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Financial Advisory, Analyst (Graduate Program)
Company | ICONIQ Capital |
Address | San Francisco, CA, United States |
Employment type | FULL_TIME |
Salary | |
Category | Technology, Information and Internet |
Expires | 2023-08-25 |
Posted at | 9 months ago |
- For this opening we are looking for college Seniors graduating in Winter 2023/Spring 2024*
- Participate in equity and option trading activities with increasing responsibilities for investment execution.
- Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
- 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.
- Prepare client balance sheets and develop asset allocation analyses.
- Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
- Perform ad hoc analyses for clients' financial and estate planning needs.
- Highly motivated, trustworthy, intellectually curious, and mature.
- Passion for investment management and client service.
- Two years of relevant professional/financial services experience.
- Detail-oriented and thorough.
- Excellent academic background and strong cognitive ability.
- Bachelor's degree required.
- Superior communication and analytical skills.
-
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