Teams at ICONIQ Capital

Support and enhance ICONIQ’s financial planning platform and data infrastructure. Build financial models, dashboards, reports, and analyses for forecasting, budgeting, resource allocation, profitability, and management reporting. Maintain time-tracking and allocation data flows, improve data quality and controls, automate manual processes, and partner cross-functionally to resolve data issues and deliver scalable planning solutions. The role also explores AI and emerging technologies to improve finance workflows.

Plan and execute events from concept through completion, managing venues, vendors, catering, logistics, budgets, registration, timelines, presentations, digital assets, and stakeholder updates. Provide onsite support, troubleshoot issues, conduct post-event debriefs, analyze outcomes, and apply learnings. The role also supports vendor sourcing and relationship management while using event, CRM, productivity, and design tools to improve attendee experiences and event processes.

Lead technology transformation initiatives, executing a multi-year strategy in collaboration with corporate functions to streamline processes and enhance decision-making.