ICONIQ Capital

ICONIQ Capital

Senior Analyst, Portfolio Analytics

New York, New York, United States · Senior

Sponsorship not specified$120k-$130kDetected 54 days ago
Data VisualizationResearchCollaborationProblem Solving

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

  • Support the collection, validation, and analysis of portfolio company data across multiple research and reporting initiatives.
  • Partner with the Portfolio Analytics team on high-impact projects supporting a portfolio of leading technology companies.
  • Help scale and optimize portfolio monitoring infrastructure in collaboration with the broader venture and growth team and Technology team.
  • Contribute to the enhancement of historical data systems to support due diligence and investor reporting efforts.
  • Develop and maintain data visualization and benchmarking tools that support portfolio performance analysis and internal reporting.
  • Collaborate with investment professionals and senior stakeholders across the venture and growth team to analyze and enrich portfolio company data.
  • Experience building or improving scalable data processes, reporting infrastructure, or analytics tools.
  • 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.

Requirements

  • 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

  • 2+ years of experience in analytics, finance, consulting, technology, data strategy, or a related field.
  • Experience working with large datasets, including data modeling, data structuring, and translating complex information into actionable insights.
  • Strong quantitative and analytical problem-solving skills with the ability to navigate ambiguity in a fast-paced environment.
  • Interest in technology markets, business models, and operational performance metrics.
  • Familiarity with portfolio monitoring or investment data platforms such as iLEVEL, Cobalt, Chronograph, or eFront is a plus.
  • Familiarity with artificial intelligence tools and technologies is a plus.

Compensation

  • Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.
  • 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 $120,000-$130,000 together with the benefits listed above.
  • Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role.

Benefits

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
  • Commuter Benefits program.
  • We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
  • 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 $120,000-$130,000 together with the benefits listed above.
  • Stipends to support wellness and hybrid working arrangements.

Equal opportunity

  • 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.
  • As an equal opportunity employer, we are deeply committed to fostering diversity and inclusion across our company.
  • We do not tolerate discrimination based on any protected characteristic, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy, disability, or any other characteristic protected by law.
  • Additionally, we provide reasonable accommodations to support applicants and employees with religious practices, mental health needs, physical disabilities, or other conditions requiring support.

This listing is sourced directly from ICONIQ Capital's careers page and normalized into a canonical job model.