PitchBook · 6 hours ago
Manager, Data Product Strategy (Funds)
PitchBook, a Morningstar company, is seeking a Manager for their Data Product Strategy team. The role involves setting the direction for Funds Data, leading a high-performing team, and collaborating with various departments to enhance product offerings and customer engagement.
AnalyticsFinanceVenture Capital
Responsibilities
Lead the strategic vision and roadmap for the Funds dataset, translating executive vision into prioritized, measurable initiatives that deliver customer and business impact
Lead, mentor, and develop a high-performing team responsible for the Funds dataset, fostering clear ownership, strong collaboration, and professional growth
Lead cross-functional execution of complex data initiatives by partnering closely with Data Operations, Engineering, and Platform teams to design, implement, and continuously refine pipelines, tooling, and processes to meet performance, quality and delivery requirements
Manage data governance for the Funds Dataset, establishing clear standards for data models, schemas, lineage, quality controls, and delivery, ensuring accurate, timely, and ethical data collection
Compile and communicate market intelligence on your dataset’s competitive landscape, highlighting opportunities for differentiation and strategic positioning
Ensure datasets are reliable, scalable, and optimized for machine interpretation for advanced analytics, APIs, AI and other internal and external client use cases
Act as a subject matter expert in internal and external discussions, representing the company’s data capabilities, governance rigor, and operational excellence
Partner closely with Product Managers to ensure datasets are designed and structured to meet external delivery needs (Feeds, platform integrations, Index-ready and AI/ML formats)
Collaborate on schema alignment, service-level targets, and data accessibility to optimize client-facing performance and enable downstream innovation
Communicate regularly with stakeholders across Product, Data Operations, and Technology to report on progress, escalate issues, and celebrate key milestones
Champion the company’s values and responsible AI practices, fostering a culture of accountability, transparency, and continuous learning
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 with strong academic performance in Finance, Accounting, or related field
CFA charter holder strongly preferred
5+ years of previous experience with private markets, preferred
2+ years of previous experience managing a team
Exemplarily verbal and written communication skills; comfortable to engage a diverse array of audiences
Self-motivated, goal-oriented attitude and can work effectively as an individual or as part of a team
Strong bias for action. Willingness to roll up your sleeves and do what is necessary to meet team goals
Ability to leverage analytics and data to drive decision making
Interest in financial markets or services
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
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.
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
Recent News
2026-01-17
2025-12-19
Company data provided by crunchbase