Senior Portfolio Operations Analyst
4 weeks ago
We are seeking a talented individual to join our highly strategic Portfolio Operations team at ICONIQ Capital. The successful candidate will help drive commercial and strategic opportunities between our technology companies and broader ecosystem of industry-leading businesses.
Key Responsibilities:
- Support the expansion and mapping of our network of senior leader relationships by leveraging various data sources.
- Logistically support events with founders, corporate executives, and thought leaders to produce insight sharing across our portfolio and network.
- Support the facilitation of relevant commercial or strategic introductions amongst portfolio companies, network relationships, and prospects.
- Assist in platform management, ensuring data hygiene and platform best practices are maintained to ensure scalability.
- Assemble information gathered from networking activities to inform portfolio companies on trends and strategic priorities of key customer verticals.
- Build and maintain presentations and marketing materials to inform team members on network, stories of connectivity, and value creation.
Ideal Candidate Background:
- 3+ years of relevant experience in a SaaS, consulting, or Venture Capital firm.
- Bachelor's degree with a strong academic background and demonstrated entrepreneurial mindset.
- Proficient in using Outlook, Word, Excel, PowerPoint, Google Suite, Salesforce, and other relevant tools.
- Strong integrity, confidence, emotional intelligence, and ability to diplomatically navigate complex situations to lead diverse stakeholders and drive execution.
- Excellent project management skills and proven ability to multitask in a fast-moving environment.
What We Offer:
- Comprehensive Medical, Dental, and Vision Insurance.
- Life and disability insurance coverage, as well as family and wellness benefits.
- A matching 401(k) program.
- Commuter Benefits program.
- Stipends to support wellness and hybrid working arrangements.
- Tuition reimbursement and allocation for books and other supplies needed for 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: A reasonable estimate of the current salary range is $110,000 - $120,000, together with the benefits listed above.
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