About this role
<div class="content-intro"><p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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. </span></p>
<p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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. </span></p>
<p style="text-align: left;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you. </span></p></div><p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>About the Role:</strong></span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">PitchBook Institutional Research Group is a provider of research services to corporate clients, private market investors, advisors and other market participants. The group provides investment strategy, fund performance, and industry research through a differentiated, framework-driven approach that blends traditional fundamental investment research with PitchBook’s proprietary private market data platform. In addition, the group provides custom research and data analysis support to subscribing clients. </span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">As a PitchBook Industry and Technology Associate Analyst, you’ll join a growing research team focused on creating best-in-class private equity, venture capital and emerging technology research utilized by PitchBook’s global clientele of private capital investors, investment banks, corporations, and other service providers. Our team is creative, driven, and focused on providing actionable, differentiated industry research and workflow tools to our readers and clients. Specifically, we are looking for an associate analyst to support our industry and technology teams as they create original research focused on their respective areas of coverage. </span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Primary Job Responsibilities:</strong></span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Provide support for the team of senior analysts covering specific verticals and industries </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Help draft and write research reports </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Use the PitchBook platform and Excel plug-in to drive core analysis and research </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Build relationships across the research department including with other analysts, data support analysts, and the publishing team </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Manage and respond to inquiries from clients, press, internal colleagues, and the general public regarding published research </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Develop familiarity with PitchBook’s publishing and report distribution processes </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Develop knowledge of private markets and various covered industries over time </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Help contribute new research ideas or report frameworks </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Support the vision and values of the company through role modeling and encouraging desired behaviors </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Participate in various company initiatives and projects as requested </span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Skills and Qualifications:</strong></span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Bachelor’s degree in Finance, Economics, or Business preferred </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong understanding of financial concepts such as valuation techniques (discounted cash flow, comps, etc.), internal rate of return, asset allocations, fund benchmarks, KPIs, and more </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Research experience in equity research, investment banking, venture capital, or other related financial services or coporate development role. Related technology media experience will also be considered </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong interest in private markets, venture capital, growth equity, and emerging technologies </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Critical thinker </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Detail oriented/analytical mindset </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Strong communication skills and proven ability to write clear and insightful research reports </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Experience with PitchBook Platform is a plus </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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 </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Must be authorized to work in the United States without the need for visa sponsorship now or in the future</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Benefits + Compensation at PitchBook:</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Physical Health </span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comprehensive health benefits</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Additional medical wellness incentives </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">STD, LTD, AD&D, and life insurance</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Emotional Health </span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid sabbatical program after four years</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid family and paternity leave </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual educational stipend</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to apply for tuition reimbursement</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">CFA exam stipend </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Robust training programs on industry and soft skills </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee assistance program</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Generous allotment of vacation days, sick days, and volunteer days </span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Social Health </span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Matching gifts program</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee resource groups</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Subsidized emergency childcare </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Dependent Care FSA</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Company-wide events</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee referral bonus program </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Quarterly team building events</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Financial Health </span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">401k match</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Shared ownership employee stock program </span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Monthly transportation stipend </span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><em>*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.</em></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Compensation</span></p>
<ul>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Annual base salary: $80,000-$90,000</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Target annual bonus percentage: 7.5%</span></li>
</ul>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Working Conditions:</strong></span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 14pt;"><strong>Life At PB:</strong></span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. We believe that proactively seeking out different points of view, listening to others, learning, and reflecting on what we’ve heard creates a sense of belonging within PitchBook and strengthens the PitchBook community.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">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.</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-MW1</span></p>
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