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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Skills Required
- Bachelor's degree with a concentration in Finance, Business Administration, or Economics
- 3+ years of experience in a financial services role or working with large datasets
- Strong Excel proficiency
- Experience in SQL
- Experience using Python or other programming languages
- Strong interest in M&A and private financial markets
PitchBook Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about PitchBook and has not been reviewed or approved by PitchBook.
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Strong & Reliable Incentives — Sales compensation includes meaningful on‑target earnings with substantial upside when quotas are achieved. Variable pay structures are portrayed as rewarding top performance.
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Leave & Time Off Breadth — Time‑off offerings include flexible PTO, paid holidays, volunteer time, and a paid sabbatical after a defined tenure. These elements are emphasized as standout parts of the package.
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Retirement Support — Employer 401(k) matching is prominently featured in official materials and postings. This reinforces a focus on long‑term financial security as part of total rewards.
PitchBook Insights
What We Do
We’re a rapidly growing financial data and software company covering the private and public financial markets. Through our award-winning product, we provide comprehensive data and analysis on the capital markets to help professionals discover and execute opportunities. An independent subsidiary of Morningstar, PitchBook currently has offices in Seattle, San Francisco, New York, London, and Mumbai.
Why Work With Us
At PitchBook, culture isn’t just working hard and having fun—it’s believing in what we do and having the desire to grow as much as our company does. We take pride in fostering a learning environment where development is key and your input is valued.
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