Sr. Research Intelligence Engineer

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

As a member of the Editorial team, you will spend each day immersed in the private markets, aiming to help our customers be better investors, advisors, and market participants. The work you will do plays a direct role in the evolution of the industry!

Everyone on our team is supported by a flexible work environment and a culture that promotes curiosity, collaboration, and professional development. We prioritize recognition and respect across all roles and have a high level of camaraderie. The fast-growing nature of our organization provides ample opportunity to advance in your career and explore what interests you.

As we continue investing in the talent of our group, our coverage has evolved rapidly over multiple industries and geographies. Our insights are routinely cited by top-tier publications and sought after by prominent players in the financial markets. In addition to publishing timely market insights, we also partner closely with our Product, Engineering, and Data Operations teams to continually enhance our datasets and develop unique tools that have a material impact on our customers' workflows. There is no better time to join us!

As a Senior Research Intelligence Engineer for the Institutional Research Group, you will play a key role contributing to the management of our data products and processes to facilitate the delivery of best-in-class reports, data analytics, newsletters, indexes, and more.

Your understanding of research processes, industry knowledge, and technical capabilities will be crucial in supporting the department's goals of delivering timely and insightful information to our audience. This role requires an individual that understands the intricacies of data delivery, how to interpret and communicate complex concepts, and design and implement a data program strategy that is efficient and effective.

Primary Job Responsibilities

• Serve as the key point of contact between the Institutional Research Group, Product, and Dev teams to incorporate PIRG-generated methodology into Platform products and ensure it is correctly implemented and maintained across internal processes, Git repositories, and production deployments including rolling out methodology updates as needed
• Research, build, and maintain data pipelines for new and existing sources used by PIRG, including non-native data sources. Own the repository of SQL queries/views, query optimization, and ongoing pipeline maintenance
• Act as a key stakeholder alongside the Data Operations team to advise on and implement methodology adjustments, updates, and data cleanup
• Work with analyst groups to develop and deploy applications for prototyping, internal use, and production use cases
• Identify and implement initiatives to streamline data analyses and research processes and improve the delivery of data to analysts
• Maintain clear and timely communication with all affected stakeholders regarding methodologies, methodology changes, project progress, and potential roadblocks
• Serve as a resource for more junior engineers in conjunction with the team lead
• Support the vision and values of the company through role modeling and encouraging desired behaviors
• Participate in various company initiatives and projects as requested

Basic Qualifications

• 7+ years of experience in data engineering, data analysis, or data-driven research
• 5+ years of demonstrated proficiency in SQL and Python required
• Must be authorized to work in the United States without the need for visa sponsorship now or in the future

Preferred Qualifications

• Demonstrated proficiency in software development and deployment techniques, including AI-enabled coding tools
• Demonstrated experience working cross-functionally with technical teams to deploy complex tools and methodologies to production
• Strong understanding of financial concepts such as valuation techniques, startup cap tables, internal rate of return, and portfolio management
• Strong interest in M&A and private financial markets
• Bachelor's degree in a quantitative or technical field - Computer Science, Data Science, Statistics, Applied Mathematics, Engineering, or quantitative Finance/Economics - preferred
• Strong written and verbal communication skills with the ability to explain complex methodologies to technical and non-technical audiences
• Critical thinker with a detail-oriented and analytical mindset
• Proficiency with the Microsoft Office suite and the ability to quickly learn new systems and software

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

• Annual base salary: $145,000-$185,000
• 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.

• 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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