Senior Analyst, Portfolio Analytics

jobr.pro; New York (NY); Hybrid; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical, Dental and Vision Insurance

401(k) matching

Commuter Benefits

Job summary

jobr.pro is looking for a Senior Analyst in Portfolio Analytics to join our NYC team and help deliver data analysis that supports innovative technology companies. You'll play a crucial role in enhancing our data infrastructure and will collaborate across teams to drive operational excellence.

With at least 4 years of experience in analytics, the ideal candidate will understand large datasets and possess strong problem-solving skills. We offer comprehensive benefits and a competitive salary range of $120,000–$130,000.

Qualifications

• 4+ years of experience in analytics or related field.
• Experience working with large datasets.
• Strong quantitative and analytical problem-solving skills.

Responsibilities

• Support collection and analysis of portfolio company data.
• Partner on high-impact projects within portfolio analytics.
• Develop and maintain data visualization tools.
• Contribute to the enhancement of historical data systems.

Skills

Analytics skills

Data modeling

Problem-solving

Interest in technology markets

Experience with large datasets

Education

4+ years in analytics, finance, or consulting

Tools

iLEVEL

Cobalt

Chronograph

eFront

Job description

Join ICONIQ's venture and growth team and help deliver data driven insights that support some of the world’s most innovative technology companies. This role sits within the venture and growth team, which partners with founders defining the future of their industries to transform the world. Through our investment platform and global network, we help amplify portfolio company success from early growth stage through IPO and beyond.

As a Senior Analyst, Portfolio Analytics, you will play a key role in scaling and enhancing our portfolio data infrastructure, supporting strategic initiatives, and helping drive operational excellence through analytics, automation, and emerging technologies.

What You’ll Do:

• Support the collection, validation, and analysis of portfolio company data across multiple research and reporting initiatives.
• Partner with the Portfolio Analytics team on high-impact projects supporting a portfolio of leading technology companies.
• Help scale and optimize portfolio monitoring infrastructure in collaboration with the broader venture and growth team and Technology team.
• Contribute to the enhancement of historical data systems to support due diligence and investor reporting efforts.
• Assist in advancing the team’s artificial intelligence strategy and broader technology roadmap.
• Develop and maintain data visualization and benchmarking tools that support portfolio performance analysis and internal reporting.
• Collaborate with investment professionals and senior stakeholders across the venture and growth team to analyze and enrich portfolio company data.
• Identify opportunities to improve workflows, automation, and operational efficiency across analytics processes.

Ideal Candidate Background:

• 4+ years of experience in analytics, finance, consulting, technology, data strategy, or a related field.
• Experience working with large datasets, including data modeling, data structuring, and translating complex information into actionable insights.
• Strong quantitative and analytical problem‑solving skills with the ability to navigate ambiguity in a fast‑paced environment.
• Interest in technology markets, business models, and operational performance metrics.
• Experience building or improving scalable data processes, reporting infrastructure, or analytics tools.
• Familiarity with portfolio monitoring or investment data platforms such as iLEVEL, Cobalt, Chronograph, or eFront is a plus.
• Experience managing cross‑functional projects or external partners is a plus.
• Familiarity with artificial intelligence tools and technologies is a plus. We value team members who are curious about leveraging artificial intelligence to enhance productivity, streamline workflows, and drive 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 New York City 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 $120,000–$130,000 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.

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.

When you submit a job application as a prospective employee (“you” 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 and ICONIQ’s Privacy Policies available here.

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.