ICONIQ Capital

Analyst, Financial Advisory (New York and San Francisco)

San Francisco, California, United States · Principal

Sponsorship not specified$90k-$105kDetected 70 days ago

Communication

About the role

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
Participate in equity and option trading activities with increasing responsibilities for investment execution.
Gather, prepare, and coordinate client tax data and documentation.

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.
Investment Management strives to deliver exceptional investment portfolios for some of the world's most influential families and an array of mission-driven institutions.
With over $100B 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.
We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.

Bachelor's degree required.
You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
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.
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.
Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets
experience and training

Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.
There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms.
A reasonable estimate of the current salary range is $90,000 - $105,000 together with the benefits listed above.

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.
We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts.
We are interested in speaking with applicants open to working in either our San Francisco or New York office.

We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization.
As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company.
We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law.
Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.

This listing is sourced directly from ICONIQ Capital's careers page and normalized into a canonical job model.