Portfolio Analyst, Private Capital
The Portfolio Analyst, Private Capital role at PitchBook Data supports Lumonic, a subsidiary specializing in private credit management. Lumonic's platform automates reporting and compliance for private credit lenders by streamlining borrower financial data collection and verification, enabling real-time monitoring of compliance, covenant adherence, and financial health across lending portfolios.
Key responsibilities include collecting and organizing financial statements to ensure accurate data management, collaborating with customers to gather feedback, providing insights on existing products, contributing to the development of new features, testing product improvements, and working cross-functionally with Sales, Implementation, and Customer Success teams to address challenges as Lumonic grows.
Candidates should possess a bachelor's degree, preferably in Finance or Accounting, and have at least one year of work experience, including internships. Essential skills include proficiency with financial statements, strong problem-solving abilities, adaptability to changing business needs, excellent written and verbal communication skills, and a high level of customer service. The ability to work both independently and collaboratively in a fast-paced environment is also important.
The position offers a salary range of $70,000 to $80,000, with a target annual bonus of 5%. Benefits include comprehensive health coverage, paid family leave, educational stipends, a 401(k) match, and a shared ownership employee stock program. Additional perks encompass a paid sabbatical program after four years, generous vacation and volunteer days, and various employee resource groups.
PitchBook fosters a culture of innovation, collaboration, and continuous learning. Employees are encouraged to take risks, embrace challenges, and contribute to the company's growth. The organization values in-person collaboration to fuel creativity and strengthen connections, with this role expected to be in the Austin, Texas office five days a week.