Analyst, Financial Advisory (Entry-Level, New York and San Francisco)
ICONIQSan Francisco, California, United States · Posted 1 month agoDescription
*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.
What You'll Do:
- 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.
Ideal Candidate Background:
- 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.
What We Offer:
- Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
- Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
- A matching 401(k) program.
- Commuter Benefits program.
- Stipends to support wellness and hybrid working arrangements.
- We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
- Smart-casual dress code.
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.
About ICONIQ
ICONIQ is a global investment firm elevated by an extraordinary community. With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society.
When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies].
Use of AI in the Application Process
We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
Equal Employment Opportunity Statement:
We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization. As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company. We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law. Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.
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