Analyst, Financial Advisory (New York and San Francisco)

ICONIQ is seeking a Financial Advisory Analyst to join their investment management team, supporting high-net-worth clients. This role involves preparing financial analyses, monitoring portfolios, and assisting with client needs. The position offers exposure to private investments and trading activities.

• Prepare client balance sheets and asset allocation analyses
• Monitor investment performance and manage quarterly reports
• Understand portfolio construction, asset classes, and macroeconomics
• Perform ad hoc financial and estate planning analyses
• Participate in equity and option trading
• Gather and coordinate client tax data