Analyst, Client Coordination

The Client Coordination Analyst is a critical member of the client support team for high-net worth and ultra-high-net worth families, philanthropies and their staff. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community. What You’ll Do: Provide general, ad hoc operational and administrative support to client team members advising a select number of complex clients Drive document preparation and signature facilitation for a range of client critical solutions, including contracts, grants, scholarships, NDAs, and other legal agreements Liaise with external advisors and service providers for review of documents, contracts, NDAs and legal agreements in conjunction with client team members Assist in comprehensive record-keeping, including electronically filing and organizing all e