Analyst, Financial Advisory (Summer 2026)
San Franciscoonsitemid$95K – $105K
via Greenhouse
About this role
*For this opening we are looking for undergraduate Seniors graduating Winter 2025/Spring 2026*
The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.
Must be able to start July 27th, 2026 and work in our San Francisco office.
What You’ll Do:
Prepare client balance sheets and develop asset allocation analyses.
Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: spring, greenhouse
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in San Francisco. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
springgreenhouse
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