Senior Analyst, Portfolio Operations

ICONIQ; San Francisco (CA); On-site; USD 110,000 - 120,000; Full time

Benefits offered by this job

Comprehensive Medical, Dental and Vision Insurance

401(k) matching program

Tuition reimbursement

Smart-casual dress code

Mental health benefits

Job summary

A leading investment firm is seeking a Senior Analyst to join its Portfolio Operations team in San Francisco. The role focuses on driving strategic value across their portfolio, partnering with enterprise leaders, and developing market insights. Ideal candidates have 2+ years in consulting or technology, strong analytical abilities, and excellent communication skills. ICONIQ offers competitive compensation in the range of $110,000-$120,000, comprehensive benefits, and a hybrid working policy.

Qualifications

• Minimum of 2 years of experience in consulting or technology.
• Strong academic background with analytical skills.
• Excellent communication skills to engage stakeholders.

Responsibilities

• Expand ICONIQ’s network of senior enterprise leaders.
• Support go-to-market efforts for portfolio companies.
• Design and execute executive engagements.

Skills

Analytical capabilities

Communication skills

Project management

Interest in technology

AI tools familiarity

Education

2+ years of experience in consulting, venture capital, or technology

Tools

Excel

PowerPoint

Google Workspace

Salesforce

Job description

ICONIQ 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 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.

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.

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.

About ICONIQ:

ICONIQ is a global investment firm elevated by an extraordinary community. With over $80 B 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.