Senior Analyst- Associate, Financial Advisory (New York and San Francisco)

Senior Analyst or Associate, Financial Advisory (Talent Pipeline)

As a Senior Analyst or Associate within our Financial Advisory (FA) team, you will operate at the intersection of legacy and innovation, serving as a trusted partner to some of the world’s most influential individuals and families. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.

You will be joining a collaborative advisory team that values learning, partnership and shared ownership. We work closely across levels and alongside specialists so that every client benefits from the full strength of the ICONIQ platform.

This is a role for professionals who are energized by complexity, motivated by service, and driven to make a lasting impact. If you take pride in anticipating needs, delivering exceptional outcomes, and making complexity feel effortless, this is your opportunity to join a team built on trust, care, and excellence.

Given our ongoing talent needs, we are consistently looking for high quality individuals to join our team. However, please note that this opening is intended to pipeline candidates for future opportunities, and we will reach out when the timing is right.

 

Core Responsibilities for All Candidates:

You will support clients across a broad set of investment, planning, and relationship activities, including:

• Preparing and analyzing balance sheets, asset allocations, investment performance reports, and other financial materials.
• Assisting with investment operations, including trading coordination, cash flow monitoring, and private investment updates.
• Conducting financial and estate planning analyses such as liquidity modeling, lending evaluations, and gifting illustrations.
• Partnering with accountants, attorneys, and external advisors to gather information and support planning conversations.
• Preparing client meeting materials, managing follow ups, and maintaining accurate data in Salesforce, Addepar, and other systems.
• Collaborating closely with Investment Strategy Group, Legal, Compliance, and Operations to ensure seamless client service.

 

If You Are a Senior Analyst:

Senior Analysts take on increasing ownership, judgment, and communication responsibility. In addition to the core responsibilities, you will:

• Own key deliverables such as preparing asset allocation reviews, rebalancing recommendations, and planning analyses.
• Support advanced planning work, including Monte Carlo simulations, executive compensation summaries, and scenario-based analyses.
• Build knowledge of trusts, estate strategies, and gifting structures.
• Participate in parts of client meetings and proactively identify opportunities such as refinancing, liquidity needs, or strategic planning considerations.
• Mentor Analysts on processes, systems, and best practices as you grow into a leadership mindset.

Sr. Analyst Qualifications:
A bachelor’s degree and 3+ years of relevant experience in financial services or wealth management.

 

If You Are an Associate:

Associates deepen their role as strategic advisors and trusted client partners. You will:

• Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions.
• Drive portfolio discussions, rebalancing recommendations, and investment rationale with a strong understanding of asset classes and the ICONIQ investment philosophy.
• Guide trust and estate planning conversations and coordinate with attorneys on structures, gifting strategies, and long-term planning.
• Manage complex client processes such as 10b5 1 plans, lending evaluations, private investment coordination, and other high impact deliverables.
• Coach junior teammates, strengthen team workflows, and help elevate the quality and clarity of client outputs.

Associate Qualifications: