Analyst, Financial Advisory (New York and San Francisco)

iconiq · San Francisco, California, United States · $90k–$105k

Posted
33 days ago
Last confirmed live
1 day ago
Published range
$90k–$105k

What this role involves

The Analyst role supports high net worth clients with portfolio management, asset allocation, and financial planning. Requires 2 years experience and a bachelor's degree. Based in New York or San Francisco with hybrid work.

Skills this posting asks for

  • financial analysis
  • client service
  • portfolio management
  • investment management
  • analytical skills
  • communication skills

Requirements

  • 2 years of experience
  • Level: junior
  • Remote policy: hybrid

From the employer’s posting

About Investment Management  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 t…

Read the full description on iconiq’s careers page

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