PitchBook · 12 hours ago
Portfolio Analyst, Private Capital
Austin, TX
Full-time
Onsite
Entry Level
$70K/yr - $80K/yr
1+ years expPitchBook, a Morningstar company, is a leading private credit management platform. The Portfolio Analyst, Private Capital is responsible for supporting customers with portfolio monitoring, tracking key performance indicators, managing compliance requirements, and analyzing financial statements.
AnalyticsFinanceVenture Capital
No H1B
Responsibilities
Collect and organize financial statements to ensure accurate and efficient data management
Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
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
Required
Bachelor's degree, commonly in Finance or Accounting
1+ years of work experience, including internship experience
Ability to provide a high-level of customer service
Adaptable to unique and changing business needs
Demonstrated success in problem solving and ownership to resolve issues
Ability to work independently and as a team member in a fast-paced environment
Ability to operate using sound judgement to make decisions
Proficiency with financial statements
Process-oriented, organized, and with amazing attention to detail
Excellent written and verbal communication skills
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Benefits
Comprehensive health benefits
Additional medical wellness incentives
STD, LTD, AD&D, and life insurance
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
Matching gifts program
Employee resource groups
Subsidized emergency childcare
Dependent Care FSA
Company-wide events
Employee referral bonus program
Quarterly team building events
401k match
Shared ownership employee stock program
Monthly transportation stipend
Company
PitchBook
PitchBook offers financial data and tools on companies, deals, investors, and markets to support sales and business development.
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
$13.8MKey Investors
Morningstar
2016-10-14Acquired
2016-01-27Series B· $10M
2009-09-25Series A· $3.8M
Leadership Team
Nizar Tarhuni
Executive Vice President, Research & Market Intelligence
Brett Kaluza
Chief Customer Officer
Recent News
2025-12-19
2025-12-18
Company data provided by crunchbase