Senior Analyst, Portfolio Operations

Reposted 19 Days Ago
San Francisco, CA, USA
In-Office
110K-120K Annually
Junior
Financial Services
The Role
The Senior Analyst will drive strategic value by partnering with executives, mapping networks, supporting portfolio growth efforts, and providing market insights.
Summary Generated by Built In

ICONIQ Venture & Growth is seeking a Senior Analyst to join its Portfolio Operations team, a highly strategic function focused on driving commercial and strategic value across our portfolio and broader ecosystem. This role partners closely with founders, executives, and enterprise leaders to unlock growth opportunities, generate actionable insights, and strengthen our network advantage.


This role sits within ICONIQ Venture & Growth which partners with founders defining the future of their industries to transform the world.


What You’ll Do:

  • Expand and map ICONIQ’s network of senior enterprise leaders to drive long-term ecosystem strength
  • Build relationships with enterprise leaders through events, strategic discussions, and ongoing market engagement
  • Support go-to-market efforts for portfolio companies by identifying target customers and facilitating strategic introductions
  • Partner with founders and executives to refine customer profiles, target sectors, and growth priorities
  • Develop market insights by analyzing enterprise buying trends and emerging technology adoption
  • Design and execute curated executive engagements including roundtables, briefings, and industry events
  • Maintain accurate data and reporting to track ecosystem growth and portfolio impact
  • Collaborate cross-functionally to deliver high-quality outcomes and strengthen internal knowledge sharing

Ideal Candidate Background:

  • 2+ years of experience in consulting, venture capital, technology, or a related field
  • Strong academic track record and analytical capabilities
  • Experience managing multiple projects in a fast-paced environment
  • Excellent communication skills with the ability to engage senior stakeholders
  • Proficiency with tools such as Excel, PowerPoint, Google Workspace, or Salesforce
  • Familiarity with market research platforms and emerging technologies
  • Interest in technology and its impact across industries
  • Familiarity with AI tools and technologies is a plus; we value curiosity around using AI to enhance productivity and innovation

What We Offer:

  • Comprehensive Medical, Dental and Vision Insurance starting on your first day of employment.
  • 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 $110,000-$120,000 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]. 


Use of AI in the Application Process

We expect candidates to be fluent in using AI tools to enhance their work. You’re welcome to use AI in preparing your application where it adds value, but your materials must be accurate and reflect your own experience, judgement and voice.


We care most about how you think, what you’ve personally contributed, and how you use tools like AI to drive better outcomes. Strong candidates demonstrate both authenticity and leverage, using AI to elevate their work while maintaining clear ownership.


Throughout the interview process, you should be prepared to speak in depth about your experience and contributions in your own words.


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.

Skills Required

  • 2+ years of experience in consulting, venture capital, technology, or a related field
  • Strong academic track record and analytical capabilities
  • Excellent communication skills with the ability to engage senior stakeholders
  • Experience managing multiple projects in a fast-paced environment
  • Proficiency with tools such as Excel, PowerPoint, Google Workspace, or Salesforce
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: San Francisco, CA
465 Employees
Year Founded: 2011

What We Do

ICONIQ Capital is a privately held investment firm serving some of the world’s most influential families and organizations. ICONIQ provides financial advisory and family office services, and manages direct investments where technology and traditional asset classes intersect, with a focus on technology growth equity, buyout, and real estate.

Similar Jobs

Parsec Automation Logo Parsec Automation

Revenue Operations Intern (Account Planning)

Artificial Intelligence • Information Technology • Internet of Things • Software • Analytics • Automation • Manufacturing
Easy Apply
In-Office
Anaheim, CA, USA
99 Employees
25-25 Hourly

Mochi Health Logo Mochi Health

Marketing Associate

Healthtech • Telehealth
Easy Apply
In-Office
San Francisco, CA, USA
70 Employees
100K-150K Annually

Mochi Health Logo Mochi Health

Senior Product Designer

Healthtech • Telehealth
Easy Apply
In-Office
San Francisco, CA, USA
70 Employees
180K-225K Annually

CrowdStrike Logo CrowdStrike

Human Resources Specialist

Cloud • Computer Vision • Information Technology • Sales • Security • Cybersecurity
Hybrid
Sunnyvale, CA, USA
10000 Employees
34-53 Hourly

Similar Companies Hiring

Rain Thumbnail
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
New York, NY
100 Employees
Granted Thumbnail
Mobile • Insurance • Healthtech • Financial Services • Artificial Intelligence
New York, New York
23 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account