Associate Data Analyst, Customer Support

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:

As a member of our Account Management & Customer Success team, you will thrive on your ability to embrace and drive change and your commitment to ensuring you and PitchBook are always growing and improving. While continually learning and exploring new ideas and concepts, you will be inspired to ask questions and challenge the status quo while remaining focused on our customers’ success. We value teamwork and collaboration and encourage our people to build strong, trusting relationships with their teammates, customers, and partners. A contagious positivity, insatiable curiosity, and people-first attitude are the winning traits of our most successful Account Management & Customer Success team members. If this sounds like you, join us!

As an Associate Data Analyst, Customer Support, you will utilize your analysis skills to interpret client data requests and deliver packaged analytics used by some of the largest private capital investors, investment banks and service providers globally. As an Associate Data Analyst, Customer Support, you will work with the support team to create complex customized reports for clients. Customer experience pain points you identify will inform product improvements and allow PitchBook to optimize the platform for customers worldwide.  

Primary Job Responsibilities:

• Build custom charts and visualizations using Salesforce, Excel, and SQL

• Utilize strong Microsoft Excel and SQL skills in order to provide high-quality data analysis and support to clients 

• Serve as a data expert for all use cases that utilize PitchBook’s broad database

• Communicate effectively, both written and verbal to ensure smooth resolution of customer requests

• Manage and complete time-sensitive custom research requests for subscribing clients 

• Manage and respond to inquiries from clients and internal colleagues and the general public regarding data requests and published research  

• Work collaboratively with support team with an emphasis on providing guidance and expertise to Tier 1 and 2 specialists

• Work continuously to document the details of each interaction in Salesforce in order to easily research customer projects and to inform product improvements  

• 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 or equivalent experience required

• 1-3 years’ experience in financial services role or experience working with large datasets and/or 1+ years of Tier 2 Customer Support at PitchBook  

• Proficient with Salesforce or similar CRM preferred  

• Strong proficiency with MS Excel including pivot tables and advanced formulas  

• Have experience working in SQL  

• Have excellent verbal and written communication skills with a keen eye for detail  

• Interested in financial markets or services, particularly private equity and venture capital  

• Ability to operate with a strong sense of urgency and deliver results   

• Have terrific prioritization skills related to project work  

• Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), IRRs, asset allocations, etc.  

• Team player with the desire to try new ideas in order to achieve greater levels of success

• 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

• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

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

• This position is non-exempt and paid a salary of $75,000-$75,000

• Target annual bonus percentage: 7.5%

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 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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