Lead Analyst, Fund Strategies

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!  

PitchBook’s Lead Analyst, Fund Strategies leads a team of analysts within our Institutional Research Group. As a valued team member, you’ll hone your existing analytical skills, develop meaningful insights into a fascinating industry, and contribute to our best-in-class private capital research. The research this team produces is utilized by many of the largest private capital investors, investment banks, and service providers globally. Our team is creative, driven, and focused on providing the most actionable research to our readers and clients.

Primary Job Responsibilities:

• Oversee team of analysts conducting research and analysis covering fundraising and performance trends in private markets, with an ability to write at a high level about private fund strategies across asset classes
• Establish research frameworks to provide independent commentary, evaluations, and forecasts around our primary coverage areas, while identifying unique themes that may impact private markets
• Establish a steady pipeline of research production and ensure publishing schedules are maintained
• Work with the team to develop innovative research reports that leverage our data sets and/or other external sources to provide clients with valuable perspectives and insights relevant to their workflows
• Lead cross-department collaboration including development of IP, public relations and speaking engagement activity, sales enablement and support, and product innovation
• Manage research distribution channels, including newsletters, email distribution lists, and in-platform research library and develop strategies to improve distribution processes
• Work closely with data analysts to identify unique datasets and/or improve existing data methodologies to support research
• Develop and manage relationships with both client and non-client industry professionals to help support primary research efforts
• Manage and respond to inquiries from clients, press, internal colleagues, and the general public regarding published research
• Conduct quarterly and annual team performance reviews
• Provide mentorship, guidance, and professional development opportunities to team members
• 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:

• Advanced degree in a relevant field (e.g., Business, Economics, Technology, or related disciplines)
• Progress toward achieving a CFA or CAIA designation a plus
• Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), LBOs, IRRs, portfolio management, etc.
• 7+ years of experience in investment analysis, portfolio management, asset allocation, manager research, and/or private market investing
• Experience writing long-form research a plus
• Experience managing analyst teams a plus
• Critical thinker
• Detail-oriented with an analytical mindset
• Strong written and verbal communication skills
• Experience in the PitchBook platform a plus
• Experience with SQL, Python, or other programming languages a plus
• 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

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: $150,000-$170,000
• Target annual bonus percentage: 15%

*Starting pay will be based on several factors and commensurate with qualifications & experience. We also have a location-based compensation structure; there may be different ranges for candidates by location. 

Working Conditions:

We believe our business and our culture are strongest when we work together in person. We also know that it’s helpful to have some flexibility to work remotely. Most roles work in the office 3+ days/week, and some are expected to work in the office 4-5 days/week. The current expectation for this role is that you are working in the office 3+ days/week and that you are in the office full-time during the training period, for which the length varies by role. During an initial phone screen, the team will discuss expectations for this specific position.

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.

Life At PB:

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.
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