Best suited to mid-level financial services professionals with strong Excel and SQL skills working in private capital markets.
Derived from job-description analysis by Serendipath's career intelligence engine.
Original posting from Pitchbookdata via Greenhouse
At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.
Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.
If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.
About the Role:
PitchBook Institutional Research Group is a provider of research services to private market investors, advisors, and market participants. The group provides Investment strategy, fund performance, and industry research through a differentiated, framework-driven approach. In addition, the group provides custom research and data analysis support to subscribing clients.
PitchBook’s Data Analyst works with private markets transaction data to develop meaningful insights into a fascinating industry and power our industry leading private equity, M&A, venture capital, and emerging technology research. In addition, you’ll leverage your analysis skills to interpret client data requests and deliver packaged analytics used by some of the largest private capital investors, investment banks, and service providers globally. Our team utilizes technical data analysis skills in conjunction with deep financial and private capital markets industry knowledge to deliver the most accurate and digestible information to our clients.
Primary Job Responsibilities:
Utilize strong Microsoft Excel, SQL, and other programming language skills to provide high-quality data analysis and support to clients, internal stakeholders, and select media outlets
Serve as data expert for all use cases that utilize PitchBook’s broad database
Contribute to research and analysis across our core private equity, M&A, venture capital, and emerging technology coverage areas
Work closely with research analysts to identify unique data points to support research, while also identifying unique tables and graphs to clearly illustrate that information
Manage and complete time-sensitive custom research requests for clients
Contribute to and provide data support to broader editorial teams as they develop content for blog posts, data-graphics, and newsletter stories
Manage and respond to inquiries from clients, press, internal colleagues, and the general public regarding data requests and published research
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested
Skills and Qualifications:
Bachelor’s degree with a concentration in Finance, Business Administration, or Economics preferred
Strong understanding of financial concepts such as valuation techniques (Discounted Cash Flow, comps, etc.), Internal Rate of Return, asset allocations, and more
3+ years of experience in a financial services role or experience working with large datasets
Strong Excel proficiency and experience in SQL is a plus
Experience using Python or other programming languages is a plus
Strong interest in M&A and private financial markets
Critical thinker
Detail oriented with an analytical mindset
Strong communication skills, both verbal and written
Experience with PitchBook Platform is a plus
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits + Compensation at PitchBook:
Physical Health
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
Emotional Health
Paid sabbatical program after four years
Paid family and paternity leave
Annual educational stipend
Ability to apply for tuition reimbursement
CFA exam stipend
Robust training programs on industry and soft skills
Employee assistance program
Generous allotment of vacation days, sick days, and volunteer days
Social Health
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
Financial Health
401k match
Shared ownership employee stock program
Monthly transportation stipend
*Please be aware the above PitchBook benefit and perk offerings are subject to corresponding plan and policy documents and may change during the course of your employment.
Compensation
Annual base salary: $85,000-$100,000
Target annual bonus percentage: 7.5%
Working Conditions:
At the heart of our company is a belief in the power of in-person collaboration. Being together in the office fuels our creativity, strengthens our connections, and drives the innovation that sets us apart. Our culture is built on spontaneous moments—those hallway conversations, whiteboard brainstorms, and shared celebrations in each of our global offices—that simply can’t be replicated remotely. This role is expected to be in the office 5 days a week.
The job conditions for this position are in a standard office setting. Employees in this position use PC and phone on an on-going basis throughout the day. Limited corporate travel may be required to remote offices or other business meetings and events.
We are excited to get to know you and your background. Concerned that you might not meet every requirement? We encourage you to still apply as you might be the right candidate for the role or other roles at PitchBook.
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