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Financial Advisory Analyst for UHNW Portfolios

$90k - $105k

ICONIQ

A leading investment management firm is seeking a Financial Advisory Analyst for its San Francisco office. The role involves preparing client balance sheets, monitoring investment performance, and participating in trades. Candidates should possess two years of relevant experience, excellent analytical, communication skills, and a detail-oriented approach. The compensation range is estimated between $90,000 and $105,000, with a focus on client service and investment management. #J-18808-Ljbffr ICONIQ

Vacancy posted 1 day ago
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