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 Opportunity: Financial Advisory, Analyst The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

Responsibilities

: 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.

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.

Qualifications

: Two 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.

Bachelor’s degree required. Location: Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy. Please note: We are continuously seeking talent for opportunities within our Client Advisory business and this job has been posted to support talent pipelining efforts.

To register your interest in future Financial Advisory roles within ICONIQs Client Advisory team, apply here and we will be in touch. We are interested in speaking with applicants open to working in either our San Francisco or New York office.

Compensation

Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.

decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

and

terms.

Benefits

are taken into consideration in determining

listed above. About ICONIQ ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.

When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. com/privacy-policies ]. Use of AI in the Application Process We expect candidates to be fluent in using AI tools to enhance their work.

You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.

Analyst, Financial Advisory (New York and San Francisco)