PitchBook
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At PitchBook, a Morningstar company, we are always looking forward. 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. 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 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. There is no better time to join us! Our Institutional Research Group is looking for an experienced analyst to join our private company research team. As a valued team member, you’ll hone your existing analytical skills, develop meaningful insight into a fascinating industry, and contribute to our best-in-class private capital research. The research this team produces is utilized by many of the largest private capital investors, investment banks and service providers globally. Our team is creative, driven, and focused on providing the most actionable research to our readers and clients. Responsibilities: Expand PitchBook’s leadership and innovation in private market research by providing consistent coverage of the largest private companies Leverage PitchBook’s data and knowledge of company research to develop frameworks and approaches to providing insights into private companies. This could include tracking available KPIs or financial data, following product strategies and other relevant news, creating valuation estimates and benchmarks, analyzing industry trends, and competitive positioning Collaborate closely with PitchBook’s industry and technology analysts, as well as other private company analysts, to understand sector trends, market ecosystems, and the competitive landscape Track funding and secondary trade activity utilizing proprietary and partner data to identify trading and valuation trends Develop unique perspectives by analyzing market signals or other data sources to help track the performance of private companies Publish regular company updates, including company overviews and other relevant research, to help clients follow the story of private companies and understand the investment opportunities Contribute to research distribution and awareness efforts via curated distribution lists, social posting, and media exposure 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 in Finance, Economics, or Computer Science preferred 2+ years of experience writing investment research, including for equity research, investment banking, venture capital, or related financial services roles Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), IRRs, asset allocations, fund benchmarks, KPIs, etc. Eager to contribute to the creation of innovative products and services tailored to the private market industry Proven ability to adhere to publication schedules and maintain high standards of accuracy Experience engaging with investor clients to discuss research-related topics Comfortable working with large structured and unstructured data sets to extract and convey meaningful insights Skilled at finding data points to help tell the story of private companies where data is sparse or poorly organized Venture Capital and Emerging Technologies: Demonstrated interest and understanding of venture capital, growth equity, and emerging technologies Excellent verbal and written communication and presentation skills Proficient in Excel; experience with the 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 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: $125,000-$150,000 Target annual bonus percentage: 10% Working Conditions: At the heart of our company is a belief in the power of in-person collaboration. 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. Limited corporate travel may be required to remote offices or other business meetings and events. Life At PB: We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. 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. 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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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. There is no better time to join us! Our Institutional Research Group is looking for an experienced analyst to join our private company research team. As a valued team member, you’ll hone your existing analytical skills, develop meaningful insight into a fascinating industry, and contribute to our best-in-class private capital research. The research this team produces is utilized by many of the largest private capital investors, investment banks and service providers globally. Our team is creative, driven, and focused on providing the most actionable research to our readers and clients. Responsibilities: Expand PitchBook’s leadership and innovation in private market research by providing consistent coverage of the largest private companies Leverage PitchBook’s data and knowledge of company research to develop frameworks and approaches to providing insights into private companies. This could include tracking available KPIs or financial data, following product strategies and other relevant news, creating valuation estimates and benchmarks, analyzing industry trends, and competitive positioning Collaborate closely with PitchBook’s industry and technology analysts, as well as other private company analysts, to understand sector trends, market ecosystems, and the competitive landscape Track funding and secondary trade activity utilizing proprietary and partner data to identify trading and valuation trends Develop unique perspectives by analyzing market signals or other data sources to help track the performance of private companies Publish regular company updates, including company overviews and other relevant research, to help clients follow the story of private companies and understand the investment opportunities Contribute to research distribution and awareness efforts via curated distribution lists, social posting, and media exposure 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 in Finance, Economics, or Computer Science preferred 2+ years of experience writing investment research, including for equity research, investment banking, venture capital, or related financial services roles Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), IRRs, asset allocations, fund benchmarks, KPIs, etc. Eager to contribute to the creation of innovative products and services tailored to the private market industry Proven ability to adhere to publication schedules and maintain high standards of accuracy Experience engaging with investor clients to discuss research-related topics Comfortable working with large structured and unstructured data sets to extract and convey meaningful insights Skilled at finding data points to help tell the story of private companies where data is sparse or poorly organized Venture Capital and Emerging Technologies: Demonstrated interest and understanding of venture capital, growth equity, and emerging technologies Excellent verbal and written communication and presentation skills Proficient in Excel; experience with the 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 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: $125,000-$150,000 Target annual bonus percentage: 10% Working Conditions: At the heart of our company is a belief in the power of in-person collaboration. 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. Limited corporate travel may be required to remote offices or other business meetings and events. Life At PB: We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. 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. 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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