Highly motivated, trustworthy, intellectually curious, and mature.Įxcellent academic background and strong cognitive ability. Superior communication and analytical skills. Passion for investment management and client service. Gather, prepare, and coordinate client tax data and documentation.īe exposed to and involved in direct private investments, client interactions, and other critical family office operations.įour to seven years of relevant professional services experience. Participate in equity and option trading activities with increasing responsibilities for investment execution. Perform ad hoc analyses for clients’ financial and estate planning needs. Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.ĭevelop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication. Prepare client balance sheets and develop asset allocation analyses. The Financial Advisory Associate is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Associate, Financial Advisory Our goal is to compound returns from diverse sources by harnessing the differentiated capital and strategic strength of the ICONIQ community, cultivated on a foundation of uncommon care. ICONIQ Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. With over $80B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. ICONIQ Capital is a global investment firm elevated by an extraordinary community.
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