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
Skills and Qualifications
Bachelor’s degree, commonly in Finance or Accounting
1+ years of work experience, including internship experience
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 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
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.
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. 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.
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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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
Skills and Qualifications
Bachelor’s degree, commonly in Finance or Accounting
1+ years of work experience, including internship experience
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 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
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.
We are consistently recognized as a Best Place to Work and our culture is at the heart of our success. It’s our fundamental belief that people do and create great things and that people are the cornerstone of prosperity. 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.
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.
#J-18808-Ljbffr