Analyst, Financial Planning & Analysis
ICONIQ Capital
$90,000 - $110,000 / year
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Description
ICONIQ is seeking an Analyst to join our Corporate Finance team, with a focus on the systems, data, and analytical infrastructure that support our financial planning and analysis capabilities. This is an opportunity for someone who combines strong financial and analytical skills with technical curiosity and an interest in building scalable processes and tools. As a member of a small, highly visible team, you’ll help support and expand our enterprise planning platform and related data infrastructure, enabling forecasting, budgeting, management reporting, and strategic analysis. Following our recent migration to Pigment, the team is continuing to modernize how ICONIQ plans, reports, and measures performance.
What You’ll Do
- Support and enhance our enterprise planning platform, including model 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.
Ideal Candidate Background
- 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.
What We Offer:
- 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.
About ICONIQ
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 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].
Use of AI in the Application Process
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.
Equal Employment Opportunity Statement:
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 organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
Benefits
- health insurance
- vision insurance
- 401(k)
- tuition reimbursement
- disability insurance
About this role
# About This Role
ICONIQ Capital's Corporate Finance team is modernizing its financial planning infrastructure following a recent migration to Pigment. This role focuses on the systems, data, and analytical backbone that enable forecasting, budgeting, and strategic reporting across the firm. You'll own model development, data integrations, dashboards, and reporting workflows—working on both the technical infrastructure and the business analysis that drives decision-making for senior stakeholders. The position sits at the intersection of finance and data engineering, requiring you to move fluidly between SQL queries, Excel modeling, and cross-functional collaboration.
The ideal candidate brings at least two years in financial planning, business intelligence, data analytics, or finance transformation, with strong SQL and Excel capabilities. Experience with planning platforms like Pigment or Adaptive Planning is valuable, as is familiarity with data warehousing tools like Snowflake. Beyond technical skills, you'll need structured problem-solving ability, curiosity about emerging technologies including AI, and the communication skills to translate complex data work for non-technical partners across investment, operations, and accounting teams.
This is a hybrid role in New York with a salary range of $90,000–$120,000, plus comprehensive medical, dental, vision, life and disability insurance, 401(k) matching, wellness stipends, and professional development support. The role suits someone who enjoys building scalable processes and wants to work on high-visibility projects within a small, collaborative team at a $100B+ asset management firm.
How this employer is doing
solid
- H1B: Sponsors Visas
- Recently Raised Funding
- Sponsors Visas
In the news
Ramp in talks to raise $750M from GIC, Iconiq Capital at over $40B valuation: report, Tech Funding News
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Pay for this role
$90,000 to $110,000 per year
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