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

What this role involves

This role is a pipeline for Senior Analyst or Associate positions within the Financial Advisory team at ICONIQ. The position involves supporting high-net-worth clients with financial analysis, planning, and investment operations, working collaboratively with specialists. The role requires a bachelor's degree and relevant experience, with a focus on client service and use of tools like Salesforce and Addepar.

Skills this posting asks for

• financial analysis
• balance sheet analysis
• asset allocation
• investment performance monitoring
• trading coordination
• cash flow monitoring
• private investments
• estate planning
• liquidity modeling
• lending evaluations
• gifting illustrations
• monte carlo simulation
• executive compensation
• salesforce
• addepar
• trust and estate planning
• portfolio management
• client relationship management
• financial modeling
• data analysis

Requirements

• 3 years of experience
• Level: mid
• Remote policy: onsite

From the employer’s posting

Senior Analyst or Associate, Financial Advisory (Talent Pipeline) As a Senior Analyst or Associate within our Financial Advisory team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential indiv…