Portfolio Operations, PitchBook

Lumonic

$70-80k

Offers employess stock program andT arget annual bonus percentage: 5%

Junior and Mid level

Austin

More information about location

Private equity & venture capital database

Be an early applicant

Private equity & venture capital database

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Be an early applicant

$70-80k

Offers employess stock program andT arget annual bonus percentage: 5%

Junior and Mid level

Austin

More information about location

1001+ employees

B2BAnalyticsMarket researchSaaSVenture CapitalCapital Markets

Company mission

To provide thousands of global business professionals with comprehensive data on the private and public markets to help them discover and execute opportunities with confidence.

Job

Company

Role

Who you are

Bachelor’s degree, commonly in Finance or Accounting
1+ years of work experience, including internship experience
Ability to provide a high-level of customer service
Adaptable to unique and changing business needs
Demonstrated success in problem solving and ownership to resolve issues
Ability to work independently and as a team member in a fast-paced environment
Ability to operate using sound judgement to make decisions
Proficiency with financial statements
Process-oriented, organized, and with amazing attention to detail
Excellent written and verbal communication skills

What the job involves

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 Captial 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
Collect and organization of financial statements to ensure accurate and efficient data management
Collaborate with our customers to gather valuable feedback, ensuring their voices are heard and their needs are met
Provide insightful feedback on existing products and contribute to the brainstorming and development of new features that drive our products forward
Play an active role in testing product improvements, helping to refine and enhance our offerings to deliver exceptional user experiences
Collaborate cross-functionally with Sales, Implementation, and Customer Success teams to solve problems as Lumonic continues to grow and evolve
Support the vision and values of the company through role modeling and encouraging desired behaviors
Participate in various company initiatives and projects as requested

Our take

Recognizing the need for actionable and extensive intelligence in the private equity sector, PitchBrook was founded in 2007 with the vision to create a resource for comprehensive data, research, and insights spanning the global capital markets.

To address the complexity of these markets, PitchBook has continually expanded its coverage, integrating thousands of datasets and millions of individual insights into its platform. The company's dedication to innovation is evident in the pioneering features and products introduced to surface critical information for its clients.

PitchBook's integration into Morningstar since 2016 has provided a solid foundation for sustained growth and development. The company's commitment to helping clients make informed decisions suggests a future of ongoing evolution and expansion, as it remains at the forefront of providing indispensable resources for navigating the complexities of the global capital markets.

Kirsty

Company Specialist at Welcome to the Jungle

Insights

Glassdoor (4)

Company

Funding (2 rounds)

Jan 2016

$10m

SERIES B

Sep 2009

$3.8m

SERIES A

Total funding: $13.8m

Company benefits

Additional medical wellness incentives
Paid sabbatical program after four years
Paid parental leave
Annual educational stipend
Robut training programs on industry and soft skills
Employee resource groups
Company-wide events
Employee referral bonus program
Quarterly team building events
Shared ownership employee stock program
Monthly transportation stipend
Comprehensive health benefits
STD, LTD, AD&D and life insurance
Ability to apply for tuition reimbursement
CFA exam stipend
Employee assistance program
Generous allotment of vacation days, sick days and volunteer days
Matching gifts program
Subsidized emergency childcare
Dependent Care FSA
401k match

Company HQ

Central Business District, Seattle, WA

Leadership

John Gabbert

(CEO)

Previously the Managing Director of Private Markets at Dow Jones. Also spent over 6 years at VentureOne in multiple roles, including Director of Reseach/Operations and VP of Worldwide Research.

Salary benchmarks

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