Senior Analyst or Associate, Business Development at Investment Management

Compensation

$105,000 – $120,000/yr

Setup: Hybrid
Location: San Francisco, California
Type: Full-time
Level: Senior
Posted: Jun 16, 2026

Description

ICONIQ Investment Management seeks a Senior Analyst or Associate to join their Business Development team. This role involves driving growth by identifying, engaging, and cultivating relationships with prospective clients, operating at the intersection of relationship development, strategic analysis, and market intelligence. The individual will collaborate with various internal teams to develop outreach strategies, evaluate client opportunities, and support long-term growth objectives. This is a talent pipeline position, with specific openings for Senior Analysts and Associates.

Required Skills

Analytical Skills
Research Skills
Communication Skills
Problem-Solving Skills
Organizational Skills
Market Intelligence
Relationship Development
Business Development
Salesforce

Additional Information

Required Previous Experiences: 3+ years of relevant experience in investment management, wealth management, private equity, investment banking, consulting, business development, or related financial services roles.
5+ years of relevant experience in investment management, wealth management, private equity, investment banking, consulting, business development, or related client-facing financial services roles.
Preferred Qualifications: intellectually curious, relationship-oriented, and energized by helping build something exceptional
enjoy connecting dots, uncovering opportunities, and partnering with high-performing teams to create meaningful outcomes
Strong analytical and problem-solving skills with the ability to synthesize complex information into actionable insights.
Excellent written and verbal communication skills.
Strong organizational skills and attention to detail.
Intellectual curiosity and a genuine interest in markets, investments, entrepreneurship, and wealth management.
High integrity and professionalism when handling confidential information.
proactive, self-starter mentality with the ability to operate effectively in a fast-paced environment.
collaborative mindset and enthusiasm for working across teams and functions.

About Investment Management

Investment Management

financial technology solutions and services to the investment management industry

SS&C Advent helps investment managers and service providers — from established global institutions to small start-up practices — to grow their business and thrive. With decades of experience, worldwide presence and local knowledge, our industry leading technology and services continue to adapt to the needs of firms just like yours.

Open roles: 4
New in 30 days: 1

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