PitchBook→
Data Operations Associate, Primary at PitchBook in Seattle, WA
Entry LevelOn-siteFull-timeSeattle, WA$72k–$72k/yr
Skills
data collectionresearch tool suite (rts)private equity knowledgemicrosoft office proficiencyanalytical skillsverbal communicationwritten communicationrelationship buildingproblem-solvingorganizational skills
Job Description
Summary: PitchBook, a Morningstar company, is dedicated to innovation and collaboration, seeking a Data Operations Associate to support their core mission of delivering high-quality data on private markets. The role involves utilizing various data collection processes and tools to ensure data accuracy and comprehensiveness, while also engaging with industry professionals and internal teams.
Responsibilities:
- Become proficient in one of PitchBook’s core data areas of operation, including: private equity, venture capital, M&A, or Institutional Investors
- Leverage our in-house database, business intelligence reports, and other technology-based tools to ensure that proprietary data is audited and added to the PitchBook Platform efficiently while adhering to complex research tracking methodologies to ensure that data is of the utmost quality
- Build and maintain relationships with industry professionals to enhance the accuracy and comprehensiveness of the PitchBook Platform
- Manage and drive effective email and call campaigns with the goal of gathering and verifying private market data
- Consistently provide quality customer service, responding to requests from internal and external customers daily
- Partner with Marketing, Editorial, and Customer Success teams to tailor email messaging to clients and better understand client use cases
- Collaborate with other members of the Primary team and the broader Data Operations department to develop and improve processes, tools, and methodologies; identifying opportunities to improve upon the core quality metrics (comprehensiveness, accuracy, timeliness)
- Gather team feedback and utilize PowerBI reports to identify root causes of systemic data problems and drive operational, methodological, and RTS Database improvements
- Work closely with our Data Operations team in Mumbai to ensure we are accurately and comprehensively entering data into the PitchBook platform. This relationship includes auditing work for any issues that result from translation discrepancies as well as joining calls to share best practices and process improvement ideas
- Communicate effectively and efficiently with your team and other stakeholders across the Data Operations department to provide updates on project progress, address roadblocks, and celebrate wins
- Support the vision and values of the company by setting an example and demonstrating desired behaviors
- Participate in various company initiatives and projects as requested
Required Qualifications:
- Bachelor's degree
- 1+ years of work experience, including any internship experience
- Excellent verbal and written communication skills; comfortable to engage a diverse array of audiences
- Enjoy relationship building and conversing with new people every day; comfortable to engage a diverse group of industry contacts
- Ability to operate with a strong sense of urgency and deliver results
- Self-motivated, goal-oriented attitude and can work effectively as an individual or as part of a team
- Interest in financial markets or services, particularly private equity and venture capital
- Possess terrific prioritization skills to handle a large volume of outbound calls on a daily basis
- Analytical and process-oriented with a dedication to continuous improvement
- Ability to problem solve and use judgment to make decisions when faced with ambiguous situations
- Highly curious with a positive attitude
- Strong organization skills with attention to detail
- 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
Required Skills: Data collection, Research Tool Suite (RTS), Private equity knowledge
Important Skills: Microsoft Office proficiency
Nice-to-Have Skills: Analytical skills, Verbal communication, Written communication, Relationship building, Problem-solving, Organizational skills
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
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