolio data supporting assigned client relationships, including both internally and externally maintained data.
- Oversee and perform comprehensive quality assurance of portfolio data processes, including asset setup, security attributes, valuations…
- Establish rigorous controls, documentation, and operating procedures appropriate for highly complex single-family-office portfolios.
Excerpt from the ad
The Financial Advisory Associate is a key member of the relationship management team, responsible for leading and enhancing Addepar portfolio management capabilities for some of ICONIQ's largest and most complex client…
Source: ad by ICONIQ, published on Careers pages (ATS). MakeYouFirst summarises this ad; the advertiser remains responsible for its content.
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