ICONIQ Capital

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

San Francisco, California, United States · Senior

Sponsorship not specified$110k-$120kDetected 82 days ago

SalesforceLeadershipCommunication

About the role

You will be joining a collaborative advisory team that values learning, partnership and shared ownership.
This is a role for professionals who are energized by complexity, motivated by service, and driven to make a lasting impact.
If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel effortless, this is your opportunity to join a team built on trust, care, and excellence.

Partnering with accountants, attorneys, and external advisors to gather information and support planning conversations.
Own key deliverables such as preparing asset allocation reviews, rebalancing recommendations, and planning analyses.
Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based analyses.
Build knowledge of trusts, estate strategies, and gifting structures.
Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
Manage complex client processes such as 10b5 1 plans, lending evaluations, private investment coordination, and other high impact deliverables.
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.
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.

A bachelor's degree and 3+ years of relevant experience in financial services or wealth management.
If You Are an Associate:
Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the ICONIQ investment philosophy.
A bachelor's degree and 5+ years of experience working with high net worth or ultra-high net worth clients.
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.

Strong analytical and communication skills and comfort explaining complex topics simply.
Strong attention to detail and a commitment to accuracy.
Intellectual curiosity, proactive thinking, and a passion for client service.
High integrity in handling confidential and sensitive information.

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 $110,000 - $120,000 for Senior Analysts and $130,000 - $150,000 for Associates together with a discretionary bonus and the benefits listed above.

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)
As a Senior Analyst or Associate within our Financial Advisory (FA) team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world's most influential individuals and families.
You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
We work closely across levels and alongside specialists so that every client benefits from the full strength of the ICONIQ platform.
Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team.
However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

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.