Analyst, Financial Advisory (New York and San Francisco)

<p>&nbsp;</p> <p><strong>About Investment Management&nbsp;</strong></p> <p>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.&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;</p> <p>&nbsp;</p> <p><strong>The Opportunity:</strong> <strong>Financial Advisory, Analyst</strong></p> <p>The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.</p> <p><strong>&nbsp;</strong></p> <p><strong>Principal Responsibilities:&nbsp;</strong></p> <ul> <li>Prepare client balance sheets and develop asset allocation analyses.</li> <li>Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.</li> <li>Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.</li> <li>Perform ad hoc analyses for clients’ financial and estate planning needs.</li> <li>Participate in equity and option trading activities with increasing responsibilities for investment execution.</li> <li>Gather, prepare, and coordinate client tax data and documentation.</li> <li>Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.</li> </ul> <p>&nbsp;</p> <p><strong>Qualifications:&nbsp;</strong></p> <ul> <li>Two years of relevant professional/financial services experience.</li> <li>Passion for investment management and client service.</li> <li>Detail-oriented and thorough.</li> <li>Superior communication and analytical skills.</li> <li>Highly motivated, trustworthy, intellectually curious, and mature.</li> <li>Excellent academic background and strong cognitive ability.</li> <li>Bachelor’s degree required.</li> </ul> <p><strong>&nbsp;</strong></p> <p><strong>Location: </strong>Applicants are expected to work onsite in our New York or San Francisco office in accordance with our hybrid working policy.</p> <p>&nbsp;</p> <p><strong data-stringify-type="bold">Please note: </strong>We are continuously seeki