ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice. We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
What they're looking for
- Undergraduate of Winter 2026 or Spring 2027 are eligible
- Bachelor’s degree with a minimum 3.2 GPA
- Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
- Proactively and independently solve problems while exercising sound judgment
- Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
- Strong communication skills both written and verbal
More about this role
*Eligible candidates are undergraduate seniors expected to graduate in Winter 2026 or Spring 2027*
Investment Management strives to deliver exceptional investment portfolios for some of the world’s most influential families and an array of mission-driven institutions. 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.
The Opportunity: Financial Advisory, Analyst
The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients.
This Early Careers role is designed for undergraduate students graduating in Winter 2026 or Spring 2027, with a planned start date in Summer 2027.
- 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...
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