Analyst-Associate, Financial Advisory ICONIQ Capital
: Job Details :

This individual is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

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.
• Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre-nuptial agreements.
• 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.

Ideal Candidate Background:

• 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.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. A reasonable estimate of the current salary range is $90,000 – $160,000 together with a discretionary bonus and a comprehensive benefits program.

About ICONIQ Capital:

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B 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.