Analyst, Financial Advisory (Entry-Level, New York and San Francisco)

Iconiq•San Francisco, NY

50d•Hybrid

About The Position

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This Early Careers role is designed for undergraduate students graduating in Winter 2026 or Spring 2027, with a planned start date in Summer 2027. 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.

Requirements

Undergraduate of Winter 2026 or Spring 2027 are eligible
Bachelor’s degree with a minimum 3.2 GPA
Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
Proactively and independently solve problems while exercising sound judgment
Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
Strong communication skills both written and verbal
Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel)
Authorization to work permanently in the U.S.

Nice To Haves

Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027
Expected to be fluent in using AI tools to enhance their work.
Candidates are welcome to use AI in preparing their application where it adds value, but their materials must be accurate and reflect their own experience, judgement and voice.
Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, candidates should be prepared to speak in depth about their experience and contributions in their own words.

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.