Financial Advisory Analyst for UHNW Portfolios
$90k - $105kICONIQ
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
$100k
...Financial Analyst, Client Advisory San Francisco, California, United States Jordan Park provides investment management and financial advice... ...various third-party managers or deals for inclusion in client portfolios Participating in day-to-day operational management of...SuggestedWork experience placementImmediate start$90k - $115k
...them to innovate and stand out. At Brown Advisory, we aim to be one of those inspired... ...charities, institutions, consultants, and financial intermediaries-are served by over 1,00... ...'s San Francisco office is seeking a Portfolio Analyst to support the management and...SuggestedTemporary workH1bWork at officeLocal areaWorldwide$90k - $105k
...Investment Management strives to deliver exceptional investment portfolios for some of the world's most influential families and an... ...of uncommon care. The Opportunity: Financial Advisory, Analyst The Financial Advisory Analyst is a critical member...SuggestedWork at office$90k - $105k
Analyst, Financial Advisory (New York and San Francisco) 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....SuggestedWork at office$90k - $120k
Portfolio Analyst Location US-CA-San Francisco ID 2026-1173 Position Type Full-Time Category Investments Overview The portfolio analyst would sit directly with the portfolio managers and traders of the Investment Grade Income team, and aid in the...SuggestedFull timePart timeInternshipWork at office$90k - $125k
...Employer: DWS Group Title: Analyst - Real Estate Location: San Francisco... ...possible foundation for our clients' financial future. And in return, we'll give you the... ...The DWS real estate group is hiring a Portfolio and Asset Management Analyst for our San...Work experience placementWork at officeLocal areaWork from home$85k - $90k
...construction firm based in San Francisco is seeking a detail-oriented Financial Analyst to enhance financial operations across all departments. This... ...and analysis while providing critical insights at the portfolio level. Candidates should possess strong analytical abilities...$147.4k - $336.8k
.... ITTS - International Corporate Tax Advisory - Senior Manager The opportunity The... ...tax advice and planning services to a portfolio of projects Building long-lasting relationships... ...when needed to support your physical, financial, and emotional well-being. Are you...Work experience placementSummer holidayFlexible hours$116.2k - $212.9k
...EY is a leader in serving the global financial services marketplace and the only professional... ...their capital agenda - Transaction Tax Advisory, International Corporate Tax Advisory... ...technical tax advice and planning services to a portfolio of projects Building long-lasting...Work experience placementSummer holidayFlexible hours- ...Overview Baker Tilly is a leading advisory, tax and assurance firm, providing clients... ...U.S. and in many of the world's leading financial centers - New York, London, San... ...providing tax compliance and consulting for portfolio companies (port co) ~ Demonstrated management...Local areaRemote workWorldwide
$110k - $120k
...Senior Analyst or Associate, Financial Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Financial Advisory (FA) team, you... ...across generations, and make informed decisions. Drive portfolio discussions, rebalancing recommendations, and...Work at office$150k - $200k
Lincoln International is seeking an Associate to join their Transaction Opinions & Board Advisory team. The role involves preparing financial models and delivering advisory services in M&A, restructuring, and more for various clients. Preferred candidates will have a bachelor...$120k
...Partners, situated in San Francisco, seeks an Investment Analyst to provide M&A and capital raising advisory services. You will work in a collaborative... ...with senior bankers on client engagements, developing financial models and presentation materials. The ideal candidate...$90k - $120k
Allspring Global Investments Holdings, LLC is seeking a portfolio analyst in San Francisco, CA. This role involves supporting the Investment Grade Income team with daily analytics and trade support. The ideal candidate will possess strong analytical and technical skills...Work at office$100k - $110k
VC Stack is seeking an Analyst for their Portfolio Analytics team in San Francisco. The role focuses on delivering analytical insights to support portfolio companies, involving collaboration on various projects and building data visualization models. Ideal candidates should...$105k - $137.5k
BlackRock is seeking a Wealth Portfolio Insights Analyst/Associate located in San Francisco or New York. The role involves managing market content publication, conducting analysis, and providing insights to wealth advisors. Ideal candidates should have a Bachelor's degree...Work at office- A financial services company is seeking a Portfolio Analytics Associate to analyze portfolio performance and provide actionable insights. This role involves monitoring investment positions and developing analytical models as well as collaborating closely with various investment...Full time
$100k
Jordan Park Group is seeking a Financial Analyst in San Francisco, California, offering a salary of $100,000 per year. The role provides exposure to wealth management, generating client reports and engaging in macroeconomic research. Ideal candidates should hold a bachelor...$150 per hour
...include Benchmark , General Catalyst , Peter Thiel , Adam D'Angelo , Larry Summers , and Jack Dorsey . Position: Portfolio Manager (Buy-Side) Type: Contract Compensation: $150/hour Location: Remote Role Responsibilities Provide high...Contract workSummer workRemote work$150k - $200k
...Book Portfolio Manager WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial...Casual workFlexible hours$150k - $200k
...Independent Portfolio Manager WorldQuant develops and deploys systematic financial strategies across a broad range of asset classes and global markets. We seek to produce high-quality predictive signals (alphas) through our proprietary research platform to employ financial...Casual workWork at officeFlexible hours- U.S. Bank is looking for a Portfolio Manager in San Francisco to manage Commercial Banking credit account relationships and drive revenue growth. The role requires extensive banking experience and a bachelor's degree. The ideal candidate will have a strong background in...
- BMO U.S. is looking for an experienced Credit Analyst to support lending decisions and manage a portfolio of clients in the technology industry. Responsibilities include assessing client creditworthiness, negotiating loan terms, and monitoring portfolio performance. The...
$83.52k - $112.76k
...Portfolio Manager Bank of Marin, voted by our employees as one of the "Best Places to... ...Manager may be asked to perform senior credit analyst responsibilities in support of the... ...oral. Working knowledge of accounting, financial accounting, and credit analysis. Ability...Work experience placementBank staffWork at office- Job Title: Valuation & Portfolio Finance Manager (Hybrid) Company Overview Our client is a premier San Francisco-based Venture Capital... ...to join a high‑growth investment team at the forefront of financial technology. The Opportunity This is a rare, high‑impact hybrid...Work at officeLocal area
- ...Portfolio Manager DOSS is building an Operations Cloud for the real world. A modern, AI-native platform for physical product businesses... ...cross-functional client leadership to analyze operational and financial workflows (flow of goods, information, and money) Product...Work at officeImmediate startRelocation packageFlexible hours
$95.4k - $180.4k
...entity structures and diverse investment portfolios within tiered ownership structures, requiring strategic guidance and customized advisory services to navigate family dynamics,... ...families on governance, risk management, or financial structures. Advanced certifications...Temporary workWork experience placementInternshipWork at officeLocal area$145k - $185k
...market. Position Overview The Vice President, Underwriting Portfolio Manager is responsible for both underwriting and portfolio... ...Partner directly with clients to gather and assess financial and operational information Analyze financial statements and...Work at office- ...Locations: Hybrid (SF & NY). Roles: Family Office Advisors & Financial Planners (Experienced), UHNW. Overview True front‑office UHNW exposure. This isn’t... ...planning, estate structuring, investments, and advisory. You’re not just pushing paper—you’re building empires....Work at office
- ...supporting day‑to‑day M&A capital raising, restructuring debt advisory and financial advisory deal processes and projects. You will learn the... ...participating in client presentations, training and managing Analysts. You will be a role model to our Analysts by identifying...Temporary workWork at officeWork from home
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