ICONIQ ยท 1 day ago
Senior Analyst, Valuations
New York, New York, United States
Full-time
Hybrid
Mid, Senior Level
$120K/yr - $130K/yr
2+ years expICONIQ is a global investment firm managing over $80B in assets. The Senior Analyst, Valuations will play a crucial role in evaluating and summarizing valuation results for the company's investment portfolio, while collaborating with various teams to ensure accurate reporting and analysis.
FinanceInternetReal EstateVenture Capital
Responsibilities
Develop subject matter expertise in all things valuation, including industry and investment specific valuation methodologies and reporting requirements
Specialization in equity, debt, real estate, and complex securities valuation
Own the beginning to end process for preparation of valuation memos for private equity fund investments and SPVs in accordance with valuation policy and ASC 820
Work with third party appraisers to obtain real estate property appraisals and perform fund level valuations
Manage iLevel data collection platform and analytics software tool
Prepare summary exhibits and assist with the quarterly valuation committee meetings to discuss proposed valuations and garner approval
Support the finance and investment teams with special projects including preparing materials for meetings and providing ad-hoc reporting with respect to company valuations and fund/investment performance metrics
Assist with back-testing and maintenance of valuation policy / procedures / governance
Qualification
Required
2+ years of experience in public accounting (valuations specialist / transaction services), valuations consulting, or related work experience at a PE/VC firm
Bachelor's degree with concentration in finance / accounting / economics / business
Working knowledge of Capital IQ / Factset / Bloomberg
Preferred
CFA / ASA / CPA / CEIV is a plus
Experience with real estate / debt / complex security valuation is a plus
Technology / Real estate sector knowledge is a plus
Benefits
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.
Company
ICONIQ
ICONIQ is a global investment firm catalyzing opportunity through extraordinary community.
201-500 employees
H1B Sponsorship
ICONIQ 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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (11)
2024 (10)
2023 (5)
2022 (11)
2021 (9)
2020 (5)
Funding
Current Stage
Growth StageTotal Funding
unknownKey Investors
Dyal Capital Partners
2020-11-10Private Equity
Leadership Team
Caroline Xie
General Partner, ICONIQ
Doug Pepper
General Partner
Recent News
thesaasnews.com
2026-01-08
Crunchbase News
2026-01-02
Company data provided by crunchbase