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Analyst-Associate, Financial Advisory
ICONIQ Capital New York, NY
$94k-146k (estimate)
Full Time | Business Services 2 Months Ago
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ICONIQ Capital is Hiring an Analyst-Associate, Financial Advisory Near New York, NY

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.

Please note: This job has been posted to support future hiring needs. To register your interest in future Financial Advisory roles within ICONIQs Family Office team, apply here and we will keep your details on file for future opportunities.

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance.
  • 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.

Location: Applicants are expected to work onsite in our New York 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. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. 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. 

Job Summary

JOB TYPE

Full Time

INDUSTRY

Business Services

SALARY

$94k-146k (estimate)

POST DATE

05/24/2024

EXPIRATION DATE

07/22/2024

WEBSITE

iconiqcapital.com

HEADQUARTERS

SAN FRANCISCO, CA

SIZE

200 - 500

FOUNDED

2011

TYPE

Investment Company

CEO

DIVESH MAKAN

REVENUE

$10M - $50M

INDUSTRY

Business Services

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About ICONIQ Capital

ICONIQ Capital is a California-based investment company that provides services such as financial advisory and wealth management for individuals and businesses.

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