ICONIQ
Join to apply for the
Associate, Portfolio Analytics
role at
ICONIQ Join to apply for the
Associate, Portfolio Analytics
role at
ICONIQ This role sits within ICONIQ 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. 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. 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. 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 Familiarity with Tableau, and or/other data analysis and visualization tools is 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Analyst Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at ICONIQ by 2x Sign in to set job alerts for “Portfolio Associate” roles.
Associate/Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)
Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas)
San Francisco, CA $120,000.00-$195,000.00 4 days ago Associate, Transactions (NYC or San Francisco)
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Private Credit Sr. Associate or Associate
Menlo Park, CA $125,000.00-$190,000.00 5 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr
Associate, Portfolio Analytics
role at
ICONIQ Join to apply for the
Associate, Portfolio Analytics
role at
ICONIQ This role sits within ICONIQ 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. 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. 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. 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 Familiarity with Tableau, and or/other data analysis and visualization tools is 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. Seniority level
Seniority level Associate Employment type
Employment type Full-time Job function
Job function Analyst Industries Venture Capital and Private Equity Principals Referrals increase your chances of interviewing at ICONIQ by 2x Sign in to set job alerts for “Portfolio Associate” roles.
Associate/Senior Associate, Investment (Tech & Consumer, US) (To be based in San Francisco)
Associate/Senior Associate, Investment (Healthcare & Life Sciences-Americas)
San Francisco, CA $120,000.00-$195,000.00 4 days ago Associate, Transactions (NYC or San Francisco)
San Francisco, CA $115,000.00-$125,000.00 2 weeks ago San Francisco, CA $100,000.00-$115,000.00 3 days ago Equity Financial Analyst - San Francisco
San Francisco, CA $125,000.00-$200,000.00 2 years ago San Francisco, CA $110,000.00-$150,000.00 6 days ago San Francisco, CA $100,000.00-$150,000.00 3 weeks ago Payments Risk Analyst I, Operations (Platform)
San Francisco, CA $95,030.00-$111,800.00 2 weeks ago San Francisco, CA $110,000.00-$140,000.00 9 hours ago San Francisco, CA $175,000.00-$220,000.00 2 weeks ago San Francisco, CA $96,000.00-$156,000.00 20 hours ago San Francisco, CA $96,000.00-$156,000.00 20 hours ago San Francisco Bay Area $140,000.00-$190,000.00 3 weeks ago Associate, Strategic Finance - LTS (Product)
San Francisco, CA $95,000.00-$126,000.00 2 weeks ago San Francisco, CA $85,000.00-$135,000.00 2 days ago Private Equity Associate - SF - 2026 start
Private Credit Sr. Associate or Associate
Menlo Park, CA $125,000.00-$190,000.00 5 hours ago We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr