Data Operations Associate

About the role

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

At PitchBook, we believe that the Data Operations team plays a vital role in setting us apart from our competitors. We take immense pride in providing top-quality data to our customers, while also being accountable, collaborative, and receptive to feedback. Our team members are highly engaged, detail-oriented, and always eager to learn and grow as our industry evolves.

Our reputation for excellence is a direct result of our deep commitment to building the world's best private market database and we recognize the importance of investing in our team members from day one. That's why we offer specialized training and a mentorship program that is tailored specifically to the needs of the Data Operations team.

We value and celebrate the diverse perspectives, talents, and experiences of our team members and recognize the importance of building trust and strong cross-functional partnerships. If you're looking for a challenging and rewarding opportunity to take your career to new heights, we invite you to join us at PitchBook.

A Data Operations Associate's initial focus is to master our in-house developed Research Tool Suite (RTS). Once mastered, they will help the team to ensure the operations of the dataset meet PitchBook's high standards while continually increasing the efficiency of the team. Their focus will be on the secondary side of the Data Operations team's operations, which focuses on the collection and validation of data from publicly available sources using proprietary research methodology.

Primary Job Responsibilities

• Become proficient in one of PitchBook's core data areas of operation, including: private equity, venture capital, M&A, or Institutional Investors
• Leverage our in-house database, business intelligence reports, and other technology-based tools to ensure that proprietary data is audited and added to the PitchBook Platform efficiently while adhering to complex research tracking methodologies to ensure that data is of the utmost quality
• Consistently provide quality customer service and respond to requests from internal and external customers daily
• Provide training and ramping support to new members of the team, both locally and abroad
• Gather team feedback and utilize PowerBI reports to identify root causes of systemic data problems and drive operational, methodological, and RTS Database improvements
• Regularly collaborate with Secondary team and the broader Data Operations department to develop and improve processes, tools and methodologies; identifying opportunities to improve upon the core quality metrics (comprehensiveness, accuracy, and timeliness)
• Work closely with our Data Operations team in Mumbai to achieve profile production targets. This relationship includes auditing the Mumbai team's work as well as joining calls to share best practices and process improvement ideas
• Communicate effectively and efficiently with your team and other stakeholders to provide updates on project progress, address roadblocks, and celebrate wins
• Assist senior members of the Data Operations department on the execution of strategic initiatives and achieving operational goals
• Support the vision and values of the company by setting an example and demonstrating desired behaviors
• Participate in various company initiatives and projects as requested

Basic Qualifications

• Bachelor's degree
• 1+ years of work experience, including any internship experience
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications

• Exemplary verbal and written communication skills and comfortable engaging with a diverse array of audiences
• Ability to operate with a strong sense of urgency and deliver results
• Self-motivated and goal-oriented attitude and can work effectively as an individual or as part of a team
• Interest in financial markets or services, particularly private equity and venture capital
• Analytical and process-oriented with a dedication to continuous improvement
• Ability to problem solve and use judgment to make decisions within ambiguous research situations
• Approach each task with an entrepreneurial spirit and intellectual curiosity
• Strong organization skills with attention to detail
• 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
• Exposure to SQL and/or Python is strongly preferred

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 $72,000-$72,000
• 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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