Financial Advisory Analyst - UHNW Client Services (Hybrid)
ICONIQ
ICONIQ Investment Management is seeking an Investment Advisory Analyst for undergraduate seniors graduating in Winter 2026 or Spring 2027, with a Summer 2027 start. The role supports high net worth client relationships from our New York or San Francisco offices in a hybrid work environment. You will build balance sheets, analyze assets, monitor performance, and prepare reports for client meetings. Ideal candidates demonstrate strong communication, organization, and discretion, with a passion for #J-18808-Ljbffr ICONIQ
- A leading investment bank is seeking a Financial Advisory Services Analyst in New York, NY. The role involves assisting in financial advisory engagements... ...base salary along with performance bonuses in a hybrid work environment. #J-18808-Ljbffr TEEMA Solutions GroupSuggested
- ..., L.P. in New York is seeking an M&A Advisory Associate to support senior bankers across... ...focus. The role emphasizes financial modeling, client-ready presentations, and active deal... ...origination, while mentoring junior staff. Hybrid work (3 days in-office, 2 days remote...SuggestedWork at officeRemote work
- A leading investment advisory firm in New York seeks a Strategic Advisory Analyst to support corporate strategy and financial advisory initiatives. The role involves assisting in engagements... ...skills. This position offers hybrid work arrangements and opportunities for...Suggested
- ...market investment bank seeks a Capital Advisory Analyst in New York. This role involves providing... ...a related field and strong skills in financial modeling. Ideal for analytical individuals... ...This position is part of a competitive hybrid working environment. #J-18808-Ljbffr...Suggested
$200k
Citi Private Bank - UHNW Private Banker - Director... ...United States Job Type: Hybrid Posted: Jul. 08, 2025... ...Citi develop and deepen client relationships in order... ...relationships (solutions and services) in an intensely... ...clients/prospects complex financial concepts and investment...SuggestedFull time- Insite US, a respected NYC CPA firm, seeks a Tax Supervisor to support a growing high-net-worth client practice in NYC. The role blends advisory work with compliance, offering hybrid flexibility and clear growth toward Manager. Ideal candidates have 5+ years in public...
- CastleOak Securities, L.P. in New York City is seeking an M&A Advisory Analyst to join the firm’s growing advisory team. You will... ...analyses and fairness opinions. You will develop financial models, draft client materials, conduct market research, and support senior...
$85k - $125k
Business Unit:Financial And Valuation AdvisoryIndustry... ...and valuation advisory. Our unmatched... ...perspectives that help our clients achieve their most... ...a wide range of services, including the... ...Financial Analyst position presents... ...environment is a hybrid work model, requiring...Full timeWork at officeWorldwide$217.16k
...Consulting - Actuarial Services Advisor - Insurance and Actuarial Advisory Services - IAAS - Life &... ...Provide actuarial services to clients in the life and health... ...as risk management, financial reporting, Actuarial Transformation... ...-led and leader-enabled hybrid model. Our expectation...Full timeWork experience placementSummer holidayImmediate startMonday to Friday$110k
...Partnership.William Blair’s Secondary Advisory team of experts provide financial sponsors and their investors with... ...investment banking products and services to clients and prospects. Perform research... ...interns and less experienced Analysts.Responsibilities include but may...Full timeTemporary workWork experience placementSummer internshipCurrently hiringWork visa$135k - $203.5k
...common purpose to help make financial lives better through... ...and delivering for our clients, teammates, communities... ...shaped by military service, community college education... ...Ultra-High-Net-Worth (“UHNW”) clients based across... ..., interest rates and hybrid underlying assets.Responsibilities...Full timeWork at officeWork from homeFlexible hoursDay shift- ...seeking an Accounting Advisory Manager to join our team... ...| Stax Transactions clients on complex accounting... ...about engagement and service expectations; resolving... ...of the business — for financial sponsors and corporate... ...Consistent with the firm's hybrid work model, this...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week
- ...seeking both investment banking analysts and financial advisory analysts for our growing... ...in high‑pressure, client‑critical, transaction‑oriented... ...technology, industrials, business services, manufacturing, consumer &... ...New York, NY. This is a hybrid role, consisting of both...Full timeWork at officeRemote workFlexible hours
- A leading advisory firm based in New York is seeking a Financing Advisory Analyst to support debt and equity transactions. This role involves developing financial models, conducting market research, and collaborating... ...in the financial services industry. #J-18808-Ljbffr TEEMA...
- ...Investment Management is seeking an undergraduate Financial Advisory Analyst to join the relationship management team serving high net worth clients. The role focuses on portfolio analysis,... ...in New York or San Francisco with a hybrid policy, including health insurance and...Summer work
- ...risk discussions. You will help manage ORSA, risk strategy, and advisory support for executive leadership across US P&C operations. The... ...complex findings, and guiding risk-aware decision making in a hybrid New York/Princeton setting. #J-18808-Ljbffr Munich Reinsurance...
$121k - $181.4k
...with Grant Thornton accounting advisory clients on complex accounting... ...clients about engagement and service expectations; resolving technical... ...of the business — for financial sponsors and corporate clients... ...Consistent with the firm's hybrid work model, this position will...InternshipSeasonal workWork at officeLocal areaRemote workFlexible hours3 days per week$55k - $76k
...possible for fee-only financial advisors to build the... ...and back-office and client support services. This is an opportunity... ...investment advisory practices and outsource... ...oriented and proactive Analyst to join our growing investment team. This hybrid role blends day-to-day...Full timeLive inImmediate startRemote work$80k - $90k
...providing capital markets services to a broad array of... ...and institutional clients. Headquartered in New... ...securities, as well as financial advisory (including M&A and... ...program for employees Hybrid Workplace Company-... ...Overview The M&A Advisory Analyst will be a critical...Temporary workWork at officeRemote workWork from home- ...Partnership. William Blair’s Secondary Advisory team of experts provide financial sponsors and their investors with... ...investment banking products and services to clients and prospects. Perform research... ...interns and less experienced Analysts. Responsibilities Perform extensive...Full timeTemporary workWork experience placementInternshipSummer internship
- ...seeking a Tax Manager for the Private Client Group to lead tax planning and advisory work for high-net-worth... ...junior staff, with a focus on client service and regulatory compliance. Location... ...or Palm Beach Gardens, FL with a hybrid work model. #J-18808-Ljbffr US Tax...
$110k - $140k
...Consulting provides the highest quality advisory consulting services to its clients by being reliable and responsive... ...demands. Centri specializes in financial reporting, internal controls,... ...relationships and promote collaboration in a hybrid environment. Required Skills/...Full timeWork at officeLocal area$79.8k - $168k
Job Summary:The Tax Manager, Transaction Advisory Services is an essential team member that will... ...engagements are executed timely and that client expectations are met, if not exceeded... ...the tax computations reflected in their financial models, and assists clients in the...$170k - $220k
...Summary:The Tax Senior Manager, Transaction Advisory Services is an essential team member that will... ...are executed timely and that client expectations are met, if not exceeded and... ...the tax computations reflected in their financial models, and assists clients in the quantitative...- ...Accounting and Finance Consulting (AFC) practice with a focus in Financial Advisory. You will lead multiple engagements, provide technical... ...collaborate with firm specialists to deliver high-quality client service. This role requires 5+ years in public accounting, strong communication...Flexible hours
$210k - $250k
...Head of Technology & AI, Risk Advisory and Global Chief Underwriting... ...delivery confidence, risks, financial position, and benefits tracking... ...technology resilience and service continuity risks are visible... ...protects what matters most for our clients and communities. We know that...Contract workWork at officeFlexible hours$140k - $185k
Portfolio Evaluation Analyst - Private Equity (Entry-Level) Career... ...Network Location: New York, NY (Hybrid) Type: Full-Time Compensation... ...Evaluate portfolio company financial performance versus original... ...investment banking, transaction advisory, portfolio analytics,...Full timeInternship$125k - $150k
...providing capital markets services to a broad array of... ...and institutional clients. Headquartered in New... ...securities, as well as financial advisory (including M&A and... ...program for employees Hybrid Workplace Company-... ...Previous Associate or Analyst experience within a specialized...Full timeTemporary workWork at officeRemote work$195.42k - $370.53k
The KPMG Advisory practice is at the forefront of transformation, offering... ...- Accounting Advisory Services in Accounting Advisory Services... ....Responsibilities: Provide client-focused accounting advisory assistance... ...organization conducting financial audit or corporate accounting...H1bLocal area$140k - $150k
Multinational Financial Services Corporation with a full-service Investment... ...+Bonus Location: New York, NY (Hybrid)Responsibilities:• Support... ...Bankers (Associates & Analysts) • Analyze market data and understand... ...Banking and or Corporate Advisory (ideally all within the Real...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisory Analyst - UHNW Client Services (Hybrid). Be the first to apply!
- program finance analyst New York, NY
- junior financial analyst internship New York, NY
- lead financial analyst New York, NY
- financial analyst internship New York, NY
- work from home financial analyst New York, NY
- financial planning analyst New York, NY
- capital markets business analyst New York, NY
- financial crimes analyst New York, NY
- entry level finance analyst New York, NY
- commercial credit analyst New York, NY


