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Financial Advisory Analyst — NY & SF
Job in
New York, New York County, New York, 10261, USA
Listed on 2026-07-27
Listing for:
Doist
Full Time
position Listed on 2026-07-27
Job specializations:
-
Finance & Banking
Financial Analyst
Job Description & How to Apply Below
ICONIQ Investment Management is seeking an undergraduate Financial Advisory Analyst to join the relationship management team serving high net worth clients. The role focuses on portfolio analysis, performance monitoring, and client communications with a Summer 2027 start.
The Early Careers position requires Winter 2026 or Spring 2027 graduation, a 3.2 GPA, and strong communication skills. Onsite in New York or San Francisco with a hybrid policy, including health insurance and discretionary bonus.
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