Senior Associate, Financial Advisory Valuation

ICONIQ is looking for a Senior Associate in Financial Advisory to join their team in San Francisco. This role is essential for managing relationships with high net worth clients and involves preparing financial analyses and reports. The ideal candidate will have a strong background in investment management and a passion for client service. If you’re detail-oriented and eager to grow in a dynamic environment, this could be the perfect opportunity for you.

What You’ll Do

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports.
• Develop a deep understanding of portfolio construction and investment products.
• Perform ad hoc analyses for clients’ financial and estate planning needs.
• Participate in equity and option trading activities.
• Gather and coordinate client tax data and documentation.
• Be involved in direct private investments and family office operations.

What You Need

• 8 to 10 years of relevant professional services experience.
• Passion for investment management and client service.
• Detail-oriented and thorough.
• Superior communication and analytical skills.
• Highly motivated, trustworthy, and intellectually curious.
• Excellent academic background and strong cognitive ability.
• Bachelor’s degree.

What You’ll Love

• Competitive salary with a discretionary bonus.
• Comprehensive health insurance and wellness stipend.
• 401k participation with company matching.
• Personal education allowance for your growth.
• Paid time off to recharge.
• Commuter benefits to ease your travel.

About the Firm

• ICONIQ is a global investment firm with over $80B in assets under management.
• They focus on building resilient investment portfolios for high net worth clients.
• ICONIQ partners with inspired entrepreneurs to transform industries.
• They emphasize exceptional care and community in their investment approach.