Portfolio Analyst, Private Capital

🏢 Pitchbookdata · 📍 Austin, Texas, United States 💰 $70,000 - $80,000 / yr

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Position Summary & Responsibilities

At PitchBook, a Morningstar company, we are always looking forward. We continue to innovate, evolve, and invest in ourselves to bring out the best in everyone. We’re deeply collaborative and thrive on the excitement, energy, and fun that reverberates throughout the company.

Our extensive learning programs and mentorship opportunities help us create a culture of curiosity that pushes us to always find new solutions and better ways of doing things. The combination of a rapidly evolving industry and our high ambitions means there’s going to be some ambiguity along the way, but we excel when we challenge ourselves. We’re willing to take risks, fail fast, and do it all over again in the pursuit of excellence.

If you have a good attitude and are willing to roll up your sleeves to get things done, PitchBook is the place for you.

About the Role:

Lumonic, a subsidiary of PitchBook, is a private credit management platform founded and designed to automate reporting and compliance for private credit lenders. Its proprietary platform streamlines borrower financial data collection and verification, enabling investors to monitor compliance, covenant adherence, and financial health across their lending portfolios in real-time.

PitchBook’s Portfolio Analyst, Private Capital supports our Lumonic subsidiary and is responsible for helping customers with portfolio monitoring. This includes tracking key performance indicators, managing borrower compliance requirements, and analyzing financial statements.

Primary Job Responsibilities:

Collect and organize financial stateme

🎯 Candidate Preparation Guide For Pitchbookdata Applicants

Key Role Competencies & Evaluation Highlights

Key Role Focus:

Evaluation zeroes in on raw hustle, financial market literacy, and data-driven consultative sales or product execution.

📋 Preparation Priorities (Key Areas to Clarify):

1. Superficial understanding of financial markets or private capital ecosystems.
2. Low energy, passive demeanor, or lack of competitive drive.
3. Inability to handle high-stakes client pushback or complex analytical questioning.

✨ Recommended Role Alignment Hook:

I combine a deep fluency in private markets with relentless execution grit to help institutional clients extract actionable alpha from complex data.

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