Analyst, Financial Advisory; and San Francisco) Investment Management

Analyst, Financial Advisory (New York and San Francisco) 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 Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

• 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.

• 2+ 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.

Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.

• Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
• Life and disability insurance coverage as well as 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.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Smart-casual dress code.

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.