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

ICONIQ Investment Management is seeking an entry-level Financial Advisory Analyst to join their relationship management team. This role involves preparing financial reports, monitoring investment performance, and supporting client financial and estate planning needs. The position is designed for recent graduates with a planned start date in Summer 2027.

• Prepare client balance sheets and asset allocation analyses
• Monitor investment performance and manage quarterly reports
• Perform ad hoc analyses for financial and estate planning
• Participate in equity and option trading activities
• Gather and coordinate client tax data
• Support direct private investments and client interactions

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.