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About the position
The job overview for this role is that it is a Financial Advisory Analyst position within ICONIQ Investment Management. The analyst will be a critical member of the relationship management team, working with high net worth and ultra-high net worth clients. The main responsibilities include preparing client balance sheets, monitoring investment performance, conducting ad hoc analyses for financial and estate planning, and participating in equity and option trading activities. The ideal candidate should have a passion for investment management and client service, be detail-oriented and thorough, possess excellent communication and analytical skills, and have a strong academic background. The location for this role is New York, NY.
- 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.
- 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
- Salary range of $90,000 - $105,000
- Discretionary bonus
- Health insurance
- Paid time off
- 401k participation with a company matching program
- Wellness stipend
- Personal education allowance
- Commuter benefits program
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