Associate, Family Office (Quantitative Focus) - San Francisco, CA

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, 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 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

(This job is also available in Foster City, California).

We are seeking an analytical, detail-driven Associate to join our San Francisco-based Family Office team. This individual will focus on the execution of quantitative deliverables that support planning for ultra-high-net-worth families, including financial modeling, cash flow analysis, retirement planning, tax planning support, and projections for complex wealth structures.

The ideal candidate is a numbers-oriented thinker with experience in tools like Excel and eMoney, and an interest in the mechanics of long-term financial and estate planning. This role is best suited for someone who thrives behind the scenes, is energized by solving technical planning questions, and is eager to grow their skills within a collaborative, high-performing environment.

Responsibilities include, but are not limited to:

Quantitative Planning Support

• Build and maintain Excel-based financial models, including cash flow projections, liquidity analyses, and multi-generational planning tools
• Support the creation of eMoney plans, run scenarios, and update plans with tax, spending, and balance sheet changes
• Assist with analysis for Roth conversions, charitable giving strategies, education planning, and other specialized planning scenarios
• Prepare and format deliverables that communicate key planning insights for use by advisors and senior team members

Tax and Financial Data Integration

• Organize and input data from tax returns, K-1s, and other financial documents to support strategic planning conversations
• Review and incorporate information from estate planning documents and gift tax returns to support wealth transfer planning strategies
• Perform tax projection or scenario analysis under the direction of senior team members
• Support data entry into internal tracking systems and maintain files for key planning assumptions

Internal Collaboration

• Work closely with internal stakeholders (e.g., Family Office professionals, wealth advisors, tax strategists) to support complex planning deliverables
• Maintain version control and clear documentation of models and assumptions
• Contribute to the refinement of planning tools, templates, and process improvements

Professional Development

• Participate in internal trainings related to financial planning, tax strategy, and Family Office services
• Learn about advanced planning concepts and their application to ultra-high-net-worth families
• Build technical planning knowledge and stay up to date with evolving industry tools and methodologies

Qualifications

Required

• 1-4 years of relevant experience in financial planning, tax, accounting, or another finance-related field
• Proficiency in Excel; experience using, building, and troubleshooting models required
• High level of comfort working with numbers, financial statements, and tax documents
• Excellent analytical, organizational, and documentation skills
• Strong written and verbal communication abilities to support internal documentation and planning memos
• Detail-oriented with a proactive, solution-oriented mindset
• Bachelor’s degree required

Preferred

• CFP® is preferred
• Coursework or credentials in finance, accounting, or related disciplines preferred (CPA track, etc.)
• Familiarity with eMoney or similar financial planning software preferred
• Basic knowledge of estate and gift taxes, philanthropy, trust structures, insurance, and income tax planning preferred but not required.

Compensation

The total compensation range for this role, inclusive of base salary and bonus, is $70,000-$105,000, depending on skills and experience.