PitchBook · 20 hours ago
Associate Data Analyst, Customer Support
Seattle, WA
Full-time
Onsite
Entry Level
$75K/yr - $75K/yr
1+ years expPitchBook, a Morningstar company, is dedicated to innovation and collaboration. The Associate Data Analyst, Customer Support will analyze client data requests and deliver analytics, while also supporting customer success through effective communication and teamwork.
AnalyticsFinanceVenture Capital
No H1B
Responsibilities
Build custom charts and visualizations using Salesforce, Excel, and SQL
Utilize strong Microsoft Excel and SQL skills in order to provide high-quality data analysis and support to clients
Serve as a data expert for all use cases that utilize PitchBook’s broad database
Communicate effectively, both written and verbal to ensure smooth resolution of customer requests
Manage and complete time-sensitive custom research requests for subscribing clients
Manage and respond to inquiries from clients and internal colleagues and the general public regarding data requests and published research
Work collaboratively with support team with an emphasis on providing guidance and expertise to Tier 1 and 2 specialists
Work continuously to document the details of each interaction in Salesforce in order to easily research customer projects and to inform product improvements
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 or equivalent experience required
1-3 years' experience in financial services role or experience working with large datasets and/or 1+ years of Tier 2 Customer Support at PitchBook
Strong proficiency with MS Excel including pivot tables and advanced formulas
Have experience working in SQL
Have excellent verbal and written communication skills with a keen eye for detail
Ability to operate with a strong sense of urgency and deliver results
Have terrific prioritization skills related to project work
Strong understanding of financial concepts such as valuation techniques (DCF, comps, etc.), IRRs, asset allocations, etc
Team player with the desire to try new ideas in order to achieve greater levels of success
Proficiency with the Microsoft Office suite including in-depth knowledge of Outlook, Word, and Excel with the ability to pick up new systems and software easily
Must be authorized to work in the United States without the need for visa sponsorship now or in the future
Preferred
Proficient with Salesforce or similar CRM preferred
Interested in financial markets or services, particularly private equity and venture capital
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
2026-01-17
2025-12-19
Company data provided by crunchbase