# Senior Analyst - Associate, Financial Advisory (New York and San Francisco) at ICONIQ Capital

- Company: ICONIQ Capital
- What the company does: ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
- Company website: https://www.iconiq.com
- Type: VC firms
- Level: Senior
- Location: San Francisco, California, United States
- Work setup: On-site
- Pay: $110K to $120K base salary per year (USD)
- Posted: 2025-11-07
- Apply by: 2026-10-08
- Apply: https://job-boards.greenhouse.io/iconiq/jobs/7380973
- Page: https://www.1752.vc/careers/jobs/iconiq-capital-senior-analyst-associate-financial-advisory-new-york-and-san-fran/

## 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

Tags: Pacific