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Strategic Portfolio Operations Specialist

2 months ago

San Francisco, California, United States ICONIQ Capital Full time
About the Role

We are seeking a highly skilled and experienced individual to join our Portfolio Operations team at ICONIQ Capital. As a Strategic Portfolio Operations Specialist, you will play a critical role in driving commercial and strategic opportunities between our technology companies and our broader ecosystem of industry-leading businesses.

Key Responsibilities
  • Market Mapping and Research: Utilize various data sources, including PitchBook, LinkedIn, and internal data, to conduct market mapping and primary research to support the expansion of our network of senior leader relationships.
  • Event Support: Logistically support events with founders, corporate executives, and thought leaders to produce insight sharing across our portfolio and network. This includes creating meeting collateral, researching attendee bios, and assembling prep emails for events.
  • Commercial and Strategic Introductions: Support the facilitation of relevant commercial or strategic introductions amongst portfolio companies, network relationships, and prospects.
  • Platform Management: Assist in platform management, ensuring data hygiene and platform best practices are maintained to ensure scalability.
  • Trend Analysis and Reporting: Assemble information gathered from networking activities to inform portfolio companies on trends and strategic priorities of key customer verticals.
  • Presentation and Marketing Materials: Build and maintain presentations and marketing materials to inform team members on network, stories of connectivity and value creation, as well as for internal reporting and training purposes.
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, 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.