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Financial Advisory Analyst UHNW Portfolios
Job in
San Francisco, San Francisco County, California, 94199, USA
Listed on 2026-10-07
Listing for:
ICONIQ
Full Time
position Listed on 2026-10-07
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst -
Business
Financial Advisor / Consultant, Financial Analyst
Job Description & How to Apply Below
A leading investment management firm is seeking a Financial Advisory Analyst for its San Francisco office. The role involves preparing client balance sheets, monitoring investment performance, and participating in trades. Candidates should possess two years of relevant experience, excellent analytical, communication skills, and a detail-oriented approach. The compensation range is estimated between $90,000 and $105,000, with a focus on client service and investment management.
Join us at ICONIQ as our next Financial Advisory Analyst for UHNW Portfolios in San Francisco, CA, United States. This role, Financial Advisory Analyst for UHNW Portfolios at ICONIQ, could be your next career step. Are you ready to take on the Financial Advisory Analyst for UHNW Portfolios role at ICONIQ? We would love to welcome a new Financial Advisory Analyst for UHNW Portfolios to our organisation in San Francisco, CA, United States.
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