Senior Analyst, Portfolio Operations

April 24

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ICONIQ Capital

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ICONIQ Capital is a global investment firm elevated by an extraordinary community$1. .$1

201 - 500

💰 Private Equity Round on 2020-11

Description

• Support the expansion & mapping of ICONIQ’s network of senior leader relationships by leveraging various data sources including PitchBook, LinkedIn, internal data, and others to conduct market mapping and primary research. • Logistically support events with founders, corporate executives and thought leaders to produce insight sharing across our portfolio and network. Support activities can include, the creation of meeting collateral, research for attendee bios and assembling prep emails for events. • Support the facilitation of relevant commercial or strategic introductions amongst portfolio companies, network relationships and prospects. • Assist in platform management, helping ensure 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, as well as for internal reporting and training purposes

Requirements

• 3-5 years of relevant experience in a SaaS, consulting or Venture Capital firm • Bachelor’s degree with a strong academic background, with demonstrated entrepreneurial mind set • Proficient in using Outlook, Word, Excel, PowerPoint, Google Suite, Salesforce, and Monday.com • 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

Benefits

• 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