This role sits at the intersection of ICONIQ’s Investment Strategy and Client Advisory businesses, playing a critical role in shaping how our Multi-Strategy Investment Management platform is communicated and delivered
Job Summary
This role sits at the intersection of ICONIQ’s Investment Strategy and Client Advisory businesses, playing a critical role in shaping how our Multi-Strategy Investment Management platform is communicated and delivered.
The Investment Specialist will partner closely with investment teams, portfolio management, and cross-functional stakeholders to support investor relations, investment strategy, and platform communications by translating complex investment strategies, portfolio insights, and performance outcomes into clear, compelling narratives for internal stakeholders, clients, and prospective partners.
The role will serve as a central hub for content creation and organization, developing scalable resources across key areas such as investment strategy, portfolio construction, cash flow management, and broader family office solutions.
Matching Summary
This role sits at the intersection of ICONIQ’s Investment Strategy and Client Advisory businesses, playing a critical role in shaping how our Multi-Strategy Investment Management platform is communicated and delivered.
Salary
Base: $130,000 – $150,000; Bonus/Equity: discretionary bonus; Benefits: health insurance, and other perks
Skills & Requirements
Must-have
Translate complex investment strategies
Develop investor-facing materials
Partner with investment teams
Content creation and organization
Investor relations support
Nice-to-have
Leverage AI tools and technologies
Collaborate across teams and time zones
Key Requirements
4+ years of relevant experience
Strong understanding of capital markets
Experience developing investor-facing materials
Proven ability to work with investment professionals