Analyst, Financial Advisory (New York and San Francisco)

ICONIQ • San Francisco, CA

2d • $90,000 - $105,000 • Hybrid

About The Position

ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care.
The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Requirements

• Two years of relevant professional/financial services experience.
• Passion for investment management and client service.
• Detail-oriented and thorough.
• Superior communication and analytical skills.
• Highly motivated, trustworthy, intellectually curious, and mature.
• Excellent academic background and strong cognitive ability.
• Bachelor’s degree required.

Responsibilities

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 251-500 employees