Talent.com
Analyst, Fund Strategies
Analyst, Fund StrategiesPitchBook • New York, NY, United States
Analyst, Fund Strategies

Analyst, Fund Strategies

PitchBook • New York, NY, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

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!

Our Institutional Research Group is seeking an analyst to join our Fund Strategies team, which covers the breadth of private capital markets across fundraising, performance, and thematic research. As part of a small team, you'll have the opportunity to make a meaningful impact, sharpen your current analytical skills, gain valuable insight into a fascinating industry, and contribute to our best-in-class private capital research. The work produced by this team is used by thousands of private capital investors, investment banks, and service providers worldwide. Our team is innovative, motivated, and dedicated to delivering the most comprehensive research to our readers and clients.

Primary Job Responsibilities :

  • Contribute to the team's coverage of fundraising and performance trends in private funds, with the ability to write with authority about private capital markets
  • Establish research frameworks to provide independent commentary, evaluations, and forecasts around our primary coverage areas, while identifying unique themes that may impact private markets
  • Utilize proprietary PitchBook data and other external sources to inform and develop original research
  • Write and edit research reports as directed by the team pipeline and publishing calendar
  • Manage direct-to-client distribution channels for published notes
  • Work closely with PitchBook Institutional Research Group (PIRG) data analysis team to identify unique datasets 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
  • Support written research efforts through speaking engagements such as PitchBook webinars and podcasts
  • 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 in Finance, Business Administration, or Economics preferred
  • Progress toward achieving a CFA or CAIA designation a plus
  • 3+ years of experience in investor relations, deal teams, investment consulting, equity research, investment banking, or other related financial services roles, with a preference for someone with exposure to private capital markets
  • Strong interest in private financial markets. Familiarity with the investment process and the key stakeholders of the private capital landscape (GPs, LPs, fund types)
  • Thorough understanding of private investment strategies (buyout, VC, private credit), performance and cash flow metrics (IRR, return multiples, time-weighted returns, distributions, NAV, risk-return relationships), and portfolio management (allocations, liquidity, capacity)
  • Knowledge of the secondaries market and evergreen fund structures is a plus
  • Experience writing long-form data-driven research and ability to work in a fast-paced, deadline-sensitive editorial environment
  • Critical and analytical thinker
  • Detail-oriented with an excellence mindset
  • Superb written and verbal communication skills
  • Experience in the PitchBook platform and Morningstar Direct is a plus
  • Proficiency with the Microsoft Office suite, including in-depth knowledge of Excel, and 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 : $120,000-$145,000
  • 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.

    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.

    #LI-MS1

    #LI-Onsite

    serp_jobs.job_alerts.create_a_job

    Analyst • New York, NY, United States

    Job_description.internal_linking.related_jobs
    Investment Analyst

    Investment Analyst

    NYU Rory Meyers College of Nursing • New York, NY, United States
    serp_jobs.job_card.full_time
    The Investment Analyst will work closely with the Investment Office team to support the management of New York University’s endowment. Provide critical due diligence, research, and analysis across p...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Fund Relationship Analyst

    Fund Relationship Analyst

    Wellington Insurance Group • New York, NY, United States
    serp_jobs.job_card.full_time
    Our investment solutions, tailored to the unique return and risk objectives of institutional clients in more than 60 countries, draw on a robust body of proprietary research and a collaborative cul...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Travel - MRI Tech

    Travel - MRI Tech

    Titan Medical Group • Asbury Park, NJ, US
    serp_jobs.job_card.full_time
    WHEN YOU WORK FOR US, WE WORK FOR YOU\n.With Titan Medical, you gain access to thousands of travel nursing and allied health jobs across the country. You also get unmatched service.From the moment y...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Financial Analyst

    Financial Analyst

    CFS • Mount Vernon, NY, US
    serp_jobs.job_card.full_time
    Our client is seeking a detail-oriented.This role is responsible for analyzing financial data, preparing reports, and supporting decision-making processes across the organization.The ideal candidat...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Sr. Analyst, Finance

    Sr. Analyst, Finance

    Sony Music Entertainment • New York, NY, United States
    serp_jobs.job_card.full_time
    About Sony Music Entertainment.At Sony Music Entertainment, we fuel the creative journey.We've played a pioneering role in music history, from the first-ever music label to the invention of the fla...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Analyst, Portfolio Management

    Analyst, Portfolio Management

    General Atlantic • New York, NY, United States
    serp_jobs.job_card.full_time
    General Atlantic is a leading global investor with more than four and a half decades of experience providing capital and strategic support for over 830 companies throughout its history.Established ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Analyst, Portfolio Management

    Senior Analyst, Portfolio Management

    Chubb • Jersey City, NJ, US
    serp_jobs.job_card.full_time
    As an integral member of the Small & Lower Mid-Market Portfolio Management team, the Sr Portfolio Analyst will be responsible for driving the Division's commercial P&C underwriting profitability, g...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Portfolio Management Analyst

    Portfolio Management Analyst

    Ohio National Financial Services • New York, NY, United States
    serp_jobs.job_card.full_time
    This role is responsible for analyzing credit trends, assessing risk, and contributing to data-driven investment decisions. Here's a glimpse of your responsibilities and the meaningful impact you'll...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Strategic Finance Analyst

    Strategic Finance Analyst

    Kalshi • New York, NY, United States
    serp_jobs.job_card.full_time
    Kalshi is defining a new category.Kalshi has defined a new category : prediction markets.Kalshi allows people to trade on the outcome of any events and turn any question about the future into a fina...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Senior Analyst, Finance & Strategy

    Senior Analyst, Finance & Strategy

    AEG • New York, NY, United States
    serp_jobs.job_card.full_time
    An opportunity to strengthen communities, build wellness, and provide economic impact across the country.Morethan 450,000 users Coast to Coast leverage Volo to organize, meet, communicate and play ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Analyst - Funds & Asset Management - New York

    Analyst - Funds & Asset Management - New York

    Fitch Group • New York, NY, United States
    serp_jobs.job_card.full_time
    At Fitch, we have an open culture where employees are able to exchange ideas and perspectives, throughout the organization, irrespective of their seniority. Your voice will be heard allowing you to ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    Analyst - Strategic Initiatives and Investments

    Analyst - Strategic Initiatives and Investments

    Group1001 • New York, NY, United States
    serp_jobs.job_card.full_time
    Group1001's culture emphasizes the importance of collaboration, communication, core business focus, risk management, and striving for outcomes. This goal extends to how we hire and onboard our most ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
    U.S. Portfolio Surveillance - Investment Management - Analyst / Associate

    U.S. Portfolio Surveillance - Investment Management - Analyst / Associate

    Morgan Stanley • New York, NY, US
    serp_jobs.job_card.full_time
    Analyst Or Associate - Us Portfolio Surveillance / Investment Compliance.Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service se...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Sr. Finance Analyst

    Sr. Finance Analyst

    Jobskey Consultancy • New York, NY, United States
    serp_jobs.job_card.full_time
    The Finance Projects and Strategy team is responsible for developing and managing an active list of department initiatives and projects. The team is dynamic, requiring a creative approach to problem...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Payroll Director

    Payroll Director

    Vaco by Highspring • Long Branch, NJ, US
    serp_jobs.job_card.permanent
    Our client is seeking an experienced.This role will lead a team responsible for ensuring accurate, compliant, and efficient payroll processing while driving strategic initiatives that enhance organ...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Strategic Finance Analyst

    Strategic Finance Analyst

    Orchard, CO • New York, NY, United States
    serp_jobs.job_card.full_time
    Orchard is radically simplifying the way people buy and sell their homes.For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty a...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
    Senior Financial Analyst

    Senior Financial Analyst

    Pride Health • New York, NY, US
    serp_jobs.job_card.full_time
    Job Title : Senior Financial Analyst.Duration : 6 Months with possible extension.Job Description & Requirements : .Knowledge of Reimbursement Methodologies, Budgeting & Cost Accounting (require...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
    Senior Analyst, Portfolio Initiatives - Insights & Measurement

    Senior Analyst, Portfolio Initiatives - Insights & Measurement

    NBCUniversal • New York, NY, United States
    serp_jobs.job_card.full_time
    NBCUniversal is one of the world's leading media and entertainment companies.We create world-class content, which we distribute across our portfolio of film, television, and streaming, and bring to...serp_jobs.internal_linking.show_more
    serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted