Associate Data Analyst, Customer Support at PitchBook in New York, NY

Summary: PitchBook, a Morningstar company, is focused on innovation and collaboration to enhance its services. The Associate Data Analyst, Customer Support will interpret client data requests, create custom reports, and improve customer experience through data analysis and collaboration with the support team. 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 Required Qualifications: - 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 Qualifications: - Proficient with Salesforce or similar CRM preferred - Interested in financial markets or services, particularly private equity and venture capital Required Skills: Salesforce, Microsoft Excel, SQL, Financial services, Financial concepts, Customer support, Prioritization 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