Analyst, Financial Advisory (Entry-Level, New York and San Francisco)

ICONIQ is a global investment firm focused on delivering exceptional investment portfolios for influential families and institutions. They are seeking an Entry-Level Financial Advisory Analyst to join their relationship management team, responsible for preparing client analyses, monitoring investment performance, and participating in investment activities.

What you'll do:

• 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

What they're looking for:

• Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027
• Bachelor's degree with a minimum 3.2 GPA
• Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
• Proactively and independently solve problems while exercising sound judgment
• Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
• Strong communication skills both written and verbal
• Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients' expectations
• Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel)
• Authorization to work permanently in the U.S

Benefits:

• 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.