Analyst-Associate

Summary

Join our team as a critical member of the relationship management team for high net worth and ultra-high net worth clients, delivering exceptional investment portfolios through ICONIQ Investment Management.

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

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
• Develop basic working advisory knowledge of trusts, such as Revocable and Irrevocable Trusts, Grantor Retained Annuity Trusts, Delaware Trusts, and Limited Liability Companies. Assist with other estate planning strategies such as gifting, promissory notes, wills, and pre‐nuptial agreements
• 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

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
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework
• Smart-casual dress code