Wealth Advisory Senior Analyst / Associate — Hybrid NYC/SF

Iconiq; New York (NY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

Life and disability insurance

401(k) plan with company match

Commuter Benefits

Wellness and hybrid working stipends

Tuition reimbursement

Smart-casual dress code

Job summary

ICONIQ is seeking a Senior Analyst or Associate in Financial Advisory to support clients across investment planning and relationship activities from our New York or San Francisco offices with a hybrid working model.

The role involves preparing balance sheets, asset allocations, and performance reports, coordinating investment operations, and collaborating with external advisors to deliver clear, client-focused results. Senior and Associate tracks provide opportunities for increased ownership.

Qualifications

• Bachelor’s degree and 3+ years of experience in financial services or wealth management.
• Bachelor’s degree and 5+ years of experience with high net worth clients.
• Strong analytical and communication skills; ability to explain complex topics clearly.
• Detail-oriented with high integrity and confidentiality.
• Collaborative mindset and teamwork.

Responsibilities

• Prepare balance sheets, asset allocations, and investment performance reports.
• Coordinate investment operations, including trading and cash flow monitoring.
• Conduct liquidity modeling, lending evaluations, and gifting illustrations.
• Collaborate with accountants, attorneys, and external advisors.
• Prepare client meeting materials and maintain data in Salesforce and Addepar.
• Support crossfunctional teams to ensure seamless client service.

Skills

Analytical skills

Communication skills

Attention to detail

Intellectual curiosity

Team collaboration

Education

Bachelor's degree

Tools

Salesforce

Addepar

Job description

ICONIQ is seeking a Senior Analyst or Associate in Financial Advisory to support clients across investment planning and relationship activities from our New York or San Francisco offices with a hybrid working model.

The role involves preparing balance sheets, asset allocations, and performance reports, coordinating investment operations, and collaborating with external advisors to deliver clear, client-focused results. Senior and Associate tracks provide opportunities for increased ownership.