Analyst, Financial Advisory (New York and San Francisco)

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, culti...

The Opportunity: Financial Advisory, Analyst

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

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.

 

2+ 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.

 
Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
 
Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts. To register your interest in future Financial Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch.  We are interested in speaking with applicants open to working in either our San Francisco or New York office.