Analyst, Financial Advisory (Entry-Level, New York and San Francisco)

*Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027*

 

About 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, Analyst

 

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.

 

This Early Careers role is designed for undergraduate students graduating in Winter 2026 or Spring 2027, with a planned start date in Summer 2027.

 

Principal Responsibilities:

 

• 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.

 

 

Qualifications:

 

• Undergraduate of Winter 2026 or Spring 2027 are eligible
• Bachelor’s degree with a minimum 3.2 GPA
• Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
• Proactively and independently solve problems while exercising sound judgment
• Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
• Strong communication skills both written and verbal
• Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
• Demonstrated ability to work cooperatively and collaboratively with all levels of employees to exceed clients’ expectations.
• Proficient skills in Microsoft Office Suite (Word, PowerPoint, Excel)
• Authorization to work permanently in the U.S.

 

 

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 for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary is $95,000 together with the benefits listed above.