ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
About the role
You will support clients across a broad set of investment, planning, and relationship activities, including:
What they're looking for
- 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
- Lead client relationships in partnership with senior team members, helping clients interpret investment results, plan across generations, and make informed decisions
More about this role
As a Senior Analyst or Associate within our Financial Advisory 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...
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