ICONIQ Capital
Senior Analyst, Valuations
New York, New York, United States · Senior
Sponsorship not specified$130k-$160kDetected 163 days ago
Project ManagementAccountingExcelValuationCommunicationMicrosoft OfficeCFA
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odds of building a lasting career here
54Sponsors, lottery-bound
Cap-exempt (no lottery)0
Sponsors this role80
Entry-level history0
PERM / green-card track0
Lottery odds (Level III)83
Fits your clock70
Sponsors, but it's cap-subject — you still face the weighted lottery (~45% per draw at Level III). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →Employer immigration record
from this employer's Department of Labor filings
Files H-1B transfers
4 transfer filings in the last year, covering 4 workers. Median labor-condition decision: 7 days. An employer that already files transfers is one that can take over an existing H-1B.
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.
- Equal Employment Opportunity Statement: We recognize that our people are our greatest strength, and the diverse skills and perspectives they contribute are integral to our success as a global organization.
Responsibilities
- Prepare and maintain performance calculations for investment level and fund level portfolio monitoring
- Maintain data set used for preparation of portfolio company valuations including tracking private company financials, financings, cap tables, and projections as needed
- Manage iLevel data collection platform and other analytics software tools
- Provide audit and investor relations support for portfolio company valuation related queries
- Support the finance and investment teams with ad-hoc projects including preparing materials for meetings and providing individual reporting with respect to portfolio company valuations and fund/investment performance metrics
- With over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society.
- We care most about how you think, what you've personally contributed, and how you use tools like AI to drive better outcomes.
- Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.
- Develop subject matter expertise in all things valuation, including industry and investment specific valuation methodologies and reporting requirements.
Requirements
- Bachelor's degree with concentration in finance / accounting / economics
- Ideal Candidate Background
- You're welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.
Nice to have
- 4+ years of experience, including but not limited to: Big 4 Valuations/Transaction Services, and/or Valuations Consulting.
- Valuations/Portfolio Monitoring experience at a PE/VC firm is strongly preferred
- Proficiency with Capital IQ / Factset / Bloomberg
- Experience with valuation software is a strong plus
- CFA / ASA / CPA / CEIV is a plus
- Experience with real estate / debt / complex security valuation is a strong plus
- Technology / Real estate sector knowledge is a plus
Compensation
- Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks.
- There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
- At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms.
- A reasonable estimate of the current salary range is $130,000 - $160,000 together with a discretionary bonus, health insurance, paid time off, 401k participation with a company matching program, wellness stipend, personal education allowance as well as a commuter benefits program.
Benefits
- Comprehensive Medical, Dental, and Vision Insurance
- Life and disability insurance plus wellness, fertility, and mental health benefits
- Commuter benefits and wellness stipends
- Tuition reimbursement and ongoing professional development support
- Specialize in growth equity, debt, real estate, and complex securities valuation
Company info
- As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company.
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This listing is sourced directly from ICONIQ Capital's careers page and normalized into a canonical job model.