Operations Associate

At Pitch Book, 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, Pitch Book is the place for you.

The Data Operations team is responsible for the core of what we do as a company: delivering high quality data on the private markets to thousands of discerning customers. This is done through our various data collection processes consisting of web-based data scraping, entering of data from publicly available documents, web researching of hard-to-find information, and direct communication with executives, investors, and advisors involved in transactions and fundraising.

A Data Operations Associate’s initial focus is to master our in-house developed Research Tool Suite (RTS). Once mastered, they will help the team to ensure the operations of the dataset meet Pitch Book’s high standards while continually increasing the efficiency of the team. Their focus will be on the secondary side of the Data Operations team’s operations, which focuses on the collection and validation of data from publicly available sources using proprietary research methodology.

• Become proficient in one of Pitch Book’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 Pitch Book Platform efficiently while adhering to complex research tracking methodologies to ensure that data is of the utmost quality
• Consistently provide quality customer service and respond to requests from internal and external customers daily
• Provide training and ramping support to new members of the team, both locally and abroad
• Gather team feedback and utilize Power
  
  BI reports to identify root causes of systemic data problems and drive operational, methodology and RTS Database improvements
• Regularly collaborate with Secondary 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)
• Work closely with our Data Operations team in Mumbai to achieve profile production targets. This relationship includes auditing the Mumbai team’s work 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

• 1+ years of work experience, including any internship experience
• Excellent verbal and written communication skills; comfortable to engage a diverse array of audiences
• Ability to operate with a strong sense of urgency and deliver results
• Self-motivated and 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
• 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…