Senior Analyst - Associate, Financial Advisory (New York and San Francisco)

Join ICONIQ's Financial Advisory team as a Senior Analyst or Associate to provide comprehensive financial guidance to influential individuals and families. You will manage balance sheets, investment strategies, and long-term financial plans, collaborating with internal specialists and external advisors to deliver exceptional client outcomes.

• Analyze balance sheets, asset allocations, and investment performance
• Assist with investment operations, trading coordination, and cash flow monitoring
• Conduct financial and estate planning analyses
• Partner with accountants, attorneys, and external advisors
• Prepare client meeting materials and manage data in Salesforce and Addepar
• Support advanced planning work and mentor junior teammates