Associate, Portfolio Analytics

This role sits within ICONIQ Venture & Growth which partners with founders defining the future of their industries to transform the world. You will sit on our Analytics team and support our Portfolio Engagement efforts by delivering data-driven analyses and insights that will inform ICONIQ portfolio companies across various aspects of business operations and best- in-class performance.

You will have the opportunity to collect and analyze a breadth of data types across various topics to inform decision-making processes across our portfolio companies, the investment team, and ICONIQ more broadly. This will include doing both primary and secondary research, creatively leveraging publicly available sources, and partnering with our portfolio companies.

Select examples of studies and proprietary tools published to date along this vein are outlined below. Some of these can also be accessed here:

What You’ll Do:

• Lead and collaborate on various high- impact projects to support our portfolio of high performing technology companies including:
  • Specific analysis and benchmarking of key operational indicators.
  • Broader thought-leadership across topics such as financial performance, IPO readiness, organizational structure and compensation, GTM strategy, and more.
  • Custom advisory projects for portfolio companies.
  • Data partnerships with portfolio companies.
  • Productization of various internal and external datasets.
• Capture both qualitative and quantitative data across various primary and secondary research initiatives – including collection and analysis of portfolio company data, interviews with SMEs, review of public filings, and design and analysis of proprietary surveys.
• Support the build-out of proprietary models and data visualization tools driven from portfolio company data to drive benchmarking efforts and performance analyses.
• Build deep relationships and work directly with various stakeholders at both junior and senior levels within our portfolio companies
• Interface with Investment Team members and senior leadership to support portfolio companies on custom benchmarking projects and advisory
• Help identify areas for improvement and potential strategic initiatives to enhance our Portfolio Engagement efforts and investment platform

Ideal Candidate Background:

• Bachelor’s degree and excellent academic
• 3+ years of relevant industry experience working in a fast-paced environment, preferably in consulting, investment banking, equity research, or technology
• Extremely high attention to detail and strong quality control practice
• Entrepreneurial spirit with passion for building and crafting the evolving vision of this team and role
• Ability to break down complex problems and love for working with data
• Strong interpersonal, management, organizational, and communication skills and the ability to be comfortable interacting with individuals across the team
• Proficiency with PowerPoint and other Microsoft Office tools with limited oversight
• Proficiency working with complex data in Excel, including data modeling and structuring best practices, and ability to transform data into key insights using a variety of charts and visualization techniques
• Familiarity with Tableau, and or/other data analysis and visualization tools is a plus.
• Preferred, but not required:
  • Experience with Tableau, and/or other data analysis and visualization tools
  • Passion for and experience working either directly or indirectly in the technology sector – familiar with key business models, market dynamics, strategic priorities a plus

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 San Francisco 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. 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 $140,000-$160,000 together with the benefits listed above.

About ICONIQ

ICONIQ 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. 

When you submit a job application as a prospective employee (“your” or “your”) of ICONIQ Capital LLC (“ICONIQ,” “we,” “us,” or “our”), we or our service providers may collect, use, disclose and otherwise process personal information about you. Personal information collected by the Greenhouse portal is subject to the Greenhouse's privacy policy, available here [https://www.greenhouse.com/privacy-policy] and ICONIQ’s Privacy Policies available here [https://www.iconiqcapital.com/privacy-policies]. 

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. 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.