Analyst, Financial Advisory (Entry-Level, New York and San Francisco)

Are you a high-achieving undergraduate ready to launch your career at the intersection of sophisticated finance and cutting-edge data? At ICONIQ, we manage bespoke investment portfolios for the world’s most influential families and mission-driven institutions, and we are looking for the next generation of talent to join our Financial Advisory team. This entry-level role, based in our New York or San Francisco offices, is designed for ambitious seniors graduating in Winter 2026 or Spring 2027 who are eager to harness the power of data to drive meaningful, long-term impact. You will not just be crunching numbers; you will be helping to craft strategies that leverage the unique capital and collective intelligence of the ICONIQ community.

In this Data & Analytics-focused role, you will immerse yourself in a culture defined by uncommon care and intellectual rigor. You will work alongside seasoned investment professionals to synthesize complex data sets into actionable insights that shape our investment philosophy and client success. If you are a collaborative problem-solver who thrives in high-stakes environments and wants to contribute to a platform that prioritizes both excellence and purpose, we want to meet you. Join us at ICONIQ and help us compound returns while building a career that makes a lasting difference.

Requirements

• Strong proficiency in SQL and data visualization tools (Tableau, PowerBI).
• Experience with statistical programming languages like R or Python.
• Ability to derive actionable insights from large, complex datasets.
• Strong mathematical background and analytical thinking.
• Experience with data warehousing and ETL processes is beneficial.
• Degree in Statistics, Mathematics, Economics, or a related field.