Senior Financial Advisory Analyst for UHNW Client Portfolios

ICONIQ
San Francisco, US
On-site

Job Description

A global investment firm is seeking a Senior Analyst for Financial Advisory in its San Francisco office. This role involves preparing client balance sheets, monitoring investment performance, and developing financial analyses for high net worth clients. Candidates should have 3-4 years of relevant experience, excellent communication skills, and a passion for investment management. This position offers a competitive salary range of $110,000 - $150,000, along with a bonus, health insurance, and additional perks. #J-18808-Ljbffr

Skills & Requirements

Technical Skills

CommunicationInvestment management

Salary

$110,000 - $150,000

year

Employment Type

FULL TIME

Level

senior

Posted

4/8/2026

Apply Now

You will be redirected to ICONIQ's application portal.