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.
Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.
About ICONIQ
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. 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.
We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Equal Employment Opportunity Statement:
Benefits
Equity / stock options
Additional Information
About Investment Management
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 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.
Principal 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.
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.
Iconiq · San Francisco, CA