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Analyst – Financial Advisory
| Company | ICONIQ Capital |
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| Location | San Francisco, CA, USA |
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| Salary | $90000 – $105000 |
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| Type | Full-Time |
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| Degrees | Bachelor’s |
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| Experience Level | Junior, Mid Level |
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Requirements
- 2+ years of relevant professional/financial services/private wealth experience
- Passion for investment management and client service
- Excellent academic background (minimum of bachelor’s degree required) and strong cognitive ability.
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.
- 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.
Preferred Qualifications
No preferred qualifications provided.
