Financial Advisory Associate
Pride Global
Sr. Financial Advisory Analyst
The Sr. Financial Advisory Analyst 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.
- 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:
- 4+ 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.
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 child care.
- A matching 401(k) program.
- Commuter Benefits program.
- Wellness stipend, cell phone stipend, and Wi-Fi stipend.
- 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.
- Generous referral bonus to employees if they refer someone who is hired to the firm.
- Smart-casual dress code.
Location: Applicants are expected to work onsite in our New York office in accordance with our hybrid working policy.
Pride GlobalVacancy posted 3 days ago
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