Analyst, Financial Advisory (New York and San Francisco)
ICONIQ is hiring for Analyst, Financial Advisory (New York and San Francisco) in San Francisco, California, United States. Junior level. First seen August 6, 2026; open as of November 13, 2026. Jobs taken straight from company career pages — no aggregator in between.
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- Company
- ICONIQ
- Where
- San Francisco, California, United States
- Level
- Junior
- First seen
- August 6, 2026
- Listed via
- Greenhouse
What the posting says
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…
Read more and apply on ICONIQ's site
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