Analyst, Financial Advisory (Entry-Level, New York and San Francisco)
iconiq · San Francisco, California, United States · $95k+
- Posted
- 13 days ago
- Last confirmed live
- 1 day ago
- Published range
- $95k+
What this role involves
This entry-level Financial Advisory Analyst role at ICONIQ is for undergraduate seniors graduating in Winter 2026 or Spring 2027, starting Summer 2027. The position involves preparing client balance sheets, monitoring investment performance, and supporting high net worth clients in New York or San Francisco with a hybrid work policy. The salary is $95,000, and candidates must have permanent U.S. work authorization.
Skills this posting asks for
- microsoft office suite
- word
- powerpoint
- excel
- portfolio construction
- asset allocation
- investment products
- macroeconomics
- equity trading
- option trading
- financial planning
- estate planning
- tax data
- client service
Requirements
- Level: junior
- Remote policy: hybrid
- Visa sponsorship: no
From the employer’s posting
*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…
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