About this role
Senior Analyst- Associate, Financial Advisory (New York and San Francisco) at ICONIQ. Location: New York City or San Francisco. Role: prepare balance sheets, analyze investment reports, support planning analyses Requirements: Bachelor’s degree and 3+ years (Senior Analyst) or 5+ years (Associate) in financial services or wealth management; strong analytics and client service skills. Category: Finance and Accounting Seniority: Mid Level Tools: Salesforce, Addepar Commitment: Full Time Workplace: Hybrid Languages: English