Analyst, Financial Advisory

September 4

Apply Now

Receive Emails with Similar Jobs

ICONIQ Capital

WebsiteLinkedInAll Job Openings

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

201 - 500

💰 Private Equity Round on 2020-11

Description

• 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.

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 child care. • A matching 401(k) program. • Commuter Benefits program. • Wellness stipend, cell phone stipend, and Wi-Fi stipend. • 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. • Generous referral bonus to employees if they refer someone who is hired to the firm. • Smart-casual dress code.