Financial Advisory, Senior Associate
Job Posting for Financial Advisory, Senior Associate at ICONIQ Capital
About ICONIQ
ICONIQ Family Office advises and invests on behalf of some of the world’s most influential families. We create solutions and seek investment opportunities that harness differentiated capital and the strategic value of the ICONIQ Capital global network. ICONIQ Family Office’s goal is to build resilient portfolios that compound returns from diverse sources, across public and private markets. Our deep connection with our families extends through advisory services and strategies to guide their lives, philanthropy, and legacy.
The Opportunity: Financial Advisory, Senior Associate
The Financial Advisory Senior Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
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.
Qualifications:
- Seven to nine 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.
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Job openings at ICONIQ Capital
San Francisco, CA
Full Time
San Francisco, CA
Full Time
San Francisco, CA
Full Time
San Francisco, CA
Full Time
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