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PitchBook · 1 day ago

Analyst, Fund Strategies

New York, NY

Full-time

Onsite

Mid Level

$120K/yr - $145K/yr

3+ years exp

PitchBook, a Morningstar company, is seeking an analyst to join their Fund Strategies team within the Editorial group. The role involves contributing to research on private capital markets and delivering insights that aid clients in making informed investment decisions.

AnalyticsFinanceVenture Capital

Culture & Values

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

Qualification

Private capital marketsResearch frameworksData-driven researchCFACAIA designationPrivate investment strategiesMicrosoft Office proficiencyCritical thinkerDetail-orientedWritten communicationVerbal communicationTeam collaboration

Required

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)

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

Proficiency with the Microsoft Office suite, including in-depth knowledge of Excel, and the ability to pick up new systems and software easily