Analyst, Portfolio Analytics

You will be a key member of the ICONIQ Growth Analytics team in a specialized Portfolio Monitoring and Data role. This role supports our Portfolio Engagement efforts by designing, building, and supporting the underlying infrastructure that houses data used for various internal and external purposes. This role sits within the broader ICONIQ Growth team which partners with founders defining the future of their industries to transform the world. Our investment platform and unique ecosystem helps amplify our portfolio companies' success from early growth stage to IPO and beyond. Elevated by our global community of founders, pioneers, and trailblazers, we are entrepreneurs backing entrepreneurs.

What You'll Do:

• Assist with the automation behind capturing and maintaining qualitative and quantitative data across various primary and secondary research initiatives – including collection, validation, and analysis of portfolio company data.
• Collaborate with other members of the Portfolio Analytics team on various high-impact projects to support our portfolio of high performing technology companies.
• Enhance scalability of overall portfolio monitoring infrastructure in tandem with direct ICONIQ Growth Analytics team, and broader ICONIQ Technology team.
• Optimize our historical data trail to bolster due diligence efforts, as well as external Investor Relations requests.
• Support the build of data visualization tools driven from portfolio company data to support internal portfolio monitoring, and ongoing benchmarking and portfolio company performance analyses.
• Interface with Investment Team members and senior leadership to analyze, aggregate, and enrich portfolio company data to support portfolio engagement projects and ongoing investment performance.
  
  

Ideal Candidate Background:

• Bachelor's degree and 1 years of relevant industry experience in finance, accounting, technology, consulting, or data analyses.
• Proficiency in working with complex data in Excel, including data modeling and structuring best practices, and ability to transform data into key insights.
• Desire for ownership and personal impact that can be found only within a small and growing team.
• Passion for and experience working either directly or indirectly in the technology sector – familiarity with key business models, market dynamics, strategic priorities a plus.
• Preferred, but not required:
• Experience with iLEVEL, Cobalt, Chronograph, or eFront and/or other portfolio monitoring and data collection and aggregation tools
• Experience with Tableau, PowerBI, Qlik, Looker, or other data visualization tools
• Experience managing and/or interfacing with third party consultants for project management and resourcing initiatives
  

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare.
• A matching 401(k) program.
• Commuter Benefits program.
• Stipends to support wellness and hybrid working arrangements.
• 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.
• Smart-casual dress code.
  
  

Location: Applicants are expected to work onsite in our New York office in accordance with our hybrid working policy.



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 $100,000 - $110,000 together with a discretionary bonus and a comprehensive benefits program.

About ICONIQ Capital

ICONIQ Capital is a global investment firm elevated by an extraordinary community. With over $80B 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.

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ICONIQ Capital, LLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. The Company is committed to complying with its obligations under the Americans with Disabilities Act and will make reasonable accommodations for qualified individuals with known disabilities as required by law.