ICONIQ Capital’s Financial Analyst role is a team-oriented role supporting senior members on our family advisory teams as they service clients in a fast-paced, service-oriented, and confidential environment.
PRINCIPAL RESPONSIBILITIES •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
LOCATION •San Francisco
QUALIFICATIONS •1 – 2 years of relevant professional services experience •Passion for investment management and client service •Detail-oriented and thorough •Superior communication and analytical skills •Highly motivated, trustworthy, intellectually curious, and mature •Excellent academic background and strong cognitive ability •Bachelor’s degree required from a top-tier university
About ICONIQ Capital
ICONIQ Capital is a global multi-family office/merchant bank, representing a group of families for investment management, trust & estate, philanthropy, insurance, lending, and a variety of family office services.