Portfolio Operations Analyst, Private Capital

At PitchBook, we're always looking forward. We're a collaborative and innovative company that offers a culture of curiosity and a rapidly evolving industry. As a Portfolio Operations Analyst, you'll help customers with portfolio monitoring and support the vision and values of the company.

Requirements

• Collect and organize financial statements to ensure accurate and efficient data management
• Collaborate with customers to gather feedback and ensure their needs are met
• Provide insightful feedback on existing products and contribute to the development of new features
• Collaborate cross-functionally with Sales, Implementation, and Customer Success teams
• Support the vision and values of the company through role modeling and encouraging desired behaviors

Benefits

• Comprehensive health benefits
• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance
• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• 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
• Matching gifts program
• Employee resource groups
• Subsidized emergency childcare
• Dependent Care FSA
• Company-wide events
• Employee referral bonus program
• Quarterly team building events
• 401k match
• Shared ownership employee stock program
• Monthly transportation stipend