The Team: PitchBook Data Operations team performs web-based research and utilizes technology tools to capture hard-to-find data on private capital markets including venture capital, private equity, and mergers and acquisitions (M&A). This information allows PitchBook’s customers to discover emerging companies, conduct research on potential investment opportunities, and gain a competitive edge in investment decision-making and negotiations.
The Role: The Associate Business Intelligence Analyst perform critical analysis and data support of all data operations at PitchBook. The role uses data to figure out trends, perform critical analysis and build data visualizations for Data Operations function at PitchBook. The Analyst will conduct thorough data analysis, help design and implement analytics programs, generate reports, and collaborate with various teams to ensure we are optimizing our resources and maximizing our output. The Analyst works closely with business and IT team to turn data into critical information and knowledge that can be used to make sound business decisions.
Responsibilities:
- Work with a range of data and reporting technologies like SQL, Tableau and Power BI to help build, maintain, and manage dashboards to power analytics for data-driven decision making.
- Design and maintain SQL views, Power BI datasets, workspaces and reporting structures used to compile insights.
- Build executive level reporting that displays complex quantitative data in a simple, intuitive format and to present findings in a clear and concise manner.
- Interpret and analyse data from multiple sources, spot trends/anomalies/outliers, synthesize raw data and create models to test hypotheses.
- Provide design support for development of business intelligence solutions, build an in-depth understanding of the business, and serve as the primary owner of new report requests.
- Interpret business requirements and determines optimum BI solutions to meet business needs.
- Trains users and executives to use reports, metrics, and action-oriented information correctly.
Qualifications:
- Ability to work with a range of data and reporting technologies to build upon a strong foundation of rigor, quantitative techniques, and efficient processing.
- Bachelor’s degree from STEM fields such as Computer Science, Engineering, IT, Analytics, etc. Specialized training/certification and master’s degree preferred.
- Basic SQL skills a necessity and intermediate SQL skills preferred, with experience querying large datasets from multiple sources and developing automated reporting.
- R and/or Python skills for scripting, data manipulation, custom ETLs, statistical analysis
- Experience with BI/data visualization software programs such as Tableau or Microsoft Power BI
- Excellent analytical thinking and interpersonal skills, with the ability to communicate complex data issues correctly and clearly to both internal and external customers.
- Attention to detail. Ability to define and organize tasks, responsibilities & priorities.
- Willing and flexible to work on UK shift, US shift and Indian holidays.
Morningstar is an equal opportunity employer
Morningstar's hybrid work environment gives you the opportunity to collaborate in-person each week as we've found that we're at our best when we're purposely together on a regular basis. In most of our locations, our hybrid work model is four days in-office each week. A range of other benefits are also available to enhance flexibility as needs change. No matter where you are, you'll have tools and resources to engage meaningfully with your global colleagues.
I10_MstarIndiaPvtLtd Morningstar India Private Ltd. (Delhi) Legal EntitySkills Required
- Bachelor’s degree in a STEM field such as Computer Science, Engineering, IT, or Analytics
- Basic SQL skills
- Experience querying large datasets from multiple sources
- Experience developing automated reporting
- R and/or Python skills for scripting, data manipulation, custom ETLs, and statistical analysis
- Experience with Tableau or Microsoft Power BI
- Strong analytical thinking and interpersonal communication skills
- Attention to detail and ability to organize tasks, responsibilities, and priorities
- Intermediate SQL skills
- Specialized training or certification
- Master’s degree
- Flexibility to work UK shifts, US shifts, and Indian holidays
Morningstar Compensation & Benefits Highlights
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Leave & Time Off Breadth — Time-off policies include flexible PTO and a paid sabbatical every four years, often highlighted as a standout perk. Feedback suggests this structure supports strong work–life balance and meaningful breaks.
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Parental & Family Support — Policies advertise a global minimum of 16 weeks for primary caregivers, up to 8 weeks for secondary caregivers, and at least six weeks of paid caregiving leave. These offerings signal above-average support for family and caregiving needs.
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Retirement Support — Retirement programs feature employer 401(k) contributions/matching, with some postings citing a 75% match on up to 7% of pay. Feedback suggests these offerings are a strong pillar of the package.
Morningstar Insights
What We Do
We are a global investment research and financial data company with 40-plus offices across North America, Europe, Australia, and Asia. Our products and services are used daily by individual investors, financial advisors, asset managers, retirement plan providers, and institutional investors. We provide data, research, and analysis across managed investment products, publicly listed companies, private capital markets, debt securities, and real-time global market data. The financial system can have real barriers—hidden information, friction that can slow decisions, and forces that can limit transparency and access. We work to remove them, bringing independent research, connected data, and investor-first tools to a system that needs more clarity. The people doing this work span research, technology, design, product, sales, and functional areas. We build many of our products in-house, so the work can connect directly to the tools investors use to make real financial decisions.
Why Work With Us
Morningstar’s missing is to empower investor success. We can only do that if our people feel empowered. That means finding people who think independently, bring a wide range of backgrounds with analytical rigor and genuine intellectual curiosity to the work.
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Morningstar Teams
Morningstar Offices
Hybrid Workspace
Employees engage in a combination of remote and on-site work.
Across most of our offices globally, employees work four days a week in the office and one day from home. We recognize that life doesn't always fit a fixed schedule and offer programs that can help provided increased workplace flexibility.


























