Senior Analyst- Associate, Financial Advisory (New York and San Francisco)

Senior Analyst- Associate, Financial Advisory (New York and San Francisco) 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. About ICONIQ Investment Management ICONIQ 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, Senior Analyst The Financial Advisory Senior Analyst is a critical member of the relationship management team for high net worth and ultra‑high net worth clients. 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. Qualifications Three to four years of relevant professional 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. Location Applicants are expected to work onsite in our New York or 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 $110,000 - $150,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program. Equal Employment Opportunity Statement We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support. #J-18808-Ljbffr ICONIQ