PitchBook Data
Seattle, Washington, United States
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.
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.
About the Role The Program Management Office (PMO) ensures the successful execution of key cross functional initiatives of the company through effective program management. PMO Program Managers drive cross functional initiatives that are top priority for PitchBook. The PMO also helps scale execution at PitchBook by providing the following services ; establish guidelines and best practices for program management in the company through a Center of Excellence model; Establish a program management community within Pitchbook that allows program managers across the company to collaborate, learn and share execution best practices; Provides visibility into overall performance of strategic initiatives; Orchestrates strategic planning processes of the company.
PitchBook’s Senior Program Manager, Enterprise Programs drives strategic cross functional initiatives for the company. This role ensure that cross functional teams are driving towards defined program milestones and deliverables, removing bottlenecks, escalating risks/issues as needed, providing visibility to progress and overall ensuring effective collaboration across teams. The PitchBook strategic planning process typically defines the various initiatives that this role will lead. In thenear term this role is likely to lead programs that involve working cross functionally within PitchBook and MorningStar to develop new capabilities as well as critical internal projects that support Sales, Customer Service & Revenue Operations.
Primary Job Responsibilities
Be the Program Manager of key initiatives in the PMO’s portfolio responsible for leading the discovery, planning, scoping and implementation of these initiatives
Work closely with key stakeholders, program and project sponsors and cross-functional teams to plan, scope, identify deliverables and required resources and timing for new initiatives
Build a robust and achievable project plan; drive forecasting/estimation techniques to arrive at this plan; hold the team accountable to meeting key committed deliverables
Define clear goals, prioritize the right work and use data to drive crisp decisions in partnership with stakeholders
Ensure that requirements are established for the initiative
Proactively identify and resolve risks, issues & conflicts affecting goal achievement, escalating when needed for resolution
Manage cross-team dependencies, align roadmaps and unblock teams. Support planning activities that identify dependencies
Keep the team, sponsor and relevant stakeholders informed on progress to goal
Provide accurate and timely reporting of program status throughout its life cycle using tools recommended by the PMO to organize, track and manage programs
Implement structure order and clarity to ambiguous problems with little direction or oversight
Implement and adapt established program execution best practices recommended by the PMO
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
7+ years of professional work experience with 3+ years of project or program management
Experience program managing cross-functional programs for an organization with a strong understanding of program management fundamentals
Program management experience leading cross functional implementations related to financial products & revenue operations from start to finish
Operate with a strong sense of urgency and deliver results
Be data and metrics driven and use metrics and provide data for decision making
Able to effectively manage ambiguity and competing priorities and help teams prioritize and focus
Self-motivated and goal-oriented attitude and can work effectively as an individual or as part of a team
Exemplary verbal and written communication skills and comfortable to engage a diverse array of audiences
Able to work across multiple teams and stakeholders at all levels of seniority, build strong trusted relationships and lead through influence
Able to problem solve and use judgment to make decisions within ambiguous situations
Hands on knowledge of a project management tool preferred
Able to effectively communicate with local and international teams in a multicultural setting both in-person, in writing and via Zoom video calls
Interest in financial markets or services, particularly private equity and venture capital
Benefits + Compensation 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
Annual base salary: $155,000-$170,000
Target annual bonus percentage: 10%
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.
As set forth in PitchBook Data’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
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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.
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.
About the Role The Program Management Office (PMO) ensures the successful execution of key cross functional initiatives of the company through effective program management. PMO Program Managers drive cross functional initiatives that are top priority for PitchBook. The PMO also helps scale execution at PitchBook by providing the following services ; establish guidelines and best practices for program management in the company through a Center of Excellence model; Establish a program management community within Pitchbook that allows program managers across the company to collaborate, learn and share execution best practices; Provides visibility into overall performance of strategic initiatives; Orchestrates strategic planning processes of the company.
PitchBook’s Senior Program Manager, Enterprise Programs drives strategic cross functional initiatives for the company. This role ensure that cross functional teams are driving towards defined program milestones and deliverables, removing bottlenecks, escalating risks/issues as needed, providing visibility to progress and overall ensuring effective collaboration across teams. The PitchBook strategic planning process typically defines the various initiatives that this role will lead. In thenear term this role is likely to lead programs that involve working cross functionally within PitchBook and MorningStar to develop new capabilities as well as critical internal projects that support Sales, Customer Service & Revenue Operations.
Primary Job Responsibilities
Be the Program Manager of key initiatives in the PMO’s portfolio responsible for leading the discovery, planning, scoping and implementation of these initiatives
Work closely with key stakeholders, program and project sponsors and cross-functional teams to plan, scope, identify deliverables and required resources and timing for new initiatives
Build a robust and achievable project plan; drive forecasting/estimation techniques to arrive at this plan; hold the team accountable to meeting key committed deliverables
Define clear goals, prioritize the right work and use data to drive crisp decisions in partnership with stakeholders
Ensure that requirements are established for the initiative
Proactively identify and resolve risks, issues & conflicts affecting goal achievement, escalating when needed for resolution
Manage cross-team dependencies, align roadmaps and unblock teams. Support planning activities that identify dependencies
Keep the team, sponsor and relevant stakeholders informed on progress to goal
Provide accurate and timely reporting of program status throughout its life cycle using tools recommended by the PMO to organize, track and manage programs
Implement structure order and clarity to ambiguous problems with little direction or oversight
Implement and adapt established program execution best practices recommended by the PMO
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
7+ years of professional work experience with 3+ years of project or program management
Experience program managing cross-functional programs for an organization with a strong understanding of program management fundamentals
Program management experience leading cross functional implementations related to financial products & revenue operations from start to finish
Operate with a strong sense of urgency and deliver results
Be data and metrics driven and use metrics and provide data for decision making
Able to effectively manage ambiguity and competing priorities and help teams prioritize and focus
Self-motivated and goal-oriented attitude and can work effectively as an individual or as part of a team
Exemplary verbal and written communication skills and comfortable to engage a diverse array of audiences
Able to work across multiple teams and stakeholders at all levels of seniority, build strong trusted relationships and lead through influence
Able to problem solve and use judgment to make decisions within ambiguous situations
Hands on knowledge of a project management tool preferred
Able to effectively communicate with local and international teams in a multicultural setting both in-person, in writing and via Zoom video calls
Interest in financial markets or services, particularly private equity and venture capital
Benefits + Compensation 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
Annual base salary: $155,000-$170,000
Target annual bonus percentage: 10%
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.
As set forth in PitchBook Data’s Equal Employment Opportunity policy,we do not discriminate on the basis of any protected group status under any applicable law.
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