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

The role

You will support clients with investment, planning, and relationship activities. This includes preparing financial materials, assisting with investment operations, and conducting estate planning analyses.

What you will do

• Prepare and analyze balance sheets, asset allocations, and investment performance reports.
• Assist with investment operations including trading coordination and cash flow monitoring.
• Conduct financial and estate planning analyses such as liquidity modeling and gifting illustrations.
• Partner with accountants, attorneys, and external advisors.
• Prepare client meeting materials and manage follow ups.
• Maintain accurate data in Salesforce and Addepar.
• Collaborate with Investment Strategy Group, Legal, Compliance, and Operations.
• Own key deliverables like asset allocation reviews and rebalancing recommendations.
• Support advanced planning work including Monte Carlo simulations.
• Lead client relationships and drive portfolio discussions for Associates.

Required qualifications

• Bachelor's degree for Senior Analyst
• 3+ years of relevant experience in financial services or wealth management for Senior Analyst
• Bachelor's degree for Associate
• 5+ years of experience working with high net worth or ultra-high net worth clients for Associate

Nice to have

• Strong analytical and communication skills
• Strong attention to detail
• Intellectual curiosity
• Proactive thinking
• Passion for client service
• High integrity in handling confidential and sensitive information
• Collaborative mindset

Benefits

• Medical, Dental and Vision Insurance
• Life and disability insurance coverage
• Mental health benefits
• Fertility benefits
• Back-up childcare
• Matching 401(k) program
• Commuter Benefits program
• Stipends to support wellness and hybrid working arrangements
• Support for professional designations/certifications
• Tuition reimbursement
• Allocation for books and other supplies for coursework
• Smart-casual dress code

Before you apply

• This opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

About the company

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