Analyst-Associate, Financial Advisory

May 22

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ICONIQ Capital

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ICONIQ Capital is a global investment firm elevated by an extraordinary community$1. .$1

201 - 500

💰 Private Equity Round on 2020-11

Description

• Critical member of the relationship management team for high net worth and ultra-high net worth clients • Prepare client balance sheets and develop asset allocation analyses • Monitor client investment performance and manage quarterly portfolio reports • Develop 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 • Gather, prepare, and coordinate client tax data and documentation

Requirements

• 2+ years of relevant professional/financial services/private wealth experience • Passion for investment management and client service • Excellent academic background (minimum of bachelor’s degree required) and strong cognitive ability

Benefits

• Comprehensive Medical, Dental and Vision Insurance • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare • A matching 401(k) program • Commuter Benefits program • Stipends to support wellness and hybrid working arrangements • Tuition reimbursement in addition to an allocation for books and other supplies needed for coursework • Smart-casual dress code