#ICONIQ CAPITAL CLIENT ANALYST SALARY PROFESSIONAL#

At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets experience and training licensure and certifications and other business and organizational needs. Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.Ĭompensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. Excellent academic background and strong cognitive ability.Highly motivated, trustworthy, intellectually curious, and mature.Superior communication and analytical skills.Passion for investment management and client service.Two years of relevant professional/financial services experience.Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.Gather, prepare, and coordinate client tax data and documentation.Participate in equity and option trading activities with increasing responsibilities for investment execution.Perform ad hoc analyses for clients’ financial and estate planning needs.

#ICONIQ CAPITAL CLIENT ANALYST SALARY PROFESSIONAL#

Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.Prepare client balance sheets and develop asset allocation analyses.The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. The Opportunity: Financial Advisory, Analyst 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.

ICONIQ capital client analyst salary