Portfolio Operations Analyst, Private Capital

PitchBook Data(1 month ago)

Austin, TX, United StatesOnsiteFull TimeJunior$70,000 - $80,000Private Capital

About this role

Portfolio Analyst, Private Capital at PitchBook supports Lumonic, PitchBook’s private credit management platform that automates reporting and compliance for private credit lenders. The role is focused on working with customers and internal teams to improve the Lumonic platform and ensure effective portfolio monitoring and product evolution.

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Required Skills

Financial Statements
Customer Service
Product Feedback
Product Testing
Cross-Functional
Compliance Monitoring
KPI Tracking
Financial Analysis
Communication
Organization

Qualifications

Bachelor's Degree in Finance or Accounting
Authorized To Work In The United States

About PitchBook Data

pitchbook.com

PitchBook is a financial data and software company that provides comprehensive information and research on private capital markets, including venture capital, private equity, M&A, and public companies. Its subscription platform, APIs, Excel plugin and research reports deliver deal, fund, company, investor and valuation data along with analytics and market intelligence for investors, advisors, and corporate development teams. Trusted by GPs, LPs, investment banks and corporate strategists, PitchBook aggregates primary-sourced filings, news and proprietary research to support deal sourcing, due diligence, benchmarking and fundraising. The firm is part of Morningstar and focuses on integrating global coverage with tools for workflow integration and data export.

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