Analyst, Financial Advisory (New York and San Francisco)

The role

The Financial Advisory Analyst is a member of the relationship management team for high net worth and ultra-high net worth clients. You will prepare client balance sheets, monitor investment performance, and perform financial and estate planning analyses.

What you will do

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports.
• Perform ad hoc analyses for clients financial and estate planning needs.
• Participate in equity and option trading activities.
• Gather, prepare, and coordinate client tax data and documentation.
• Involve in direct private investments and client interactions.

Required qualifications

• 2+ years of relevant professional/financial services experience.
• Superior communication and analytical skills.
• Bachelor’s degree required.

Nice to have

• Passion for investment management and client service.
• Detail-oriented and thorough.
• Highly motivated, trustworthy, intellectually curious, and mature.
• Excellent academic background and strong cognitive ability.

Benefits

• Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
• Life and disability insurance coverage.
• Family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• Support for professional designations/certifications.
• Tuition reimbursement and allocation for books and supplies.
• Smart-casual dress code.

Before you apply

• This job has been posted to support talent pipelining efforts.

About the company

ICONIQ is a global investment firm with over $100B assets under management. They build investment portfolios and partner with entrepreneurs to manage clients' lives and legacies.