Manager, Data Product Strategy; Credit Markets & Deals

Manager, Data Product Strategy (Credit Markets & Deals)

New York, New York, United States

At Pitch Book, a Morningstar company, we are always looking forward. We thrive on collaboration, curiosity, and delivering customer-focused product improvements. We invest in learning and growth, and we value a culture that embraces initiative and accountability.

About the Role

As a member of the Product and Engineering team, you will be part of a team of thinkers, innovators, and problem solvers who strive to deepen our impact on customers and the company. You will work with data operations, technology, marketing, sales, and product teams to define the product strategy, develop roadmaps, and drive user engagement through intuitive product improvements. The Product Management team aligns product initiatives with core customer needs and prioritizes development efforts to increase user engagement and win rates against competitors.

Primary Job Responsibilities

• Lead the strategic vision and roadmap for the Credit & Deals 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 Credit & Deals dataset, fostering clear ownership, strong collaboration, and professional growth
• Lead cross-functional execution of complex data initiatives by partnering with Data Operations, Engineering, and Platform teams to design, implement, and refine pipelines, tooling, and processes to meet performance, quality and delivery requirements
• Manage data governance for the Credit & Deals Dataset, establishing clear standards for data models, schemas, lineage, quality controls, and delivery
• Compile and communicate market intelligence on the 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 client use cases
• Act as a subject matter expert in internal and external discussions, representing the company’s data capabilities and governance
• Partner with Product Managers to ensure datasets are designed 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 progress, escalate issues, and celebrate milestones with stakeholders across Product, Data Operations, and Technology
• Champion the company’s values and responsible AI practices, fostering 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

Skills and Qualifications

• Bachelor’s degree with strong academic performance in Finance, Accounting, or related field. CFA charter holder strongly preferred
• 5+ years of experience with private markets, preferred
• 2+ years of experience managing a team
• Exemplary verbal and written communication skills; comfortable engaging a diverse audience
• Self-motivated, goal-oriented and able to work as an individual or part of a team
• Strong bias for action and willingness to roll up your sleeves to meet team goals
• Ability to leverage analytics and data to drive decision making
• Interest in financial markets or services
• Proficiency with Microsoft Office, including Outlook, Word, and Excel; ability to learn new systems quickly
• Must be authorized to work in the United States without visa sponsorship now or in the future

Benefits + Compensation at Pitch Book

Physical Health

• Additional medical wellness incentives
• STD, LTD, AD&D, and life insurance

Emotional Health

• Paid sabbatical program after four years
• Paid family and paternity leave
• Annual educational stipend
• Tuition reimbursement and CFA exam stipend
• Robust training programs and an Employee Assistance Program
• Generous vacation, sick, and volunteer days

Social Health

• Matching gifts program
• Employee resource groups
• Dependent Care FSA
• Employee referral bonus program
• Quarterly team building events
• Shared ownership employee stock program
• Monthly transportation stipend

* Please note that the above benefit offerings are subject to plan documents and may change during employment.

Working Conditions

In-person collaboration is central to our culture. This role is expected to be in the office five days a week.

The job is performed in a standard office setting with PC and phone usage; limited travel may be required to remote offices or meetings.

We encourage you to apply even if you don’t meet every requirement.

This description reflects the essential duties of the role and is not all-inclusive.

EEO statement:
Pitch Book Data is an equal opportunity employer. We do not discriminate on the basis of protected status under applicable law.

Public disclosures and application-related notices are not included in this refined…