Associate, Portfolio Analytics @ ICONIQ Capital | Jobright.ai
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ICONIQ Capital · 3 days ago

Associate, Portfolio Analytics

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Growth Opportunities

Insider Connection @ICONIQ Capital

Discover valuable connections within the company who might provide insights and potential referrals, giving your job application an inside edge.

Responsibilities

Lead and collaborate on various high-impact projects to support the portfolio of high-performing technology companies.
Capture qualitative and quantitative data through primary and secondary research initiatives, including analysis of portfolio company data, interviews, and surveys.
Optimize portfolio data collection, aggregation, and enrichment processes.
Build proprietary models and data visualization tools from portfolio company data for benchmarking efforts and performance analyses.
Aid in marketing content creation for internal and external audiences, including blog posts, videos, and speaking opportunities.
Support internal strategic projects such as content generation, reporting, communication, and fundraising.

Qualification

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Quantitative AnalysisProject ManagementMarket AnalysisMS Office ProficiencyProblem-SolvingAnalytical ThinkingLeadershipPassionTableauData AnalysisVisualization Tools

Required

3+ years of relevant industry experience in technology, consulting, or business operations / strategy.
Quantitative background and demonstrated success at solving ambiguous problems in a highly analytical environment with applications to higher-level business strategy and operations.
Advanced proficiency with PowerPoint, Excel, and other tools with limited oversight.
Direct project experience leading both primary and secondary research efforts.
Passion for and experience working either directly or indirectly in the technology sector, including familiarity with key business models, market dynamics, and strategic priorities.

Preferred

Tableau, and/or other data analysis and visualization tools proficiency preferred but not required.

Benefits

Comprehensive Medical, Dental and Vision Insurance
Life and disability insurance coverage
Family and wellness benefits including mental health benefits, fertility benefits, and back-up childcare
Matching 401(k) program
Commuter Benefits program
Stipends to support wellness and hybrid working arrangements
Tuition reimbursement
Smart-casual dress code

Company

ICONIQ Capital

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ICONIQ Capital is a privately-held investment firm that serves some influential families and organizations.

H1B Sponsorship

ICONIQ Capital has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Trends of Total Sponsorships
2023 (7)
2022 (8)
2021 (8)
2020 (11)

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
Dyal Capital Partners
2020-11-10Private Equity· Undisclosed

Leadership Team

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Caroline Xie
General Partner
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Divesh Makan
Partner
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Company data provided by crunchbase
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