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Senior Financial Advisory Analyst — UHNW Portfolio Management
Job in
New York, New York County, New York, 10261, USA
Listed on 2025-12-02
Listing for:
Iconiq Growth
Full Time
position Listed on 2025-12-02
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A global investment firm is seeking a Senior Analyst for their Financial Advisory team in New York or San Francisco. This role involves preparing client balance sheets, monitoring investment performance, and developing asset allocation analyses. The ideal candidate has 3-4 years of professional services experience, strong analytical and communication skills, and a passion for investment management. The compensation range is $110,000 - $150,000 plus bonuses and benefits.
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Position Requirements
10+ Years
work experience
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