Associate, Investment Specialist

ICONIQ•New York, NY

1d•$130,000 - $150,000•Hybrid

About The Position

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 platform spans public and private markets, including private equity, venture capital, co-investments, credit, real estate, real assets, hedge funds, and liquid strategies and is focused on developing differentiated investment solutions while leveraging ICONIQ’s global network to drive exceptional client outcomes. 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. In addition, 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. This work will help ensure consistency, clarity, and impact in how ICONIQ’s platform is articulated across audiences.

Requirements

4+ years of relevant experience in investor relations, investment management, portfolio management, investment marketing, or a related field
Strong understanding of capital markets, investment strategies, portfolio construction, and performance analysis across asset classes
Experience developing investor-facing materials such as pitchbooks, portfolio reviews, and performance reports
Proven ability to work closely with investment professionals and operate effectively in a highly analytical environment
Highly organized, detail-oriented, and results-driven with the ability to manage multiple priorities in a fast-paced environment
Strong interpersonal skills and ability to collaborate effectively across teams and time zones
Demonstrated ability to work cooperatively and collaboratively across all levels of the organization to exceed client expectations

Nice To Haves

Familiarity with AI tools and technologies is a plus; interest in leveraging AI to enhance productivity, streamline workflows, and scale content development

Responsibilities

Develop a deep understanding of ICONIQ’s investment platform, including portfolio construction, asset allocation, cash flow dynamics, and strategies across public and private markets
Translate complex investment strategies, portfolio positioning, and performance insights into clear, compelling materials tailored for sophisticated investors
Partner closely with investment and portfolio management teams to accurately represent investment views, attribution, and market positioning
Act as a centralized hub for investment and client content, building and maintaining a comprehensive repository of materials across investment strategies, portfolio management, cash flow planning, and family office needs
Create and refine investor-facing materials including pitchbooks, portfolio reviews, white papers, and performance updates
Support investor relations efforts by preparing materials for client meetings, responding to investment-related inquiries, and ensuring timely, high-quality communication
Identify opportunities to improve efficiency and consistency across materials, including leveraging AI tools and technologies
Collaborate with the Client Advisory business to train and develop team members in investment strategies and client-facing capabilities.