Portfolio Analyst, Private Capital

PitchBook Data, Inc; Austin (TX); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Medical wellness incentives

Sabbatical after four years

Family and paternity leave

Educational stipend

Tuition reimbursement

CFA stipend

Robust training programs

Employee assistance program

Vacation and sick days

Employee stock program

Monthly transportation stipend

Employee referral bonus

Job summary

PitchBook Data, Inc., a Morningstar company, seeks a Portfolio Analyst, Private Capital for its Lumonic subsidiary in Austin to help clients monitor portfolios and ensure data accuracy. You will collect financial statements and coordinate with Sales, Implementation, and Customer Success to meet client needs.

Role is non-exempt and on-site, with a base salary of $70,000-$80,000 and a target 5% annual bonus plus comprehensive benefits. Strong attention to detail and teamwork are essential.

Qualifications

• Bachelor’s degree in Finance or Accounting.
• 1+ years of work experience, including internship.
• Authorized to work in the United States without visa sponsorship now or in the future.

Responsibilities

• Collect and organize financial statements for accurate data management.
• Collaborate with customers to gather feedback and meet their needs.
• Provide feedback on products and help develop new features.
• Assist in testing product improvements to enhance user experiences.
• Work cross-functionally with Sales, Implementation, and Customer Success.

Skills

Customer service

Problem solving

Communication skills

Attention to detail

Team player

Time management

Education

Bachelor’s degree in Finance or Accounting

Job description

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:

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.

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.

Primary Job Responsibilities:

• Collect and organize financial statements to ensure accurate and efficient data management
• Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
• Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
• Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
• Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Basic Qualifications:

• Bachelor’s degree, commonly in Finance or Accounting
• 1+ years of work experience, including internship experience
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications:

• Ability to provide a high-level of customer service
• Adaptable to unique and changing business needs
• Demonstrated success in problem solving and ownership to resolve issues
• Ability to work independently and as a team member in a fast-paced environment
• Ability to operate using sound judgement to make decisions
• Proficiency with financial statements
• Process-oriented, organized, and with amazing attention to detail
• Excellent written and verbal communication skills

Benefits + Compensation at PitchBook:

Physical Health

• 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
• Dependent Care FSA
• Employee referral bonus program
• Quarterly team building events
• 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

• This role is non-exempt and paid a salary of $70,000-$80,000
• Target annual bonus percentage: 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.

This company has demonstrated its commitment to being:

Communicative

Sends timely application and interview updates