Senior Analyst- Associate, Financial Advisory (New York and San Francisco)

ICONIQ•San Francisco, CA

34d•$110,000 - $150,000•Onsite

About The Position

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. About ICONIQ Investment Management 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 Senior Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Requirements

Three to four years of relevant professional 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.
Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre‐nuptial agreements.
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.