Associate, Portfolio Analytics

ICONIQ Capital

New York, NY, USA
Posted on July 1, 2024

This role sits within ICONIQ Growth which partners with founders defining the future of their industries to transform the world. You will be a key member of the Growth Analytics team helping to support our Portfolio Engagement efforts by delivering data-driven analyses that will inform ICONIQ Growth portfolio companies across various aspects of business operations. 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:

  • Lead and collaborate on various high-impact projects to support our portfolio of high-performing technology companies.
  • Capture both qualitative and quantitative data across various primary and secondary research initiatives – including collection and analysis of portfolio company data, interviews with industry leaders and subject matter experts, review of public filings, and design and analysis of proprietary surveys.
  • Oversee and support the optimization of portfolio data collection, aggregation, and enrichment processes.
  • Support the build-out of proprietary models and data visualization tools driven from portfolio company data to drive benchmarking efforts and performance analyses.
  • Aid in marketing content creation for both internal and external audiences – including the opportunity to develop personal voice and platform through ICONIQ Growth blog posts, videos, and speaking opportunities.
  • Support and/or spearhead various internal strategic projects including content generation, quarterly reporting, internal & external communication, fundraising, and much more.

Ideal Candidate Background:

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

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 $130,000 – $145,000 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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