PD
Portfolio Operations Analyst, Private Capital
full-time•Austin•$70k - $80k
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> </p>
<p><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>About the Role:</strong></span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.</span></p>
<p><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements.</span></p>
<p><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><strong>Primary Job Responsibilities:</strong></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;">Collect and organize financial statements to ensure accurate and efficient data management</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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-size: 12pt; font-family: arial, helvetica, sans-serif;">Participate in various company initiatives and projects as requested</span></li>
</ul>
<p><span style="font-size: 14pt; font-family: arial, helvetica, sans-serif;"><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, commonly in Finance or Accounting</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">1+ years of work experience, including internship experience</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to provide a high-level of customer service</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Adaptable to unique and changing business needs</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Demonstrated success in problem solving and ownership to resolve issues</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to work independently and as a team member in a fast-paced environment</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Ability to operate using sound judgement to make decisions</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 financial statements</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Process-oriented, organized, and with amazing attention to detail</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">Excellent written and verbal communication skills</span></li>
<li style="font-size: 12pt; font-family: arial, helvetica, sans-serif;"><span style="font-size: 12pt; font-family: arial, helvetica, sans-serif;">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-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Comprehensive health benefits</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Additional medical wellness incentives </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><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-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid sabbatical program after four years</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Paid family and paternity leave </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Annual educational stipend</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Ability to apply for tuition reimbursement</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">CFA exam stipend </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Robust training programs on industry and soft skills </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee assistance program</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><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-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Matching gifts program</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee resource groups</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Subsidized emergency childcare </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Dependent Care FSA</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Company-wide events</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Employee referral bonus program </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><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-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">401k match</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Shared ownership employee stock program </span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><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-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">This role is non-exempt and paid a salary of $70,000-$80,000</span></li>
<li style="font-family: arial, helvetica, sans-serif; font-size: 12pt;"><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">Target annual bonus percentage: 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-family: arial, helvetica, sans-serif; font-size: 12pt;">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: 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-MS1</span></p>
<p><span style="font-family: arial, helvetica, sans-serif; font-size: 12pt;">#LI-Onsite</span></p>
<p> </p>
What you'll do
- The Portfolio Operations Analyst is responsible for helping customers with portfolio monitoring, including tracking key performance indicators and managing borrower compliance requirements. This role also involves analyzing financial statements and collaborating with customers to gather feedback.
About PitchBook Data
PitchBook is the leading resource for comprehensive data, research and insights spanning the global capital markets. Our unprecedented offerings are brought to life through the PitchBook Platform, a dynamic suite of products designed to help you win.
Founded in 2007, CEO John Gabbert knew that his idea for an actionable, extensive database for private equity-focused intelligence was worth pursuing. The rest is PitchBook history.
Since those early days, PitchBook has expanded its coverage areas to include the entirety of the global public and private markets. We’ve added thousands of datasets and millions of individual insights into the platform, and we’ve pioneered new features and products that surface the information our clients need. We look at every day as a new opportunity to meet and exceed our customers’ expectations through helping them make informed decisions that propel their firms forward.
Now part of Morningstar, PitchBook is headquartered in Seattle, London, and Singapore with additional offices in New York and San Francisco.
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Frequently Asked Questions
What does PitchBook Data pay for a Portfolio Operations Analyst, Private Capital?
PitchBook Data offers a competitive compensation package for the Portfolio Operations Analyst, Private Capital role. The salary range is USD 70k - 80k per year. Apply through Clera to learn more about the full compensation details.
What does a Portfolio Operations Analyst, Private Capital do at PitchBook Data?
As a Portfolio Operations Analyst, Private Capital at PitchBook Data, you will: the Portfolio Operations Analyst is responsible for helping customers with portfolio monitoring, including tracking key performance indicators and managing borrower compliance requirements. This role also involves analyzing financial statements and collaborating with customers to gather feedback..
Is the Portfolio Operations Analyst, Private Capital position at PitchBook Data remote?
The Portfolio Operations Analyst, Private Capital position at PitchBook Data is based in Austin, Texas, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Portfolio Operations Analyst, Private Capital position at PitchBook Data?
You can apply for the Portfolio Operations Analyst, Private Capital position at PitchBook Datadirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.