ICONIQ Capital is hiring a
Analyst-Associate
ICONIQ Capital
💵 $90k-$160k
📍United States
Please let ICONIQ Capital know you found this job on JobsCollider. Thanks! 🙏
Summary
Join our team at ICONIQ Investment Management as a critical member of the relationship management team, working with high net worth and ultra-high net worth clients. This role involves preparing client balance sheets, developing asset allocation analyses, monitoring investment performance, and performing ad hoc analyses for financial and estate planning needs.
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
- Develop asset allocation analyses
- Monitor client investment performance
- 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
Share this job:
Disclaimer: Please check that the job is real before you apply. Applying might take you to another website that we don't own. Please be aware that any actions taken during the application process are solely your responsibility, and we bear no responsibility for any outcomes.
Similar Remote Jobs
- 💰$90k-$160k📍United States
- 💰$90k-$160k📍United States
- 💰$90k-$145k📍United States
- 💰$90k-$160k📍United States
Please let ICONIQ Capital know you found this job on JobsCollider. Thanks! 🙏