Portfolio Operations Analyst, Private Capital

The Portfolio Operations 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, streamlining borrower financial data collection and verification. This enables investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.

Key responsibilities include collecting and organizing financial statements to ensure accurate data management, collaborating with customers to gather feedback, and providing insights on existing products. The analyst will also contribute to the development of new features, participate in testing product improvements, and work cross-functionally with Sales, Implementation, and Customer Success teams to address challenges as Lumonic continues to grow.

Candidates should possess a bachelor's degree, commonly in Finance or Accounting, and have at least one year of work experience, including internships. Strong customer service skills, adaptability to changing business needs, problem-solving abilities, and proficiency with financial statements are essential. The role requires excellent written and verbal communication skills, attention to detail, and the ability to work both independently and collaboratively in a fast-paced environment.

The position offers a salary range of $70,000 to $80,000, with a target annual bonus percentage of 5%. Comprehensive health benefits, paid sabbatical after four years, paid family and paternity leave, annual educational stipend, and a 401(k) match are among the benefits provided. Additional perks include employee resource groups, company-wide events, and a monthly transportation stipend.

PitchBook fosters a collaborative and innovative work environment, emphasizing continuous learning and professional growth. The company values in-person collaboration to fuel creativity and strengthen connections, expecting team members to be in the office five days a week. Employees are encouraged to take risks, challenge themselves, and contribute to the company's pursuit of excellence.