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Ieq Capital Jobs (NOW HIRING)

IEQ Capital

Associate, Research

San Francisco, CA · On-site

Who Are We? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating ...

IEQ Capital

Associate, Research

San Francisco, CA · Hybrid

Who Are We? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating ...

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · Hybrid

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented ...

IEQ Capital

Associate, Wealth Management

Los Angeles, CA · On-site

$90K - $115K/yr

IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, driven by a values-oriented ...

IEQ Capital

Administrative Assistant

Dallas, TX · On-site

$17.75 - $24/hr

IEQ Capital is Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment ...

IEQ Capital

Administrative Assistant

Dallas, TX · Hybrid

$17.75 - $24/hr

IEQ Capital is Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment ...

IEQ Capital

Platform Product Manager

San Francisco, CA · Hybrid

$110K - $150K/yr

Who are we? IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating ...

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IEQ Capital

Administrative Assistant

Dallas, TX · Hybrid

$17.75 - $24/hr

IEQ Capital is Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment ...

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Ieq Capital information

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$59.5K

$103.3K

$165K

How much do ieq capital jobs pay per year?

As of Aug 16, 2026, the average yearly pay for ieq capital in the United States is $103,262.00, according to ZipRecruiter salary data. Most workers in this role earn between $88,000.00 and $120,000.00 per year, depending on experience, location, and employer.

What is IEQ Capital?

IEQ Capital is a wealth management firm that provides investment advisory and financial planning services primarily to high-net-worth individuals, families, and select institutions. The firm focuses on personalized wealth management, including portfolio management, estate planning, and access to private market investments. IEQ Capital offers a client-centric approach, aiming to help clients achieve their long-term financial goals through tailored solutions and independent advice.

What are the key skills and qualifications needed to thrive as a Private Wealth Advisor at IEQ Capital?

To thrive as a Private Wealth Advisor at IEQ Capital, you typically need a strong background in finance or economics, relevant industry certifications (such as CFP or CFA), and experience in wealth management or investment advisory. Familiarity with portfolio management software, CRM systems, and financial planning tools is crucial for efficient client management and analysis. Exceptional interpersonal skills, trustworthiness, and proactive communication set top advisors apart when building and maintaining client relationships. These skills and qualifications are vital to deliver tailored financial solutions and foster long-lasting client trust in a competitive sector.

What are some typical challenges faced by team members at IEQ Capital, and how are they supported in overcoming them?

Team members at IEQ Capital often navigate the complexities of serving high-net-worth clients, which involves balancing personalized client service with rigorous investment research and compliance requirements. Staying updated with evolving financial regulations and the dynamic market landscape can be challenging. To support staff, IEQ Capital emphasizes mentorship, access to ongoing professional development, and collaborative teamwork, ensuring employees can leverage internal expertise and resources to address client needs and advance their careers.

What is the difference between Ieq Capital vs Financial Analyst?

AspectIeq CapitalFinancial Analyst
Required CredentialsBachelor's degree, industry-specific certificationsBachelor's degree, often CFA or CPA
Work EnvironmentFinancial firms, investment companiesCorporations, banks, investment firms
Industry UsageInvestment and finance sectorsFinance, banking, corporate finance
Common Search/ComparisonYesYes

While both Ieq Capital and Financial Analyst roles involve financial analysis and require similar credentials, Ieq Capital typically focuses on investment management within financial firms, whereas Financial Analysts may work across various industries and corporate settings. The roles overlap in skills and certifications but differ in specific job functions and work environments.

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Ieq Capital jobs near you
Infographic showing various Ieq Capital job openings in the United States as of August 2026, with employment types broken down into 92% Full Time, 4% Part Time, and 4% Contract. Highlights an 88% Physical, 5% Hybrid, and 7% Remote job distribution, with an average salary of $103,262 per year, or $49.6 per hour.

Associate, Research

IEQ Capital

San Francisco, CA • On-site

Full-time

Posted 7 days ago

Job description

Who Are We?
IEQ Capital is a Registered Investment Advisor seeking to transform traditional wealth management. Our quest is to integrate the Intellectual and Emotional Quotient, generating exceptional investment results driven by a values-oriented culture that fosters connection and collaboration with our clients. We are an independent, predominantly employee-owned company, adhering to the fiduciary standard to put our clients' interests first. We focus our efforts on helping clients meet their investment objectives without the distractions and limitations that can arise within much larger organizations.
The Role
IEQ Capital is looking for a motivated professional to join our team as a Research Associate working across Alternative Investments and Public Markets. The Research Associate will work closely with the client-facing team to manage important elements of the investment process. We are seeking candidates who can be based in our San Francisco office. Duties and responsibilities include, but are not limited to:
  • Lead the ongoing monitoring of existing Alternative Investments across asset classes-including real estate, private credit, private equity, and venture-by producing clear, timely, and informative updates tailored to both clients and advisors.
    • This includes tracking fund performance, market developments, manager updates, and material events.
  • Contribute to market commentary and strategy across private markets, public equity, and fixed income.
  • As you grow into the role, you will also support the investments team in conducting due diligence on Public and Alternative Investments, including:
    • Market and downside scenario analysis, manager due diligence, and direct/co-investment deal assessments with full risk and return analysis.
    • Participation in Investment Committee meetings, supporting due diligence on pipeline opportunities, and preparing related materials such as IC memos, presentation decks, and supporting documentation.
    • Assisting with onboarding new funds to IEQ Capital's Alternative Investments platform by drafting investment and marketing materials, including pitch decks, one-pagers, and pitch sheets for clients and advisors.

Qualifications
  • Bachelor's Degree required; 1-2 years of relevant internship or work experience preferred (motivated new graduates will be considered).
  • Strong foundation in financial markets, alternative investments, and macroeconomics.
  • Experience with financial modeling and data analysis (Excel required; Python, R, or Salesforce a plus).
  • Exceptional attention to detail, organization, and written/verbal communication skills.
  • Proactive and accountable self-starter able to manage multiple priorities under tight deadlines in a fast-paced environment.
  • Demonstrated ownership mindset with the ability to work independently and contribute meaningfully to team objectives.
  • Genuine passion for markets and curiosity about alternative investment strategies.
  • An individual looking to continuously learn and be challenged.
Compensation
The salary range for this role, inclusive of base and bonus, is $90,000 - $115,000, depending on skills and experience.
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